Projet
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CRM, Software & IT Solutions by Projet
Serving Navi Mumbai, Maharashtra

Reporting & Dashboard Solutions Provider in Navi Mumbai, Maharashtra

CRM implementation and configuration, lead and customer workflows, integrations, dashboards and technical support for businesses organising their sales and operations data.

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Overview

Projet helps businesses select, configure and get value from CRM and related software. We set up pipelines, fields and user roles that reflect your actual sales and service process, build workflows for lead and customer management, connect the CRM with your website, messaging and accounting tools, and create reports that management can rely on.

The service is designed for organisations moving from spreadsheets to their first CRM, companies whose existing CRM is underused or poorly configured, and businesses that need custom software enhancements or integrations to fill gaps between systems. We support tools such as Zoho, HubSpot, Salesforce and other platforms, as well as custom-built solutions where off-the-shelf software does not fit, and we remain available for technical support after go-live.

Business challenges we help solve

Customer data in spreadsheets

Leads and customer details live in individual spreadsheets and phones, so information is lost when staff change roles or leave the company.

CRM bought but not adopted

A CRM was purchased but configured generically, so the team finds it cumbersome and continues to work outside it.

Systems that do not talk

Website forms, WhatsApp, accounting and the CRM are not connected, forcing staff to transfer information between them by hand.

Reports nobody trusts

Incomplete or inconsistent CRM data produces reports that do not match reality, so managers fall back on manual summaries.

CRM and software set up around how your team works

Projet begins by documenting your sales and service process, the data you need to capture and the reports management expects. We then recommend a suitable platform or improve your existing one, configuring pipelines, fields, permissions and automations to match how your team works. Integrations connect the CRM with your website, messaging, telephony and accounting tools where feasible. We migrate existing data, train users, build dashboards and provide technical support and enhancements as your requirements evolve.

What's included

CRM implementation and configuration

We set up or reconfigure CRM pipelines, stages, fields, user roles and permissions around your actual business process.

Lead and customer management workflows

We build workflows for lead capture, assignment, follow-up tasks, customer onboarding and service requests.

Third-party integrations

We connect the CRM with your website, WhatsApp, email, telephony, payment and accounting tools using available APIs and connectors.

Reporting and dashboard solutions

We create reports and dashboards for pipeline, activity, conversion stages and service performance.

Technical support and software enhancement

We provide user support, fix configuration issues and develop custom modules or enhancements where standard features fall short.

Data migration

We clean and import existing data from spreadsheets or older systems into the new setup with validation checks.

Key features

  • Process-first configuration: The CRM is configured after your process is mapped, not before.
  • Platform-neutral advice: Recommendations are based on your needs and budget rather than a single vendor.
  • Role-based access: Users see and edit only the records and fields relevant to their role.
  • User training sessions: Teams are trained on the workflows they will actually use day to day.
  • Change request handling: New requirements after go-live are logged, estimated and delivered in a controlled way.

How it helps your business

Customer information in one place

Leads, conversations and history are stored centrally rather than with individuals.

Better adoption by your team

A CRM that matches real work is more likely to be used consistently.

Less manual data transfer

Integrations move information between systems without repeated copying.

More dependable reporting

Structured data makes CRM reports closer to the true state of the business.

What you receive

  • Process and requirements document for CRM configuration
  • Configured CRM with pipelines, fields, roles and automations
  • Agreed third-party integrations, tested and documented
  • Migrated and validated customer and lead data
  • Management dashboards and standard reports
  • User training sessions and a short admin guide

Industries we support

Real Estate & Property

Used to manage project enquiries, site visits, bookings and post-sale buyer communication in one system.

Banks, NBFCs & Financial Services

Used to track leads, applications and service requests with role-based access controls.

Manufacturing & Industrial

Used to manage dealer networks, quotations, orders and after-sales service requests.

Startups, Entrepreneurs & SMEs

Used to move from spreadsheets to a structured CRM suited to a growing team.

How the engagement works

  1. Step 01

    Share your systems and pain points

    You describe your current tools, team structure and what is not working today.

  2. Step 02

    Map process and requirements

    We map your sales and service process and define fields, workflows, integrations and reports.

  3. Step 03

    Agree platform and scope

    You receive a proposal covering the recommended platform, configuration scope, licences and fees.

  4. Step 04

    Configure, integrate and migrate

    We configure the CRM, build integrations, migrate data and test everything with your team.

  5. Step 05

    Train, support and enhance

    Users are trained, issues are supported after go-live and enhancements are delivered as agreed.

Serving Navi Mumbai, Maharashtra

Looking for Reporting & Dashboard Solutions Provider in Navi Mumbai, Maharashtra? Projet delivers Reporting & Dashboard Solutions for businesses in Navi Mumbai and nearby areas through one coordinated team, with clear deliverables, structured workflows and regular reporting.

Reporting & Dashboard Solutions in Navi Mumbai, Maharashtra, answered

We work with widely used platforms such as Zoho CRM, HubSpot and Salesforce, and can build custom solutions where needed. We recommend a platform only after understanding your process and budget.

Software licences are usually paid directly to the platform provider and are separate from our implementation fee. The proposal lists expected licence costs so you can see the total.

Often, yes. Many CRMs can be made far more useful through reconfiguration, clean-up and better workflows. We assess this before suggesting any change of platform.

Data is transferred using controlled access, validated after import and used only for the migration. Original files remain with you, and any working copies are removed after the project as agreed.

Yes. Support can include user queries, configuration changes, integration monitoring and new enhancements under a support plan or change request arrangement.

Yes, Projet offers Reporting & Dashboard Solutions for businesses in Navi Mumbai, Maharashtra.

Coverage within Navi Mumbai, Maharashtra is confirmed at enquiry.

Most work is delivered by our coordinated team remotely, with on-ground support in Navi Mumbai, Maharashtra where the scope needs it. Timelines and reporting frequency are agreed in the proposal.

Use the enquiry form on this page with your requirement, expected scope and preferred start date. We'll assess it and share a clear proposal with deliverables and timelines.

Request a proposal

Share your requirement and expected scope — we reply within one working day.

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