Desktop App CRM Software

Desktop CRM

Contacts, calls, follow-ups and quotations in a fast desktop CRM.

  • Platforms Windows · macOS
  • CategoryDesktop Applications
  • Starting from₹19,999
Desktop CRM – desktop app UI design by Gletus Technology
Project Overview

What Desktop CRM does for your business

Desktop CRM helps a sales team capture every lead, follow up on time and see exactly where each deal stands — from first enquiry to paying customer.

Leads arrive from the website, calls, WhatsApp, IndiaMART and walk-ins, then live in notebooks and spreadsheets. Follow-ups are missed, nobody knows which source performs, and managers cannot see the pipeline. A CRM fixes that discipline.

Business objectives

  • Capture leads from every channel automatically
  • Never miss a follow-up with reminders and tasks
  • See the pipeline and forecast revenue
  • Measure team and lead-source performance

Key benefits

No lost leads

Every enquiry lands in one system with its source.

Faster follow-up

Reminders, tasks and activity history per lead.

Pipeline visibility

Deals by stage, value and owner.

Accountable teams

Targets, assignments and performance reports.

Who uses it

Sales team

Leads, follow-ups, calls, notes and deals.

Managers

Pipeline, targets, assignments and reports.

Admin

Users, roles, fields, sources and integrations.

Features

Desktop CRM features

Highlights specific to this solution, followed by the complete feature set we scope for crm software projects.

Lead capture from all channels
Pipeline & deal stages
Follow-up reminders
Call & WhatsApp logging
Team targets
Sales reports

CRM features

  • Lead capture and management
  • Lead → prospect → customer workflow
  • Contact and company management
  • Sales pipeline and deal tracking
  • Follow-up reminders and tasks
  • Calls, emails, notes and activity history
  • Sales team assignments
  • Role-based access
  • Dashboard and sales reports
  • Lead source tracking
  • Import / export
  • WhatsApp, email and telephony integration options
  • Workflow automation
  • API integrations
  • Multi-branch or multi-store management where required

Desktop application essentials

  • Installer for Windows (macOS as scoped)
  • Offline working with sync when online (as scoped)
  • Local printing and hardware support (barcode, thermal printers)
  • Automatic update mechanism
  • Role-based login
  • Local and cloud backup options
How It Works

Lead-to-customer workflow

  1. A lead arrives from the website, a call, WhatsApp, a portal or an import.
  2. The lead is created with its source and assigned to a salesperson.
  3. Salesperson contacts the lead and logs the call, notes and next step.
  4. A follow-up reminder is set; overdue tasks are flagged.
  5. Qualified leads become prospects with a deal value and stage.
  6. The deal moves through pipeline stages (proposal, negotiation …).
  7. On closing, the prospect becomes a customer.
  8. Managers review pipeline, conversion and source reports.
Control Centre

Admin panel & additional options

Admin panel

  • User, team and role management
  • Custom fields, stages and lead sources
  • Assignment rules
  • Automation rules (as per package)
  • Import / export and duplicate checks
  • Integration settings
  • Audit of key changes

Additional options

  • Mobile app for the sales team
  • Quotation and invoice generation
  • IVR / cloud telephony with call recording
  • WhatsApp Business API inbox
  • IndiaMART / JustDial / Meta lead sync
  • ERP or accounting integration

Add-ons are scoped and priced separately.

Technology & Architecture

Proposed technology stack

A typical stack for this kind of project. The final choice is confirmed in the proposal and depends on the package and your requirements.

LaravelPHP backend: business logic, admin panel and REST APIs
VueReactive admin panels and dashboards
MySQLRelational database for orders, users and transactions
FlutterOne codebase for the Android and iOS apps
WhatsApp APIWhatsApp notifications and two-way messaging

Technology options by package

Basic CRMPHP / Laravel + MySQL
Standard CRMLaravel + MySQL
Advanced CRMLaravel / Node.js + MySQL, Flutter app as scoped
Enterprise CRMScalable architecture chosen per project

How it fits together

Sales team
Managers
Admin
Secure API & business logicAuthentication, roles, validation, workflows
Database & storage
Integrations
Cloud hosting

Integration options

  • Website and landing-page forms
  • WhatsApp Business API (provider charges extra)
  • Cloud telephony / IVR (as scoped)
  • Email (SMTP / Gmail / Outlook)
  • Lead portals such as IndiaMART, JustDial, Meta Lead Ads (as available)
  • REST API for other systems

Security

  • HTTPS / SSL on every page and API
  • Hashed passwords and secure session handling
  • Role-based permissions for staff and admins
  • Server-side validation with CSRF and SQL-injection protection
  • Regular database backups (frequency as per hosting plan)
  • Audit logs for sensitive admin actions (advanced scopes)

Scalability

  • Modular codebase so new features do not destabilise old ones
  • Caching (for example Redis) and query optimisation where traffic needs it
  • Cloud hosting with vertical scaling as usage grows
  • Load balancing and horizontal scaling for high-traffic or enterprise deployments
  • CDN for images and static assets
Packages & Pricing

Choose Your CRM Software Package

Configurable CRM packages with indicative one-time development prices. Each card lists the modules, users, automation, reports, integrations and customisation it covers.

Basic CRM

₹19,999onwards

Small businesses and basic lead management

Technology
PHP / Laravel + MySQL
Platforms
Web (mobile-responsive)
  • Lead capture (web form, manual entry, import)
  • Contact and company records
  • Lead → prospect → customer status
  • Follow-up reminders and tasks
  • Notes and activity history
  • Basic dashboard
Integrations & exclusions

Integration options

  • Website lead form
  • CSV import / export

Not included

  • Sales pipeline with deal values
  • Automation rules
  • WhatsApp / telephony integration
  • Multi-branch
Recommended for this project

Standard CRM

₹39,999onwards

Sales pipelines, follow-ups and dashboards

Technology
Laravel + MySQL
Platforms
Web (mobile-responsive)
  • Everything in Basic
  • Sales pipeline and deal tracking
  • Sales team assignments
  • Lead source tracking
  • Tasks and calendar
  • Dashboards and sales reports
  • Custom fields and stages
Integrations & exclusions

Integration options

  • Website and landing-page forms
  • Email notifications
  • WhatsApp click-to-chat
  • CSV import / export

Not included

  • WhatsApp Business API / telephony integration
  • Workflow automation builder
  • Multi-branch

Advanced CRM

₹1,19,999onwards

Multi-user workflows and integrations

Technology
Laravel / Node.js + MySQL, Flutter app as scoped
Platforms
Web + mobile app as scoped
  • Everything in Standard
  • Workflow automation
  • WhatsApp, email and telephony integration options
  • API integrations
  • Approval workflows
  • Multi-branch or multi-store management where required
  • Sales-team mobile app as scoped
Integrations & exclusions

Integration options

  • WhatsApp Business API (provider charges extra)
  • Cloud telephony / IVR (as scoped)
  • Email (SMTP / Gmail / Outlook)
  • Lead portals with APIs
  • REST API

Not included

  • ERP / accounting integration (quoted separately)
  • Third-party usage charges

Enterprise CRM

₹4,99,999 – ₹7,99,999

Complex workflows, multi-branch operations and custom integrations

Technology
Scalable architecture chosen per project
Platforms
Web + mobile + integrations
  • Everything in Advanced
  • Custom modules and workflows
  • Multi-branch / multi-company operations
  • ERP and accounting integration
  • SSO and audit logs
  • Scalable infrastructure and monitoring
Integrations & exclusions

Integration options

  • ERP / accounting systems
  • SSO / identity providers
  • Any documented third-party API

Not included

  • Cloud infrastructure (billed separately)
  • Software licences
  • AMC unless contracted

Compare packages

FeatureBasic CRMStandard CRMAdvanced CRMEnterprise CRM
Starting price₹19,999 onwards₹39,999 onwards₹1,19,999 onwards₹4,99,999 – ₹7,99,999
TechnologyPHP / Laravel + MySQLLaravel + MySQLLaravel / Node.js + MySQL, Flutter app as scopedScalable architecture chosen per project
Best suited forSmall businesses and basic lead managementSales pipelines, follow-ups and dashboardsMulti-user workflows and integrationsComplex workflows, multi-branch operations and custom integrations
PlatformsWeb (mobile-responsive)Web (mobile-responsive)Web + mobile app as scopedWeb + mobile + integrations
Included modulesLeads, contacts, follow-ups, notes, basic dashboardBasic + pipeline, deals, assignments, sources, tasksStandard + automation, integrations, approvals, multi-branch as requiredAs per scope document
Users & rolesAdmin and staff roles; user count as per quotationRole-based access (admin, manager, sales); user count as per quotationMultiple roles and teams; user count as per quotationMulti-level roles and hierarchy as scoped
AutomationFollow-up remindersReminders and lead-assignment rulesRule-based workflows, auto-assignment, scheduled messagesCustom automation and approvals
Reports & dashboardsBasic dashboard and lead lists with exportPipeline, source and team performance reportsAdvanced dashboards, branch and source analyticsCustom MIS and analytics
Integration scopeWebsite form; CSV import / exportWeb forms, email notifications, WhatsApp click-to-chatWhatsApp, email, telephony and lead-portal APIs as scopedERP, accounting, telephony, WhatsApp and custom APIs
CustomisationBranding and field labels within standard modulesCustom fields, stages and sourcesCustom modules within agreed scopeFully custom
Deployment & maintenanceDeployed on your hosting; bug-fix support period as per quotation; AMC optionalDeployed on your hosting; bug-fix support period as per quotation; AMC optionalDeployment on your hosting or cloud; bug-fix support period as per quotation; AMC optionalAs per contract (SLA / AMC)
Recurring chargesNone from Gletus. Hosting, domain and third-party services renew with their providersNone from Gletus. Hosting, domain and third-party services renew with their providersThird-party API and hosting charges, billed by providersCloud, licences and AMC as contracted
GSTExtra, as applicable on the quotationExtra, as applicable on the quotationExtra, as applicable on the quotationExtra, as applicable on the quotation
  • One-time development fee. Monthly SaaS subscriptions, third-party API charges (WhatsApp, SMS, telephony, email) and unlimited users are not included unless written into the quotation.
  • User count and roles are fixed in the quotation for each package.
  • Hosting and domain are billed by the provider.
FAQ

Questions about Desktop CRM

Is Desktop CRM a monthly subscription?

The packages are one-time development fees for software built for you. Monthly costs such as hosting, WhatsApp API, SMS or telephony are separate and billed by those providers. Unlimited users are not assumed — user and role scope is set in the quotation.

Can leads come in automatically from our website and portals?

Website forms connect directly. Portals such as IndiaMART, JustDial or Meta Lead Ads can sync where they offer an API or webhook.

Can we add custom fields and stages?

Yes. Custom fields and pipeline stages are part of the Standard package upward.

Are these package prices final?

No. They are indicative starting prices. You receive a written quotation after a short requirements discussion, and GST is extra as applicable.

What is not included in the package price?

Domain, hosting, payment-gateway fees, app-store developer accounts and third-party services such as SMS, WhatsApp, maps or cloud usage are billed by those providers. Each package card lists its own exclusions.

Get a Quotation

Request a quote for Desktop CRM

Tell us what you need. We reply within one business day with questions or a written quotation — no obligation.

ProjectDesktop CRM
CategoryDesktop App · CRM Software
PackageNot selected — we will suggest one
Starting price—
Request typePackage quote
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  • Written scope and exclusions before any payment.
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