The challenge
Leads live in inboxes, WhatsApp chats and spreadsheets. Follow-ups are forgotten, nobody is sure which deals are real, and management cannot see the pipeline.
Solution
CRM Solution
Leads, customers, sales pipelines and follow-ups. A system Codexaara designs and builds to order around a client's requirements.
Solution capabilityDiscuss a Similar Solution
Business problem
The problem this solves
The solution
A CRM built around your sales stages: every lead captured in one place, follow-ups scheduled and visible, and a pipeline view the whole team trusts.
Solution capability. A system Codexaara designs and builds to order around a client's requirements. Codexaara does not offer it as an off-the-shelf product.
Well suited to
- Sales teams
- Agencies
- Service businesses
Core modules
What the platform contains
Lead capture
Bring in inquiries from your website, forms and messages automatically.
Customer records
One profile per customer with history, notes and documents.
Sales pipeline
Stages that match how you actually sell, with clear ownership.
Follow-up reminders
Tasks and reminders so no lead is forgotten.
Team roles
Control who can see and change which records.
Reporting
Conversion, workload and pipeline reports for managers.
Technology
Technology
The technology we would typically use. The final choice depends on your requirements and existing systems.
- Django
- React
- PostgreSQL
- REST APIs
- Background job queue
Architecture
How the system can be structured
A CRM is a data model of people, companies and deals, with workflow on top. We design the model around your sales process first.
Customer-centered data model
Leads, contacts, companies, deals and activities linked so history is never split.
Configurable pipeline
Stages, fields and rules stored as configuration, so process changes do not require new code.
Event-driven follow-ups
Reminders, notifications and automations run as background jobs.
Import and capture layer
Website forms, email and messages feed leads into the same pipeline.
Reporting views
Pipeline and conversion reports read from the same records as day-to-day use.
Security
Security considerations
Record-level permissions
Teams and owners control who can view or change each lead and account.
Personal data handling
Customer data is minimized, exportable and deletable to support privacy requests.
Activity audit
Changes to important fields are logged.
Secure integrations
Email, calendar and marketing connections use least-privilege credentials.
Integrations
What it can connect to
Integrations are scoped at the start, based on the APIs and data exports those systems provide.
- Website forms
- WhatsApp and messaging
- Calendar
- Accounting and billing
- Marketing tools
Scalability
How the solution can grow
Growing teams
Roles, teams and territories support more users without redesign.
Growing data
Indexed search and archiving keep the system fast as records accumulate.
Growing process
New stages, fields and reports are added through configuration.
FAQ
Frequently Asked Questions
Why build a custom CRM instead of buying one?
A ready-made CRM is a good starting point for many teams. A custom CRM makes sense when your sales stages are unusual, when it must connect closely to other systems, or when per-user license costs become large.
What can a custom CRM connect to?
Typically website forms, email and messaging channels, and accounting or billing tools. The integrations are agreed at the start so the scope and cost are clear.
Discuss a similar solution
Tell us about your process and what you want to improve. An engineer will review it and reply with questions and a suggested approach.