Self-Hosted CRM

Self-Hosted CRM Setup & Customization India — Perfex, Concord, Rise

Aapka Data, Aapka Server, Aapka Control 🗂️

💬 💬 WhatsApp — Free Demo

Aapko Kyun Chahiye?

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Excel aur WhatsApp se customers manage karte hain — follow-ups miss ho jaate hain

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Cloud CRM mein data foreign servers pe store hota hai — privacy risk

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Expensive monthly subscription — ₹2,000–₹10,000/month bina ownership ke

What Is Self-Hosted CRM?

A self-hosted CRM (Customer Relationship Management) system is software that runs on your own server, giving you complete ownership of your customer data. Unlike Salesforce or Zoho which store your data on their American servers, self-hosted CRMs keep everything within India — on a server you control.

We specialize in Perfex CRM, Concord CRM, and Rise CRM — powerful, feature-rich systems that cost a one-time setup fee with no recurring license costs. You pay once, you own it forever.

These CRMs handle lead management, customer follow-ups, project management, invoicing, proposals, support tickets, and much more. We customize them completely for your specific industry and workflow.

What's Included

CRM installation on your server
Custom modules for your industry
Lead pipeline setup
WhatsApp integration for notifications
Custom invoice & proposal templates
User roles & permissions setup
Email/SMS notification configuration
Data import from Excel/existing CRM
Staff training (2 sessions)
60-day post-setup support

Our Process

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Step 1

Requirements

We understand your sales process, team structure, and data needs.

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Step 2

Installation

CRM installed on your server with security hardening.

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Step 3

Customization

Modules, fields, workflows configured for your business.

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Step 4

Training & Launch

Team training and data migration from your existing system.

Transparent Pricing

All prices in INR + 18% GST · 50% advance, 50% on delivery

Perfex CRM Setup

₹25,000+ GST
  • Perfex CRM installation
  • Basic customization
  • User setup (up to 10)
  • Invoice templates
  • Staff training (1 session)
  • 30-day support
💬 Get Started
⭐ Most Popular

Custom CRM

₹60,000+ GST
  • Full customization
  • Custom modules & fields
  • WhatsApp integration
  • Advanced workflows
  • Data migration from Excel
  • Staff training (2 sessions)
  • 60-day support
  • Unlimited users
💬 Get Started

Enterprise

₹1,50,000+
  • Custom CRM development
  • Mobile app integration
  • Advanced API integrations
  • Custom reporting & analytics
  • White-label option
  • 90-day support + SLA
  • Ongoing development retainer
💬 Get Started

Industries We Serve

🏠 Real Estate🏥 Healthcare🎓 Education🏭 Manufacturing🛒 E-Commerce

Frequently Asked Questions

Ready to Give Your Business a Digital Upgrade?

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