Question 1

What CRM development services does TechGeekStudio offer?

Accepted Answer

We offer custom CRM development, CRM integration and migration, Salesforce customization, HubSpot setup and automation, Zoho CRM customization, sales pipeline automation, reporting dashboards, and lead scoring/segmentation systems.

Question 2

Should I build a custom CRM or use an existing platform?

Accepted Answer

It depends on your complexity and budget. For most SMBs, HubSpot or Zoho CRM (customized) is faster and more cost-effective. For unique workflows, high-volume operations, or tight integration requirements, a custom CRM delivers better ROI long-term. We'll help you decide after understanding your sales process.

Question 3

How long does CRM development take?

Accepted Answer

A HubSpot or Zoho CRM setup and customization takes 2–4 weeks. A full custom CRM development takes 8–16 weeks depending on complexity. Salesforce customizations vary from 2 weeks to several months depending on scope.

Question 4

Can you migrate data from our existing CRM?

Accepted Answer

Yes, we migrate data from any CRM — Salesforce, HubSpot, Zoho, Pipedrive, SugarCRM, or spreadsheets — to your new system. We validate all data before migration, run parallel systems briefly during transition, and ensure zero data loss.

Question 5

What CRM integrations do you build?

Accepted Answer

We integrate CRMs with email platforms (Mailchimp, SendGrid), marketing automation (ActiveCampaign), telephony (Twilio), WhatsApp, websites, e-commerce platforms (Shopify, WooCommerce), accounting software (Tally, QuickBooks), and ERP systems.

Question 6

How does lead scoring work?

Accepted Answer

Lead scoring assigns numerical values to leads based on behavior (email opens, page visits, form fills), demographics (company size, role, industry), and engagement patterns. High-scoring leads are automatically prioritized for sales follow-up, reducing time wasted on unqualified prospects.

Question 7

Can the CRM automate follow-up emails and tasks?

Accepted Answer

Yes, automated workflows are a core CRM feature. We set up automated follow-up email sequences triggered by deal stage changes, time delays, or lead behavior. Automatic task creation ensures your sales team always knows the next action for every deal.

Question 8

Do you provide CRM training for our team?

Accepted Answer

Yes, all CRM projects include comprehensive team training — live training sessions, video walkthroughs, and written documentation. We ensure your team can independently manage the CRM, create reports, and make minor customizations after handover.

Question 9

What is Salesforce and do you do Salesforce development?

Accepted Answer

Salesforce is the world's leading enterprise CRM platform. We provide Salesforce customization including custom objects and fields, Lightning component development, Apex code customization, Flow/Process Builder automation, and integration with other enterprise systems.

Question 10

How do CRM dashboards and reports work?

Accepted Answer

CRM dashboards give real-time visibility into sales pipeline value, deal stage distribution, team performance, conversion rates, and revenue forecasts. We build custom dashboards for sales managers, team leads, and executives — each showing the metrics relevant to their role.

Question 11

Can we access the CRM on mobile?

Accepted Answer

Yes, modern CRMs have excellent mobile apps. HubSpot and Zoho have full-featured iOS and Android apps. For custom CRMs, we build responsive web-based interfaces optimized for mobile, and can develop dedicated native apps for heavy mobile users.

Question 12

How much does CRM development cost?

Accepted Answer

CRM costs vary significantly. HubSpot setup and customization starts from ₹30,000. Zoho CRM implementation starts from ₹25,000. Custom CRM development starts from ₹2,00,000+. Salesforce implementations depend heavily on scope. We provide a detailed quote after a discovery call.

Question 13

What is the difference between CRM and ERP?

Accepted Answer

CRM (Customer Relationship Management) focuses on managing customer interactions, sales pipelines, and marketing activities. ERP (Enterprise Resource Planning) manages internal business processes like inventory, finance, and HR. Many businesses use both, integrated together for a complete view of the business.

Question 14

Can CRM help with WhatsApp marketing?

Accepted Answer

Yes, modern CRMs integrate with WhatsApp Business API. We set up WhatsApp-based lead capture, automated WhatsApp follow-up sequences, click-to-WhatsApp ad integration with your CRM, and WhatsApp message tracking within the CRM contact timeline.

Question 15

Do you offer ongoing CRM maintenance and support?

Accepted Answer

Yes, we offer CRM maintenance retainers covering monthly data audits, workflow optimization, user addition/removal, report updates, integration troubleshooting, and minor customization requests. Support is available via email, WhatsApp, and video calls.

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