AutoProbaho

Build the core system

Custom CRM development built around how your team actually sells

A CRM only works if sales people use it, and they only use it when it mirrors how they sell. AutoProbaho designs and develops CRM systems around your pipeline, your customer types and your channels — including WhatsApp, phone and field visits — so every lead, quote and follow-up lives in one place instead of in someone's head.

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Customer knowledge lives in phones, not in the business

In most growing companies the sales history of a customer is spread across a salesperson's WhatsApp, a notebook, a few Excel sheets and the accountant's invoice list. When that salesperson is on leave or leaves the company, the relationship goes with them. Managers cannot see which deals are stuck, which quotes were never followed up, or why last quarter's forecast was wrong.

Generic SaaS CRMs promise a fix but are built around a US-style inside-sales funnel. They charge per seat, hide the fields you actually need behind higher tiers, do not speak Bengali or German, and rarely connect cleanly to your ERP, invoicing tool or WhatsApp Business. After a few months the team quietly goes back to spreadsheets.

Who this is for

  • Distributors, trading houses and B2B suppliers with field sales teams and repeat customers
  • Service companies, agencies and consultancies that quote, follow up and renew
  • Manufacturers and exporters managing buyers, samples and long negotiation cycles
  • Owners who want to see the whole pipeline without asking each salesperson for an update

Current pain points

  • Leads fall through the cracks

    Enquiries arrive by phone, Facebook, WhatsApp and email. Nobody knows which were answered, and which were forgotten.

  • Quotes without follow-up

    A quote goes out and is never chased. The customer buys elsewhere and the loss is never analysed.

  • No shared customer history

    Pricing agreed last year, complaints from last month, the contact who actually decides — all in one person's memory.

  • Forecasts are guesswork

    Monthly targets are tracked in a spreadsheet updated by hand; the owner finds out about a shortfall at month-end.

  • Per-seat SaaS pricing

    Adding a junior sales rep or a showroom staff member should not raise the software bill.

What AutoProbaho builds

  1. A pipeline that matches your sales cycle

    Stages, fields and rules defined from your process — B2B tender, dealer network, showroom walk-in or export buyer — not a generic template.

  2. Contact and account management

    Companies, contacts, branches, credit terms, agreed prices and the full timeline of calls, visits, quotes and orders.

  3. Quotation and order handoff

    Quotes generated from price lists, approved when needed, converted to orders and pushed to your ERP or invoicing tool.

  4. Multi-channel inbox

    WhatsApp Business, Facebook/Instagram messages, web forms and email captured as leads with an owner and a due date.

  5. Manager dashboards and reminders

    Pipeline value by stage, overdue follow-ups, win/loss reasons and daily digests — visible on mobile without asking anyone.

Modules & capabilities

  • Lead capture & routing

    Web, WhatsApp, Facebook, phone and walk-in leads with source tracking, duplicate detection and automatic assignment rules.

  • Pipeline & opportunities

    Configurable stages, expected value and close date, stage-specific checklists, stalled-deal alerts.

  • Accounts & contacts

    Customer master shared with the ERP, decision-makers, branches, credit limit and payment behaviour.

  • Quotes & price lists

    Product catalogue, tiered pricing per customer group, discount approvals, PDF quotes in Bengali, English or German.

  • Activities & field visits

    Calls, meetings, visit check-in with GPS, tasks and reminders; works offline and syncs later.

  • After-sales & complaints

    Tickets, warranty claims and service visits linked to the customer record and escalated on SLA.

  • Campaigns & broadcasts

    Segmented WhatsApp and email broadcasts with consent tracking and reply capture back into the pipeline.

  • Reports & forecasting

    Conversion by stage and source, salesperson performance, forecast vs target, churn signals for repeat customers.

Interactive demonstration

Example workflows

Enquiry to quote

  1. 1A WhatsApp or web enquiry creates a lead with source and owner
  2. 2The rep qualifies it on mobile and moves it to Quotation
  3. 3A quote is generated from the customer's price list
  4. 4Discounts above threshold go to a manager for approval
  5. 5The quote is sent, and a follow-up task is scheduled automatically

Field sales day

  1. 1The rep sees today's planned visits and overdue follow-ups
  2. 2Check-in at the customer with a note and photos
  3. 3Order is captured offline in a low-signal area
  4. 4Sync pushes the order to the ERP for stock check and invoicing
  5. 5The manager sees route coverage and orders by evening

Complaint to resolution

  1. 1Customer complaint arrives via call or WhatsApp
  2. 2Ticket is created against the account and product
  3. 3Assigned to service with an SLA timer
  4. 4Resolution and parts used are logged
  5. 5Customer receives a closure message; recurring issues appear in reports

Integrations

  • Your ERP or invoicing system (built by us or existing)
  • WhatsApp Business API, Facebook & Instagram Messenger
  • Email (Google Workspace, Microsoft 365)
  • Website and landing-page forms
  • Telephony / call logging
  • Payment gateways (bKash, Nagad, SSLCommerz, Stripe)
  • n8n workflow automation
  • BI dashboards

Implementation process

  1. 01

    Sales process mapping

    We sit with sales, service and management to map how leads really move — including the steps that happen on WhatsApp and paper.

  2. 02

    Pipeline and data design

    Stages, fields, roles and reports agreed on clickable prototypes before development starts.

  3. 03

    Build in increments

    Lead capture and pipeline first, then quotes, after-sales and campaigns; each increment tested with real customers.

  4. 04

    Migrate contacts and train

    Customer lists from Excel, phones and old tools are cleaned and imported; reps are trained on their own deals.

  5. 05

    Adoption and tuning

    We watch usage in the first weeks, remove friction and add the automations that keep the team inside the system.

Expected business outcomes

  • Every lead has an owner

    No enquiry is left unanswered because it arrived on the wrong channel.

  • Visible pipeline

    Management sees stage-by-stage value and stalled deals without chasing updates.

  • Customer history stays with the company

    Prices, contacts and conversations survive staff changes.

  • Sales and operations agree

    Orders flow into the ERP once, with the right prices and credit checks.

Security & ownership

  • Data ownership

    Customer data sits in your own database and cloud account, exportable at any time.

  • Role-based visibility

    Reps see their own accounts, managers see teams, directors see everything; every change is logged.

  • Privacy by design

    Consent tracking for broadcasts, GDPR/DSGVO-ready data handling for German clients, encrypted backups.

Frequently asked questions

For a small inside-sales team they can be a good fit. A custom CRM makes sense when your process differs from the template, when per-seat costs bite, when you need WhatsApp-first workflows or deep ERP integration, or when data must stay in your own infrastructure.

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Let us map your sales process first

Book a free consultation. We will review how leads and customers are handled today and outline a CRM that your team would actually adopt.

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