Our own product: every lead source, quotation, invoice and sales report in one CRM — built because we needed it first.
3 sources
Auto-captured
Facebook, JustDial, any website form via API
Under 2 min
Ad lead to assigned rep
Was up to a day of manual copying
0
Spreadsheets in the sales flow
Capture to invoice in one system
Multi-company
Units on one dashboard
Separate teams, combined reporting
Omm CRM started as an internal fix. Leads were arriving from Facebook lead ads, JustDial and website forms, then being copied into spreadsheets while quotations, invoices and follow-ups lived in other tools. We built one system that pulls every source in automatically, moves leads through a visual pipeline, and generates quotes and invoices in place — with multi-company and multi-team support so an owner running several units sees all of them from one dashboard. It now runs our own sales floor and is deployed for client teams.
The gaps in Omm Crm's setup before the project started — and what they were costing.
A Facebook lead ad enquiry, a JustDial ping and a website form all landed in different places. Someone exported or copied them into a sheet, usually at the end of the day. The gap between a person filling a form and a rep calling them was measured in hours — long enough for a competitor who called in ten minutes to win the job.
Pipeline in a spreadsheet, quotations in Word, invoices in a billing tool, meetings in a calendar, follow-ups in personal reminders. Every handoff was a retype, and a quotation sent could not be traced back to the lead that asked for it.
Weekly numbers were assembled by asking each rep, which meant they were both late and optimistic. For a group running more than one company or team, comparing units meant reconciling different spreadsheets with different columns.
Each phase closed before the next one opened, so nothing was rebuilt twice.
We timed how long each source took to reach a rep and where records were being retyped. Facebook and JustDial were the worst offenders; website forms were fast but landed in an inbox with no owner. That ordering set the build sequence.
Facebook lead ads and JustDial integrations, plus a documented API so any website form — ours or a client's, on any stack — posts straight into the CRM. Assignment rules attach an owner at the moment of capture, so a lead is never unowned.
A visual stage pipeline with client records, tasks, meeting scheduling, quotation generation and invoice generation attached to the same lead. Multi-company and multi-team structures were built in from the start rather than bolted on, so each unit works in isolation while management sees the whole.
Conversion by stage, sales performance by team member and revenue trends, all live. We ran our own sales floor on it before offering it to clients, which is where most of the sharp edges surfaced and got fixed.
Facebook lead ads, JustDial and any website form via API land in the pipeline with an owner attached within a couple of minutes. Speed to first call stopped being a matter of who was at their desk.
Quotations and invoices are generated against the record that produced them, so a deal carries its own paper trail and nothing is retyped between tools.
Each company or team works in its own space with its own pipeline, while the owner compares conversion, rep performance and revenue across all of them without collecting reports.
Every tool here was picked for a reason — speed, reporting, or one less manual step.
Dashboard and pipeline UI with server rendering where it helps
Drag-and-drop pipeline, tables and form builders
Lead, quotation and invoice models typed across client and API
Dense data UI that stays consistent
API, integrations and background jobs
Multi-company data with real constraints and audit history
Facebook lead ad capture in near real time
Follow-ups and quotation delivery on a channel people read
Same image across staging, production and client deployments
Reverse proxy, TLS and file handling
Continuous shipping without downtime for live sales teams
The part that matters: what the business could do afterwards that it could not do before.
Because capture and assignment are automatic, the rep calls while the enquiry is still warm. In lead-ad driven categories that single change decides a meaningful share of deals.
Capture, pipeline, meetings, quotation, invoice and follow-up sit on the same record. Reps stopped switching tools mid-deal, and the record of what was promised no longer lives in someone's sent folder.
Conversion by stage, performance by rep and revenue by company are live. Weekly review meetings start from the dashboard rather than from a round of chasing.
| Measure | Before | After |
|---|---|---|
| Lead to assigned rep | Hours, sometimes a day | Under 2 minutes |
| Tools in the sales flow | Five, with retyping between | One |
| Quotation to invoice | Separate documents, manual link | Generated on the same record |
| Performance reporting | Weekly, assembled by hand | Live dashboard |
“We built it because we were losing leads in the gap between Facebook and a spreadsheet. Running our own sales on it for a year is what made it usable for anyone else.”
A sales CRM built in-house that captures leads automatically from Facebook lead ads, JustDial and any website form via API, moves them through a visual pipeline, and handles client records, tasks, meetings, quotation generation and invoice generation in the same system, with multi-company and multi-team support and a live analytics dashboard.
Yes. Any website form can post into the CRM through the lead API regardless of the stack it runs on — WordPress, Shopify, a custom build or a landing page.
That was a requirement from the start. Each company or team operates in its own space with its own pipeline and users, while management compares conversion, rep performance and revenue across all units from one dashboard.
Yes — it is deployed for client teams and configured to their pipeline stages, quotation formats and reporting needs. Get in touch and we will map your current sales flow before quoting.
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Tell us what is slowing the business down. We will map the fix before you commit to anything.
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