Software shaped around how your team actually works — leads, clients, follow-ups, invoices, content and reports in one system, instead of ten spreadsheets.
Custom CRMPipeline, follow-ups, WhatsApp & email reminders and revenue in one place.
Key facts
Provider
Plans Global Solutions — subsidiary of Plans Global LLC (USA)
Category
Crm & cms
Offices
Folsom, California (USA) · Haryana (India)
Serves
Clients worldwide · English & Hindi
Contact
operation.plansglobal@gmail.com
Quick answer
What is custom CRM development?
Custom CRM development is building customer-relationship software around a company's own process — its lead sources, sales stages, clients, invoices, follow-ups and reports — rather than adapting the business to an off-the-shelf tool. Plans Global Solutions builds custom CRM systems and content management systems (CMS) for businesses in the USA, India and worldwide.
By the Plans Global Solutions engineering teamReviewed by Plans Global LLC (USA)Updated 10 November 2026
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Demo data stays in your browser. A real Plans Global CRM adds clients, invoices, tasks, WhatsApp & email reminders, roles and reports.
Features
What's included — CRM & CMS Development
Lead & client management
Capture leads from your website, ads and WhatsApp into one pipeline.
Follow-ups & tasks
Reminders, tasks and activity history for every client.
Invoices & payments
Quotes, invoices, payment status and dues.
WhatsApp & email automation
Automatic messages for follow-ups, reminders and updates.
Custom CMS
Manage pages, products, courses, listings and media.
Dashboards & reports
Sales, team performance and revenue at a glance.
Roles & security
Permissions per team member and full audit logs.
Integrations
Connect payment gateways, email, WhatsApp and other tools via API.
Step by step
How we build your CRM or CMS
Map your process
We document how leads, clients and content move today.
Design
Screens are designed and approved with your team.
Build in sprints
Working software every sprint, with demos.
Migrate & train
Existing data is imported and your team is trained.
Support
Hosting, updates and new features as you grow.
Who it's for
Built for
Small & medium businessesCoaching institutesAgenciesReal estate & sales teamsMusic companiesProfessional services
Available worldwide
CRM & CMS Development for clients in every major market
Delivered remotely from our offices in the USA and India.
A product demo, a DDEX integration, a white-label platform, a CRM, a website, an app or an automation — share a few lines and we reply within one business day, in English or Hindi.