CRM Development

A CRM built around the way your team actually sells, so every lead, call and follow-up lives in one place.

Lead Management✦Sales Pipelines✦Follow-up Reminders✦WhatsApp & Email✦Reports & Dashboards✦Role-based Access✦

Overview

Off-the-shelf CRMs make you change your process to fit the software. Root4Tech builds custom CRM systems that follow your own stages, fields and approvals. Leads from your website, Meta and Google ads, WhatsApp and phone calls land in one pipeline, your team gets reminders before a follow-up is missed, and managers see who is closing and where deals get stuck.

Why Root4Tech

01

Every lead in one pipeline

Website forms, ad leads, WhatsApp and walk-ins are captured automatically, so nothing sits in someone's phone.

02

Built for your process

Your stages, your fields, your approval steps. The software fits the team, not the other way round.

03

Follow-ups that happen

Tasks, reminders and message templates keep every prospect moving until they buy or say no.

04

Clear sales reports

Dashboards for conversion by source, agent and stage, so you know which marketing brings paying customers.

CRM packages

Every CRM is scoped to your team. Pick a starting point and we will send a fixed quote.

01

Starter CRM

  • Lead capture from website forms
  • Pipeline with custom stages
  • Follow-up reminders
  • Up to 5 users
  • Basic reports

02

Business CRM

  • Everything in Starter
  • Meta / Google ads lead sync
  • WhatsApp and email templates
  • Role-based access
  • Sales dashboards

03

Enterprise CRM

  • Everything in Business
  • Integrations with your ERP, POS or accounting
  • Multi-branch teams
  • Custom approval workflows
  • Training and priority support

Frequently asked questions

Ready-made CRMs charge per user every month and push you into their workflow. A custom CRM follows your own sales steps, has only the screens your team needs, and you own it with no per-seat fees.

Yes. We connect your website forms, Meta lead ads, Google ads lead forms and WhatsApp Business so new inquiries appear in the pipeline automatically.

A focused CRM usually takes 4 to 8 weeks, depending on the number of modules and integrations. We share a timeline with the quote.

Each user gets their own login and permissions, data is backed up daily, and the system runs on secure hosting with SSL.