Your process is the advantage. Don't flatten it to fit software.
Off-the-shelf CRM asks your team to work the way it was written. We do the opposite: we sit with the people doing the job, map what actually happens, and build the system around it. Five of the products we now license started exactly this way.
Most start as a spreadsheet that grew teeth. Naming which one you have tells us where to start — and what not to build in phase one.
01
Sales CRM
Enquiry to order, with nobody dropped on the way.
Leads from every channel in one queue, owned by one person, with a next action and a date. Pipeline, quotes and closure reasons behind it.
▸Website, ads, WhatsApp and calls into one inbox
▸Follow-up discipline enforced by the system
▸Quotes and price approvals built in
▸Source-to-revenue reporting
02
Operations system
Jobs, stock, dispatch and the order in which they must happen.
For businesses where the work is physical: production, service jobs, site visits, dispatch. Sequence, capacity and evidence at each step.
▸Job cards with photos and location
▸Stock and material consumption
▸Scheduling by person, machine or route
▸Escalation when a step goes overdue
03
Billing & finance module
GST invoices raised once, by the person who made the sale.
Invoicing, receipts, ageing and payouts joined to the sale itself, with exports your accountant can actually use.
▸GST invoices, credit notes and ledgers
▸Receivables ageing with reminders
▸Commission and payout logic
▸Tally-readable exports
04
Partner or customer portal
Let dealers, agents and clients serve themselves instead of phoning you.
A logged-in area on top of your system: place orders, check status, download invoices, raise tickets. Your staff stop being a lookup service.
▸Role-based access per partner
▸Order placement and status tracking
▸Statements and invoice downloads
▸Ticket raising with history
02 — MODULES
Pick the six that earn their keep.
We have written these enough times to have them as tested parts, not blank pages. That is why a custom system does not have to cost like one.
01
Leads & follow-ups
02
Quotations & orders
03
Inventory & allocation
04
Jobs, tickets & visits
05
Invoicing & payments
06
Reports & dashboards
03 — SYSTEMS WE HAVE BUILT
Every product we license was a client system first.
That is not a marketing line, it is our business model. Each of these was built for one company's problem, then hardened enough that others could buy it.
REAL ESTATE CRM · LARAVEL
Residieons
THE PROBLEM
A Surat developer was running site visits, unit inventory and broker payouts out of a spreadsheet that three people edited at once.
WHAT WE BUILT
We built leads, site-visit scheduling, unit-level inventory with blocking, booking paperwork and broker commission in one system. It worked well enough that other developers asked for it — so it became a licensed product.
WHAT CHANGED
Unit availability stopped being a phone call. Two buyers can no longer be promised the same flat.
LaravelMySQLBootstrap
04 — TWO WAYS IN
Licence a product, or build from the spine up.
We sell both, so we have no reason to steer you. If one of our five products fits eighty percent of your process, buying it is the honest answer — and we will say so on the first call.
LIVE IN DAYS
Licence a product
Residieons, Travelieons, Accountieons, Shipieons and Chatieons are finished systems with real users. We configure one to your business and customise around the edges.
✓Working within days, not months
✓Lowest cost by a wide margin
✓Already hardened by other companies’ use
✓Customisation still possible — we own the code
BUILT AROUND YOU
Build on our spine
We start from tested foundations — users, roles, permissions, audit, notifications, reporting — and build your modules on top. Custom fit, without paying to reinvent the plumbing.
✓Your process, not a compromise of it
✓Only the modules you need, phased
✓Foundations already written and tested
✓Source code and database are yours
05 — INCLUDED IN EVERY SYSTEM
The unglamorous parts that decide whether it is used.
01
Discovery with the actual users
We sit with the people doing the job before we design anything. The process on paper is never the process in the room.
02
Roles and permissions
Who sees which data, who can approve, who can only read. Decided in week one, because retrofitting it is painful.
03
Audit trail
Every edit stamped with who and when. The first thing an owner asks is who changed this price.
04
Data migration
Your spreadsheets cleaned and imported before go-live, so day one has real customers in it.
05
Notifications that matter
Email, SMS and WhatsApp on the events people act on — not a feed everyone learns to ignore.
06
Owner dashboard
The four numbers the owner checks daily, on one screen, with the detail one click behind them.
07
Mobile-ready screens
The screens used away from a desk work on the phone your staff already carry — or as a companion app.
08
Training and rollout
Training on your own data, a parallel-run week, and printed one-pagers for the people who prefer them.
09
Handover pack
Source code, database schema, deployment notes and admin documentation — in your name, in writing.
06 — WHAT IT COSTS
Phased, so you can stop.
Internal software fails when it is bought in one giant lump. We quote per phase: each one is usable on its own, and you can pause after any of them without owning half a system.
Every number is a starting range, not a quote. What it actually costs comes back in writing
after one call — with the scope it is attached to.
07 — HOW IT ROLLS OUT
Sit with the team, then build.
01
WEEK 0
Discovery
A day or two with the people doing the work. We map the real process, including the workarounds nobody documents.
02
WEEK 1
Module plan
The module list, sequenced by what hurts most, with a phase plan you can stop after — and a price per phase.
03
WEEK 2
Data model agreed
Entities, roles and permissions signed off before screens are drawn, so nothing has to be rebuilt later.
04
EVERY 2 WEEKS
Build and review
A working build on your own data every second week. You click it, we watch what confuses you, that goes into the next sprint.
05
GO-LIVE
Migrate and train
Your data imported, staff trained on it, a parallel-run week beside the old way so nothing is lost in the switch.
06
AFTER
Settle and extend
A month of fixes included. Then the next phase, or a retainer for changes as the business moves.
08 — QUESTIONS
About internal systems.
If your process matches the trade standard, do exactly that — it is cheaper and available on Monday. Custom is worth it when the way you quote, allocate or pay commission is the reason you win, or when the off-the-shelf tool needs six spreadsheets around it to survive. We sell licences too, so we have no reason to argue you out of the cheaper answer.
First usable module in four to six weeks, and it is genuinely usable — not a demo. The full system takes eight to twenty weeks depending on how many modules you sequence. You review a working build every two weeks throughout.
Migration is part of the project, not an afterthought. We take your spreadsheets or database exports, clean the duplicates with you, and import them before go-live so day one has your real customers in it. Nobody starts on an empty system.
That is the actual risk, and we design for it: fewer fields, sensible defaults, Gujarati or Hindi labels where it helps, and screens that fit the phone your staff already carry. We train on your data, and we watch the first week to see where people get stuck.
Your server or your cloud account, your database, your domain. Source code is handed over and documented. There is no per-user licence trapping you and no lock-in — you can hire another team tomorrow without asking us for permission.
Usually yes. Exports for Tally, WhatsApp messaging through our own Chatieons API, payment gateways, courier APIs, and your website forms feeding leads straight in. If an integration has no proper API we tell you before quoting, not after.
A month of settling-in fixes is part of the project. After that, an optional monthly retainer covers changes, new reports and small modules — most clients keep it, because a system that cannot change stops being used within a year.
Not the software you want — the thing that gets missed, chased or double-entered every week. Answer that and we can tell you whether to licence one of our products or build. You get a module list, a phase plan, a timeline and a price.
NEW WORKbusiness@softieons.com · +91 95106 80663
STUDIO5th Floor, Abhinandan Royale, Bhatar Road, Surat 395007
HOURSMon–Sat, 10:00–19:00 IST · WhatsApp answered outside hours
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