Dynamic Custom Entity & Schema Builder
Construct new data entities for any industry in minutes. Whether you manage Manufacturing Work Orders, Legal Cases, Student Admissions, Logistics Consignments, or Heavy Machinery Assets — build relational schemas with zero code.
25+ Specialized Custom Field Types
Text, Multiline, Currencies, Auto-Calculated Formulas, Dates, Multi-Select Picklists, GPS Coordinates, Barcodes, and File Uploads.
Relational Entity Linking (1:1, 1:N, N:M)
Link custom objects to standard contacts, companies, or other custom modules with bi-directional foreign key lookups.
Dynamic Form Layouts & Tabbed Views
Organize complex forms with collapsible sections, multi-tab detail pages, and conditional field visibility rules.
Visual Pipeline Designer & Workflow Triggers
Map out complex commercial or operational processes. Design multi-stage Kanban pipelines with mandatory entry validation criteria, automated status transitions, SLA escalation alerts, and multi-channel webhook triggers.
Custom Kanban Pipeline Gateways
Configure unlimited sequential stages with required checklist validations before records can advance to the next step.
Conditional Automation If/Then Actions
Build automated chains: "If Status becomes 'Approved' and Value > ₹5,00,000 → Send WhatsApp to Director & Generate Contract PDF."
SLA Timers & Manager Escalation Chains
Define maximum allowable dwell time per stage and auto-escalate delayed tickets to senior management.
Visual Role Designer & Granular Permission Matrix
Enforce military-grade access governance. Define custom user roles, assign module-level View/Create/Edit/Delete/Export permissions, and protect sensitive organizational data with field-level masking.
Multi-Tier Role Hierarchy
Create unlimited roles (Super Admin, Territory Manager, Executive, Auditor, External Vendor) with inherited tree permissions.
Granular Field Masking & Read-Only Locks
Conceal sensitive pricing, phone numbers, or profit margins from unauthorized staff while keeping essential fields editable.
Data Ownership & Record Sharing Rules
Enforce strict record isolation: reps only see their assigned records, while managers view their entire regional team.
Open REST APIs, Webhooks & Third-Party Connectors
Seamlessly connect CRM Pro with your existing software stack. Generate automated API endpoints for every custom entity, configure real-time outbound webhooks, and integrate with ERPs, accounting software, and eCommerce stores.
Auto-Generated RESTful Endpoints
Every entity and custom field automatically exposes full CRUD REST endpoints with token authentication and Swagger documentation.
Outbound Webhooks with Retry Logic
Broadcast real-time JSON payloads to external systems on record creation, stage change, or invoice settlement with automated retries.
ERP, Payment & Accounting Connectors
Connect directly to Tally, SAP, Zoho Books, Razorpay, Stripe, and Meta Lead Ads with pre-built middleware bridges.
100% White-Label Branding & Custom Domain
Present a fully branded enterprise platform to your clients and team. Deploy under your own domain with SSL, upload custom company logos, configure theme color palettes, and send system emails from your own corporate SMTP servers.
Custom Domain with Automated SSL (HTTPS)
Map crm.yourcompany.com with one CNAME record, complete with auto-renewing Let's Encrypt SSL certificates.
Custom Brand Logo, Favicon & Palette
Replace all CRM Pro branding with your company logo, favicon, and brand color theme across web and mobile views.
Dedicated Corporate SMTP & WhatsApp Sender ID
Send all notifications, verification OTPs, and invoices from your own corporate domain email and registered WhatsApp WABA number.
Dedicated Isolated Database & High-Performance Cloud
Never share database tables with other companies. Every Custom CRM instance is provisioned with a dedicated, isolated Postgres database, daily encrypted automated backups, and 99.9% uptime SLA guarantee.
Isolated Postgres Tenant Container
Strict data isolation ensures that your customer data, custom entities, and financial records never mix with any other tenant.
Automated Daily Backups & 1-Click Restore
Automated daily snapshot backups stored in encrypted off-site cloud vaults with point-in-time recovery capabilities.
Dedicated Implementation Engineering Team
A dedicated solution architect and developer assists with data migration, custom entity design, and workflow deployment.
Custom Industry Workflow Mobile App
Deploy your custom entities, dynamic field forms, role-restricted mobile views, and real-time webhook event push alerts under your own white-labeled mobile branding.
Dynamic Custom Entity Mobile Forms
Every custom entity table created on the web automatically generates responsive mobile intake forms with instant validation.
Configurable Mobile Fields & QR Scans
Dynamic dropdowns, formula fields, photo uploads, and barcode/QR scanner inputs render natively on iOS & Android.
Granular Role-Based Access on Mobile
Field technicians, warehouse operators, and agents only see data matching their assigned territory and RBAC permissions.
Real-Time Webhook & SLA Push Alerts
Get instant mobile push notifications when pipeline stages change, SLA timers expire, or managerial approvals are required.