Custom CRM
Leads, customers, deals and follow-ups with roles and permissions for your team.
AUTOMATION & CRM
Business Automation & CRM Development in Indore.
We help teams stop losing leads and wasting hours: one system for enquiries, follow-ups, payments and reports, with WhatsApp, email and notification workflows that run on their own.
What we offer
Business Automation & CRM services
Workflow automation
Automatic reminders, assignments, status changes and notifications.
WhatsApp & email workflows
Send confirmations, reminders and follow-ups at the right time.
Payments & invoicing
Online fee or invoice payment, receipts and outstanding dues tracking.
Reports & dashboards
See enquiries, conversions, collections and team performance at a glance.
System integrations
Connect your website, forms, accounting and messaging tools.
Who this is for
- Sales and admissions teams tracking leads in spreadsheets or chats
- Institutes and service businesses collecting fees and following up
- Owners who want a clear view of work, payments and team activity
Technologies we work with
Next.jsPostgreSQLRedisWhatsApp Business APIPayment gatewaysREST APIsReactNode.jsExpress.jsMongoDBBackend developmentSEO
How we work
A clear, step-by-step approach from first call to launch and support.
1. Understand
We watch how leads and work currently move through your team.
2. Plan
We design the pipeline, roles, automations and reports.
3. Build
We build, import your existing data and test with your team.
4. Deliver & support
We train staff, go live and refine from real usage.
Related services and programs
Talk to GenixoTech about your project
Share what you need and we will suggest a practical way to build it. Based in Indore, working across India.
Business Automation & CRM FAQ
Common questions
Can you build a CRM for our specific process?
Yes. We design the pipeline, roles and automations around how your team works.
Can the CRM follow up on WhatsApp or email?
Yes, through the official WhatsApp Business API and email integrations, subject to the platforms’ rules.
Can we import our existing data?
Yes. We can import leads and customers from spreadsheets so you do not start from zero.
Can staff see only what they should?
Yes. Access is role based, so each team member sees only the screens and records they need.