One CRM for leads, deals, and your whole sales team — in real time.
DC Innovision built its own CRM in-house: multi-channel lead capture, real-time assignment, role-based access down to individual permissions, and GST-ready billing, for sales teams from 5 to 50+.
The ChallengeLeads and access scattered everywhere
- Scattered Lead CaptureLeads arriving via WhatsApp, Meta, Google Ads, missed calls, and web forms had no single place to land, dedupe, or score.
- All-or-Nothing AccessTeam permissions weren't scoped down to individual pages and actions per teammate.
- Manual GST BillingQuotes and invoices needed CGST/SGST/IGST calculated by hand based on place of supply.
The SolutionOne real-time system, teams of 5 to 50+
- Unified Lead InboxEvery channel lands in one inbox, deduped and scored automatically.
- Role-Based Access ControlAdmins scope exactly which pages and actions each teammate can use.
- GST-Ready BillingCGST/SGST/IGST calculated automatically by place of supply, with approval workflows for discounted deals.
Four focused phases from blueprint to launch.
Lead Capture Architecture
Unified inbox design pulling in WhatsApp, Meta, Google Ads, missed calls, and web forms.
Pipeline & Access Control
Visual deal pipeline with custom stages, plus role-based permissions down to individual actions.
Billing & Automation
GST-compliant quotes and invoices, plus trigger-condition-action workflow automation.
Launch
Live with real-time lead routing and a dedicated mobile app for field reps.
The core systems behind the CRM.
Built as a responsive web app (desktop and mobile) plus a native mobile app for field reps, deployable on-premise on a client's own VPS or on managed cloud infrastructure.
Multi-Channel Lead Capture
WhatsApp, Meta, Google Ads, missed calls, and web forms all land in one deduped, auto-scored inbox.
Real-Time Lead Routing
New leads route and load-balance across the team in under a second.
Role-Based Access Control
Individual page- and action-level permissions, not just fixed roles.
Visual Deal Pipeline
Custom stages, win/loss tracking, and revenue forecasting on one board.
GST-Compliant Billing Engine
CGST/SGST/IGST computed automatically by place of supply.
Native Mobile App
Reps log activity, pull GST quotes, and reassign leads from their phone with the same instant sync.
Built for how a sales floor actually operates.
"The build had to work the way a sales floor actually operates - leads landing and getting assigned in real time, not batched and reviewed at the end of the day."
Capture & Score
Leads from every channel land in one inbox, deduplicated and scored automatically.
Route & Work
Leads assign to the right rep instantly, load-balanced across the team, then move through a visual pipeline.
Close & Bill
Deals close with GST-ready quotes and invoices generated automatically, no manual tax calculation.
What the platform delivers since launch.
The CRM replaced scattered lead capture and manual GST billing with one real-time system, now supporting teams of 25 and growing with fully GST-compliant billing.
Common questions about this build.
Services used in this build:
Want a CRM built around how your sales team actually works?
DC Innovision builds sales platforms like this in-house, from lead capture through billing automation. If you're planning something similar, let's talk.