Capture Every Lead
Website, ads, calls, portals and walk-ins flow into one list, assigned to the right person in seconds.
- Lead capture
- Auto assignment
- Follow-up reminders
A CRM that keeps sales Organised, Moving, Visible, Growing.
We build CRM software that captures every lead, reminds your team to follow up and shows owners exactly where each deal stands.
Every lead, one place
Cloudi5 is a CRM software development company that builds custom CRM for sales and service teams. We start from our ready Lead CRM, then add your pipeline stages, WhatsApp messaging, field sales app and reports. Leads from your website, ads, calls and walk-ins land in one system, so no enquiry is lost and every follow-up is tracked.
Website, ads, calls, portals and walk-ins flow into one list, assigned to the right person in seconds.
Mobile apps that let reps log visits, take orders and message customers from wherever they are.
Dashboards and lead scoring that show which sources, reps and products bring in real revenue.
Tools and stack
We pick proven, well-supported technology for CRM Software Development, so your product is fast today and easy to hire for and extend tomorrow.
Our standards
Clean screens and quick actions, so reps log calls and updates in seconds, not minutes.
Role-based access, encrypted storage and export controls that keep your customer list safe.
Automatic reminders, escalations and overdue alerts so no lead waits too long for a reply.
Six focused steps, with a working CRM in your team's hands early.
We sit with your sales and service teams to map every lead source, pipeline stage and follow-up rule, along with the reports owners need to see each week.
Stages, fields, user roles and automation rules are agreed and shown in a clickable prototype, and a fixed scope and cost are signed off before any build starts.
We configure our ready Lead CRM and build the custom parts in stages, sharing working versions with your key users early so their feedback shapes each release.
Website forms, ad platforms, lead portals, WhatsApp, telephony, email and your ERP are connected, so leads and orders flow into the CRM without anyone typing them again.
Existing leads and customers are cleaned, de-duplicated and imported. Then reps and managers are trained on the exact screens and reports they will use every day.
The CRM goes live with close support in the first weeks. After that we add new reports, automations and features as your team finds better ways to sell.
What you get
Capture, assign, score and follow up leads from every source, built on our ready Lead CRM with your stages and fields.
Official WhatsApp Business API for quotes, reminders and bulk templates, with every chat logged against the right lead.
Android and iOS app for visit check-ins, orders, photos, targets and offline use in low-signal areas.
Complaint logging, technician assignment, service visits and warranty tracking, linked to each customer record.
Live views of pipeline value, conversion by source, rep performance and revenue forecasts for owners and managers.
Secure cloud hosting, daily backups, monitoring and a support plan that adds features as your team grows.
Case studies


Ways to work with us
Some clients hand us the whole project, others need extra hands for their own team. Tell us how you work and we will suggest the model that fits.
Find the right modelWe own the build from plan to launch at an agreed price and timeline, while you focus on running the business.

Our designers and engineers join your team, follow your process and tools, and add capacity exactly where you need it.

A full-time developer or a small product squad that works only on your product, month after month, on flexible terms.

Why us
A CRM only works if your team uses it. We build one that fits their day.
A proven base product means you go live in weeks and pay only for what is custom.
Message customers where they already reply, with every conversation saved in the CRM.
Reps work from their phones with GPS check-ins, orders and offline mode.
Add sales reps and branches without a monthly charge for every login.
Orders, stock and invoices sync with your ERP or accounting software.
The team that built your CRM keeps improving it as your sales process changes.
Our value proposition
Typical agencies
Where we work
Our whole team works from one office in Coimbatore and serves clients across India, the UK, the US, Australia and the Middle East.
Head office
+91 97874 67575 [email protected] Get directions
Clients across
Still have a question? Talk to the people who will actually build it.
Talk to usCost depends on the modules, number of users, integrations and whether you need a mobile app for field staff. Starting from our ready Lead CRM keeps cost lower than a fully custom build. After a free call to understand your sales process, we send a fixed written quote with every feature listed.
It depends on the scope. Our Lead CRM adapted to your pipeline and branding is usually a matter of weeks, while a custom CRM with field sales apps, service tickets and deep integrations takes a few months and ships in stages. Your team tests working screens early, and you get a written timeline before any work starts.
Packaged CRMs are quick to start but charge per user every month and often need paid add-ons to match your process. A custom CRM follows your exact pipeline, has no per-user fees and connects freely with your ERP or website. For teams with a defined sales process and growing headcount, custom usually costs less over three years.
Yes. We integrate the official WhatsApp Business API so your team can send quotes, reminders and updates from the CRM, receive replies against the right lead, and use approved templates for bulk follow-ups. Every message is logged, so managers see the full conversation history.
Yes. Our field sales apps let reps check in at customer locations with GPS, log visits, capture orders and photos, see their targets and work offline in areas with weak signal. Managers see live visit maps and daily reports in the CRM.
Yes. We import contacts, leads, deal history and notes from Excel, Google Sheets or another CRM, remove duplicates and map fields to the new pipeline. We test the import with your team before switching over, so nothing important is lost.
Why choose Cloudi5?
Point at a tile to see what you get when you build with us.