Custom CRM · Built around your sales motion.
A CRM that fits your team,not the other way around.
Lead capture from every channel. Your pipeline stages, named the way your team already speaks. Automations that actually fire. Reports your managers will open. ₹15,000 a year, flat. Customised to your workflow, hosted by us.
Why custom
Off-the-shelf teaches you their workflow. Custom learns yours.
Zoho and HubSpot are fine if your team is built around the way those tools want to work. Most teams aren't. They have their own stages, their own follow-up cadence, their own definition of a qualified lead, and a sales motion that took two years to find.
Pariksarthi's CRM is shaped around how you sell. We customise stages, fields, reporting, and integrations during onboarding, then run the system for you on our infrastructure. You pay for fit and operation; we handle the engineering.
Flat ₹15,000 a year per team. No per-seat charges, no setup fees, no migration fees, no separate support contract. One annual number covers everything.
What ₹15,000 a year covers
Customised to your team. No per-seat charges. Hosted, updated, and supported by us. One number, one year.
What it actually looks like
Every channel in. Your stages in the middle. The reports your team will use, on the way out.
Channels in
- Web forms
- WhatsApp Business
- Inbound calls
- Email, CSV import
Your pipeline · your stage names
- Lead
- Qualified
- Proposal
- Negotiation
- Won
Placeholders. Discovery week swaps them for your team's actual names, after we sit in on one weekly review.
What you see
- Per-rep performance
- Stage conversion
- Forecast vs actuals
- Lost-reason analysis
What it does
Four things every CRM should get right.
Each one is mapped to your workflow during Discovery week, not lifted from a SaaS playbook.
01 · Capture
Every channel, one inbox.
Stop reading leads in five different tabs. Capture from your website forms, WhatsApp Business, inbound calls, email, and CSV imports into a single source of truth, with the source recorded automatically.
- Web forms, WhatsApp Business, telephony, email, CSV
- Routing rules by territory, source, or sector
- De-duplication and merge for repeated leads
02 · Track
Your stages, your view.
The pipeline you describe in your weekly review is the pipeline you should be working in. We model your actual sales motion, not a generic six-stage SaaS default, and give each role the view that fits their job.
- Custom stages, named the way your team already speaks
- Role views: rep, manager, owner, finance, each different
- Kanban, list, and forecast views without writing reports
03 · Automate
Follow-ups that actually fire.
Most CRM automations are forgotten three weeks after launch. Ours work because we wire them to events you can name, with delivery you can audit, and they show up in the rep's queue, not buried in a sequence editor.
- Trigger-based follow-ups across WhatsApp, email, SMS
- Drip sequences with conditional branches
- Reminders that show in the rep's queue, not a separate tool
04 · Integrate
Plug into what you already run.
Your CRM is the centre of a network, not an island. We connect to the telephony, messaging, accounting, and operations tools your team already uses, with real bidirectional sync, not the half-baked exports most off-the-shelf CRMs ship.
- Telephony (Exotel, Knowlarity), WhatsApp Business API, email, SMS
- Accounting (Tally, Zoho Books, QuickBooks) for invoice and ledger sync
- REST API, webhooks, and an SDK for everything else you run
How we set you up
Three phases. No surprises.
Every customer follows the same shape, regardless of team size. The onboarding call ends with a customisation plan and a go-live date. After that, there's no scope-creep email and no surprise invoice. One annual number covers everything.
01
Onboarding call.
A single working session, in person if you're in NCR, on a call otherwise. We map your sales motion: where leads come from, who picks them up, what makes them stall, what closes them. By the end, you have a customisation plan and a go-live date.
02
Customisation.
We adapt the CRM to your specifics: your stage names, your fields, your reporting, your integrations. Most teams are live within two to three weeks of the onboarding call. Migration from Zoho, HubSpot, or spreadsheets is included.
03
Live, and we run it.
Your team uses the CRM. We run it: hosting, uptime, backups, security patches, updates. Workflow changes through the year are part of the subscription. No separate support contract.
Common questions
The questions you'll ask before signing.
If yours isn't here, write to us. We answer honestly, in writing, before a discovery call. No "let's hop on a quick call to talk pricing."
- What does it cost?
- ₹15,000 per year per team. Flat. No per-seat charges, no setup fees, no migration fees. Annual billing. Workflow changes through the year, hosting, updates, and support are all included.
- How long until we're live?
- Most teams are live within two to three weeks of the onboarding call. Larger teams with non-standard integrations land in four to six weeks. The onboarding call ends with a go-live date you can plan around.
- Can we migrate from Zoho, HubSpot, or Salesforce?
- Yes. We migrate contacts, deals, custom fields, activity history, and attachments. Where the source CRM has data we can't directly map, we keep it in an archive table so nothing is lost. Migration is included in onboarding, no extra fee.
- Who owns the code?
- Pariksarthi owns the codebase. Your subscription gives you a live, customised instance with your data, your stages, your fields, and your reporting. If you ever leave, we provide a full export of your data, in formats you can take to another tool.
- Where does it host?
- On Pariksarthi's infrastructure. We handle uptime, backups, security patches, and updates. You don't operate anything. Hosting is in India by default; Middle East or EU regions are available on request, included in the subscription.
- What happens after we go live?
- Your team uses the CRM. We run it: hosting, uptime, backups, security patches, and any workflow changes you request through the year. No separate support contract, no per-incident charges. One annual fee covers everything.
One onboarding call. One annual fee. One CRM that fits.