Custom CRM for Small Business
A CRM built around how your business actually works — every lead, quotation, invoice and follow-up in one place, on your phone and your laptop.
Get a quote · WhatsApp +91 63634 78037
Ready-made CRMs are built for everyone, so they fit nobody exactly. The Ordis builds custom CRMs for small businesses in Bangalore (Bengaluru) and across India — with your own stages, your own quotation and invoice formats, and only the screens your team needs.
We know it works because The Ordis runs on one. Our own CRM takes enquiries straight from our website, sends quotations and invoices as PDFs by email or WhatsApp, reminds the team every morning about follow-ups, syncs bookings to Google Calendar, keeps a payments record and backs everything up to Google Drive.
Your CRM can include any of that — and connect to WhatsApp AI agents, so enquiries are answered and logged automatically.
What’s included
Lead pipeline
Every enquiry, its stage and the next step.
Quotations & invoices
Your format, as PDFs, sent by email or WhatsApp.
Follow-up reminders
Daily emails so no client is forgotten.
Website enquiries
Your contact form feeds the CRM directly.
Payments & profit
What each client paid, owes and earned you.
Team logins
Everyone sees what they need, from any device.
How it works
- Listen — A call to understand what you want — and why.
- Plan — A clear proposal: scope, timeline and price.
- Create — We shoot, build and launch, keeping you updated.
- Deliver — Final files and systems, ready to use.
Frequently asked questions
What is the best CRM for a small business?
One your team will actually use. Off-the-shelf CRMs suit many businesses; a custom CRM makes sense when your quotations, stages or follow-ups do not fit them, or when you want it connected to your website and WhatsApp.
Can the CRM send quotations and invoices on WhatsApp?
Yes — as PDFs by email, or as a WhatsApp message with the document, in your own format and branding.
Does it work on mobile?
Yes. It runs in the browser on phones, tablets and laptops, with logins for each team member.
How is a custom CRM priced?
It is usually a one-time project, based on the features you need. Tell us how your business works today and we send a proposal.
Brochures
- Digital Marketing & AI Automation brochure (PDF) — Social, ads, web & automation
- MACCORA brochure (PDF) — Our automation platform · in development