Self-Hosted CRM Setup & Customization India — Perfex, Concord, Rise
Aapka Data, Aapka Server, Aapka Control 🗂️
💬 💬 WhatsApp — Free DemoAapko Kyun Chahiye?
Excel aur WhatsApp se customers manage karte hain — follow-ups miss ho jaate hain
Cloud CRM mein data foreign servers pe store hota hai — privacy risk
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
Our Process
Requirements
We understand your sales process, team structure, and data needs.
Installation
CRM installed on your server with security hardening.
Customization
Modules, fields, workflows configured for your business.
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
- Perfex CRM installation
- Basic customization
- User setup (up to 10)
- Invoice templates
- Staff training (1 session)
- 30-day support
Custom CRM
- Full customization
- Custom modules & fields
- WhatsApp integration
- Advanced workflows
- Data migration from Excel
- Staff training (2 sessions)
- 60-day support
- Unlimited users
Enterprise
- Custom CRM development
- Mobile app integration
- Advanced API integrations
- Custom reporting & analytics
- White-label option
- 90-day support + SLA
- Ongoing development retainer
Industries We Serve
Frequently Asked Questions
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