CRM COMMAND CENTEREXAMPLE 1
CRM COMMAND CENTER
Pipeline, follow-ups, sales reports and automations in one role-aware workspace.
DIGISTARTUPINDIACUSTOM CRM & ERP
Your business, mapped into one intelligent operating system.
We design CRM and ERP around the way your teams actually sell, produce, dispatch, support and report—not around a generic template.
PRODUCT WALKTHROUGH
See the next step for every opportunity
A sample sales board groups opportunities by stage and keeps the next action visible.
ILLUSTRATIVE PRODUCT CONCEPTChoose a tab to explore
Connect your data and workflows to reduce manual work and make follow-ups easier to manage.
EXAMPLE SCREENSBuilt to be used.
Built to be used.
Designed to be valued.
These sample screens show possible features and layouts. Your system will be designed around your team, daily tasks and business information.
ERP OPERATIONS CONTROLEXAMPLE 2
ERP OPERATIONS CONTROL
Production, inventory, purchase, dispatch and finance connected in one system.
FEATURES YOU CAN CHOOSEWhat the system
What the system
can include.
We agree on the features you need before work starts and plan for future additions.
Customer records & sales pipelines
Map the record, stages, owners, permitted actions and exception paths around the way the team actually works.
Quotations, orders & documents
Map the record, stages, owners, permitted actions and exception paths around the way the team actually works.
Inventory & warehouse
Connect operational movements, approvals and exceptions so the team can see what changed, who acted and what needs attention.
Purchase & suppliers
Connect operational movements, approvals and exceptions so the team can see what changed, who acted and what needs attention.
Production & bills of materials
Connect operational movements, approvals and exceptions so the team can see what changed, who acted and what needs attention.
HR, attendance & payroll
Define how hr, attendance & payroll should work, who owns it, what can fail and how the result will be accepted.
Finance & ledgers
Define provider states, reconciliation, access and recovery so payment information remains operationally reliable.
Dispatch & tracking
Connect operational movements, approvals and exceptions so the team can see what changed, who acted and what needs attention.
Tickets & service desk
Map the record, stages, owners, permitted actions and exception paths around the way the team actually works.
BENEFITS FOR YOUR TEAMPractical improvements
Practical improvements
to everyday work.
We focus on helping your team work efficiently and making it easier for customers to use your services.
01Role-based dashboards+
Give sales, operations and management a view of the information relevant to their work. Each dashboard can show assigned tasks, current activity and agreed performance measures without exposing records the user should not access.
02Workflow automation+
Move routine tasks through defined stages, such as assigning a new lead or requesting approval for an order. We agree on the rules and exceptions with your team so people stay in control of decisions that need judgement.
03Audit-ready activity trails+
Record key actions such as status changes, approvals and edits alongside who made them and when. This makes it easier to trace a record’s history and investigate discrepancies; any specific compliance requirements must be agreed separately.
04Custom reports & alerts+
Build reports around the questions your business needs answered, rather than a fixed set of charts. Alerts can flag overdue follow-ups or other agreed thresholds, helping the right person respond at the right time.
05Mobile-ready operations+
Let your team use important workflows on smaller screens, whether they are in the office or out in the field. Forms, navigation and key actions are designed for touch, with device and connectivity requirements agreed during planning.
06Training and maintenance support+
Help your team learn the everyday tasks they will perform in the system. We agree on training, maintenance responsibilities and support coverage before handover, so expectations remain clear after launch.
HOW WE BUILD IT
Clarity at every stage.
Map
Roles, approvals, exceptions and data ownership.
Prototype
Interactive flows before heavy engineering.
Build
Modules delivered in measurable releases.
Operate
Training, launch support and improvement cycles.
WAYS TO WORK TOGETHERA clear commercial shape.
A clear commercial shape.
Before delivery begins.
Indicative bands help qualify fit; the proposal is based on the agreed scope, integrations and delivery responsibility.
Scope Blueprint
Map users, workflows, risks, evidence and the strongest first release before committing to a larger build.
- 1–2 weeks
- Workflow and requirement map
- Prioritised delivery plan
Focused Delivery
Design, engineer and validate one coherent release with named milestones, acceptance checks and weekly visibility.
- Milestone-based delivery
- Design, engineering and QA
- Launch and handover
Care & Evolution
Maintain, observe and improve the released system through an agreed monthly capacity and priority queue.
- Monitoring and support
- Prioritised improvements
- Release documentation
REMOTE DELIVERY
Written decisions, scheduled reviews, timezone-aware meetings and documented handover keep international work visible.
SEE HOW REMOTE DELIVERY WORKSYOUR QUESTIONS ANSWEREDQuestions before
Questions before
the first call.
What is a custom CRM or ERP system?+
A custom CRM or ERP is business software designed around your roles, workflows, approvals, data and reports instead of forcing the team into a generic template.
Can DigiStartup India connect CRM with inventory, production and finance?+
Yes. The system can connect customer pipelines with quotations, orders, inventory, production, dispatch, service and finance when those flows are included in the agreed scope.
Can we begin with one CRM module and expand later?+
Yes. A focused first release is often the strongest approach. The architecture can be planned for later modules while the team validates one high-value workflow first.