Skip to content
CRM, ERP & Business Automation

Replace manual work with systems that show real numbers

Custom CRMs and workflow automation that remove manual work and show you real-time numbers.

What's included
CRM, ERP & Business Automation
Overview

How we approach it.

When bookings live in WhatsApp chats, leads in spreadsheets and finance in someone's notebook, errors are inevitable and nobody sees the full picture. We build custom CRMs, booking and dispatch systems and reporting consoles around your real workflow, then automate the repetitive steps with WhatsApp and email so your team spends its time on customers.

For CabYaari, a custom CRM with self-service booking, automated dispatch and a finance console delivered 60% more bookings, 50% less booking time and an 80% gain in work efficiency. South Asia Education manages students, partner universities and leads on a CRM we built.

  • Custom CRM development
  • Booking & dispatch systems
  • Finance & reporting consoles
  • WhatsApp & email automation
  • ERP modules & integrations
Small team discussing reports around a meeting table in a modern office
Outcomes

What changes for your business.

01

Less manual work

Repeated steps like assignments, reminders and confirmations happen automatically.

02

Numbers in real time

Dashboards show bookings, leads, revenue and staff performance as they happen.

03

Fewer costly errors

One source of truth replaces copied data across chats and spreadsheets.

What's included

Handled end to end by specialists.

Custom CRM development

Lead, customer and pipeline management built around your sales process.

Booking and dispatch systems

Self-service booking, automated assignment and live tracking for operations teams.

Finance and reporting consoles

Revenue, expenses and forecasts in one dashboard for owners and finance teams.

WhatsApp and email automation

Confirmations, reminders and follow-ups sent automatically at the right step.

ERP modules and integrations

Inventory, purchase, HR or accounts modules connected to the tools you already use.

Role-based access and audit logs

Each user sees only what they need, with a record of who changed what.

Process

Four steps, no surprises.

  1. Map

    We document how work flows today and where time and data are lost.

  2. Design

    Screens, roles and reports are designed with the people who will use them.

  3. Build

    Modules are built and released in sprints, starting with the biggest pain point.

  4. Adopt

    Data migration, staff training and support until the team relies on it daily.

Tools and platforms
ASP.NET CoreReactSQL ServerWhatsApp Business APIPower BITally PrimeRazorpayGoogle Maps PlatformZapier
Pricing and engagement

Pay for outcomes you can plan around.

Every engagement starts with a free consultation and a written proposal with scope, timeline and fees.

Fixed-scope build

A defined set of modules with agreed timeline and price, suited to replacing a known manual process.

Phased rollout

Modules delivered one at a time on a monthly plan, suited to larger operations that need to keep running during the change.

Annual maintenance

Ongoing updates, fixes and small enhancements once the system is live.

Results

Proof from this service.

CabYaariMobility & travel

A custom CRM that took cab bookings from manual to 24/7

The challenge
Manual processes caused booking errors, gave no real-time view of active trips, and customers could not book without calling an agent. Finance and staff performance were impossible to track.
What we did
A custom web application with a full CRM, a self-service customer booking panel, automated driver dispatch with live tracking, a finance console for revenue and expense forecasting, and staff and lead dashboards.
Read the case studyVisit cabyaari.com
Taxi cab on a city road at night
60%more customer bookings
50%less booking time
80%gain in work efficiency
South Asia EducationEducation consultancy

Building trust and a lead engine for a new study-abroad brand

The challenge
A newly launched consultancy for admissions to French colleges had zero awareness, low lead volume and few admissions, in a sector often associated with scams.
What we did
A trust-first campaign with student testimonials and useful content, social lead magnets, and a custom CRM with a self-serve course finder that manages students, partner universities, leads and courses.
Read the case studyVisit southasiaeducation.fr
Students smiling in a university lecture hall
65%increase in leads
50+partner institutions onboarded
100%seat occupancy
Related

Often combined with.

All Software Development services

Website & Web Application Development

Fast, secure, SEO-ready websites and portals with a CMS your team can run.

Learn more

Custom Software Development

Software built around how your business actually works, from MVP to enterprise scale.

Learn more

Mobile App Development

Android and iOS apps, native or cross-platform, built for real-world usage.

Learn more

E-commerce Development

Online stores and marketplaces with payments, shipping and inventory that just work.

Learn more

UI/UX & Product Design

Research-led interfaces that make products easy to learn and hard to leave.

Learn more

AI Solutions & Automation

Practical AI: chatbots, kiosks, document processing and generative tools that save hours.

Learn more

Cloud, Hosting & DevOps

Managed hosting, cloud migration and CI/CD that keep your systems up and fast.

Learn more

Website & Application Maintenance

Annual maintenance with updates, security patches and a team that answers.

Learn more
FAQ

Questions, answered.

Should we build a custom CRM or buy one?

Off-the-shelf CRMs work well for standard sales pipelines. A custom CRM makes sense when your process includes bookings, dispatch, partners or finance steps that generic tools cannot handle without heavy workarounds.

Can you move our existing data?

Yes. We clean and migrate data from spreadsheets and older systems as part of the rollout, and check it with your team before switching over.

Can the system connect to our accounting and payment tools?

Yes. We integrate with tools such as Tally, Razorpay and WhatsApp through their APIs, so data does not need to be entered twice.

How do you make sure the team actually uses it?

We design screens with the people who will use them, train each role and release in stages so nobody has to learn everything at once. Support continues after launch while habits settle.

Let's talk about your goals.

Get a free consultation and a written proposal within two working days.

+91 95873 65247
Chat on WhatsApp hello@yenetch.com