CRM Software Development Transform your sales process and boost revenue with our custom CRM software. We have designed this software to help businesses thrive in the most challenging conditions.

CRM Software Development

CRM software to manage his clients as he owns multiple fintech businesses. The clients's company has made significant investments in a financial network of electronic properties hosted on the Internet.

Client Requirement

The client wants CRM software to manage his clients as he owns multiple fintech businesses. The clients's company has made significant investments in a financial network of electronic properties hosted on the Internet. So he want some additional features in the software.

  • Live Reporting and Analytics tool
  • Easy Mobile Access
  • Auto marketing enabled
  • Lead Management tool
  • Contact Management tool

Our Approach to Develop Project

Adequate infosoft followers a systematic approach to develop this CRM software. There are a total of 7 steps an each step plays a crucial role in ensuring the successful creation and deployment of this software.

  1. 01
    Requirements Gathering and Analysis:

    In this step, we actively engage with stakeholders to understand their needs and requirements. Through in-depth discussions and consultations, we identified the key functionalities and features that the CRM software should possess.

    Additionally, we conducted a detailed analysis of the existing business processes and customer management practices, which helped pinpoint pain points and areas that required improvement.

  2. 02
    Design and Planning:

    This is our second step, and in this step we designed a system architecture based on the identified requirements. We choose the technical stack, including programming languages, frameworks, and databases.

  3. 03
    Database Design and Schema Creation:

    This step focuses on designing a database structure that efficiently stores and manages customer data. Tables, fields, and relationships are defined to capture relevant information accurately. We applied data normalization techniques to maintain data consistency and integrity. Also, we ensure the CRM software operates effectively.

  4. 04
    Core Functionality Development:

    This stage implements the required CRM features. Contact management, lead management, sales pipeline management, and customer service are addressed in modules. To provide a complete CRM solution, features for tracking interactions, managing tasks, and generating reports are included.

  5. 05
    Integration and Customization:

    To ensure data flow and synchronization, CRM software is integrated with email clients, marketing automation tools, and ERP systems. Custom fields, workflows, and business rules are added to CRM software to meet business needs.

  6. 06
    Testing, deployment, and training:

    Thorough testing is conducted, including functional testing, integration testing, and performance testing, to identify and address any issues or bugs. Once the CRM software is deemed stable, it is deployed in the production environment. Comprehensive training is provided to users, including administrators and end-users, to ensure they can effectively utilize the CRM software.

  7. 07
    Maintenance, Support, and Improvements:

    Ongoing maintenance and support are offered to address any post-deployment issues promptly. User feedback is actively gathered to identify areas for improvement and new feature requests.

Technologies Deployed

  • ASP.NET 3.5
  • C# 3.5
  • Windows Services
  • Web Services
  • MySQL 5.1
  • Payment Gateway Integration
  • Native Script
  • React Native
  • Web API Testing

Development & Implementation

We develop a CRM for financial service firm in this we provide the following features:-

  • Contact databases
  • Financial account management
  • Lead and opportunity management
  • Call list management
  • Sales pipelines
  • Customer price quoting
  • Relationship modeling
  • Workflow customization
  • Know your customer (KYC) verification
  • Integrated billing/invoicing
  • Calendars and scheduling
  • Automated alerts and notifications
  • Internal collaboration tools
  • Analytics, reports, and intelligence
  • Document management (policies, claims, contracts, tax forms, etc.)
  • Native mobile access or mobile web-interface

Main Pages in the software include


Providing users with a consolidated and visual representation of key information and metrics related to customer management and business performance. It help track performance, set and monitor goals, make data-driven decisions.


This page allow users to add new leads/potential customers or prospects who have shown interest in a product or service. It further capture and track potential opportunities, allowing businesses to nurture and convert them into sales by effectively managing their interactions, communication, and sales pipeline.


Store and manage crucial information of the customers such as names, addresses, contact details, and interactions. Contacts serve as the foundation for effective customer relationship management, enabling personalized communication and better understanding of customer needs.


History feature allow us to tracks and maintains a record of interactions, communications, and activities exhibit between the business and customers. It serves as a valuable resource for reference, allowing users to review past interactions, track customer engagement, and provide personalized and informed customer experiences based on historical data.


The feature helps users manage and organize their schedules, appointments, and tasks. It allows users to schedule and track important events, set reminders, view their availability. ensuring timely follow-ups and meetings with customers and prospects.


Profiles store and manage user-specific information and settings, enabling personalized access, permissions, and customization within the system.

Final Outcome

Client Profile

Industry: Financial Services Firm

What Our Clients Say About Us

Client satisfaction is our ultimate goal. Here are some kind words of our precious clients they have used to express their satisfaction with our service.