CRM System Development
Keep leads, follow-ups, proposals and customer history in one CRM your team can actually maintain. We develop CRM-driven sales workflows for businesses in the Philippines and teams serving customers internationally.
Define the workflow
The starting point is your sales process: where enquiries arrive, how they are assigned, what qualifies a lead and when an opportunity is won or lost. A custom CRM should make the next action clear without forcing staff to update the same information in multiple places.
What the project can include
- Lead capture from approved website forms and connected channels.
- Assignment rules, follow-up reminders and an activity timeline.
- Pipeline stages, quotations, customer records and account ownership.
- Permission-based dashboards, duplicate detection and controlled exports.
How we validate the result
We trace a sample enquiry from submission through assignment, follow-up and conversion. Tests cover duplicate submissions, reassigned staff, restricted customer records and reporting totals so that a busy sales day does not create conflicting data.
Planning your project
Share your pipeline stages, current tools, lead volume and reporting needs. We can connect existing software or build a focused CRM; the choice depends on the workflow and the cost of maintaining custom functionality.
Rootscratch is based in Koronadal City, Philippines, and works remotely with clients worldwide. Discuss your requirements to agree on deliverables, responsibilities, handover and ongoing support.