CUSTOM CRM DEVELOPMENT

Most Nepali businesses set up a CRM once, abandon it in 3 months, and go back to WhatsApp — the problem is the CRM was never built for how your team actually works

Ignited Nepal configures CRM systems that match your actual pipeline, your team's language, and your lead channels — whether you run a trekking company, an export brand, a consultancy, or a legal firm. We handle platform selection, stage design, custom fields, WhatsApp integration, and team training so the CRM gets used.

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/ This is for you if

This service is for Nepali businesses that have tried a CRM, or are about to, and need it to actually stick.

Trekking and adventure tourism operators managing booking enquiries across WhatsApp, email, and direct walk-ins

Export brands handling wholesale enquiries, MOQ negotiations, and buyer follow-ups across multiple destination markets

Legal firms and consultancies tracking client intake, proposal stages, and retainer renewals

Digital marketing agencies and service businesses growing a local client base and needing a proper sales pipeline

Any Nepali business where the owner or sales lead currently holds all client information in their personal phone

/ What's broken

What's Broken

Pipeline stages that do not match the Nepal business workflow

A trekking company's pipeline from initial enquiry to confirmed booking has 6 to 8 distinct steps: enquiry received, itinerary sent, customisation requested, quote revised, deposit received, booking confirmed, pre-departure briefing, post-trip follow-up. A default CRM setup with four stages, "lead, qualified, proposal, closed won," does not map to any of that. The team stops using the pipeline because updating the stage does not reflect what is actually happening in the sale. Within weeks, team members revert to WhatsApp and the CRM becomes a contacts list nobody trusts.

WhatsApp conversations never make it into the CRM

The entire customer communication history for most Nepali businesses lives across multiple WhatsApp threads. When a team member leaves or a phone is lost, that entire conversation history disappears with it. A default HubSpot or Zoho setup has no mechanism to capture WhatsApp messages. Without a WhatsApp Business API integration, the CRM will always be incomplete, because WhatsApp is the primary sales channel for most Nepali teams.

Missing custom fields for Nepal-specific business data

An export brand needs to track product category, destination market, wholesale quantity, MOQ, Incoterms, and buyer contact type. None of these fields exist in a default HubSpot Free or Zoho CRM setup. The team creates a parallel spreadsheet to hold this information because the CRM cannot accommodate it. Now there are two systems, neither of which is complete, and the owner cannot get a full picture of any deal from one place.

No visibility into lead source or pipeline conversion rate

The business owner cannot answer a basic question: which lead source produced the most confirmed bookings this quarter? Instagram DM, website enquiry form, referral, or trade fair? The pipeline has no reporting because the stages were never configured and the contact source field was never populated. Without this data, marketing spend decisions are guesswork and the sales process cannot be improved.

/ What we engineer

What We Do

Each workstream is built by the team that audits it, and wired into the rest of your growth system.

Platform selection and setup

We assess your team size, budget, lead volume, and workflow, then recommend the right platform: HubSpot Free or Starter, GoHighLevel, Zoho CRM, or Pipedrive. We set up the account from scratch with the correct configuration, not the default out-of-box template.

Custom pipeline stage design

We map your actual sales or booking process, step by step, with your team. We build pipeline stages that reflect how your business works: for a trekking company this means stages from initial enquiry through to post-trip follow-up; for an export brand this means stages from wholesale enquiry through to purchase order confirmed.

Custom fields and contact properties

We build all non-standard data fields your business needs inside the CRM: product categories, destination markets, booking details, legal identifiers, or whatever your team currently tracks in spreadsheets. Every deal and contact record contains the full data picture.

WhatsApp Business API integration

We connect your WhatsApp Business account to your CRM so that customer conversations are logged against contact records automatically. Sales history is no longer held on a team member's personal phone. It lives in the CRM where the whole team can see it.

Team onboarding and training

We run structured training sessions in Nepali and English so your team knows how to log activities, update deal stages, and use the reporting dashboards. We do not hand over a configured system and leave. We stay through the first 30 days to fix gaps as they emerge.

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/ What changes

What Changes

Before
After
BeforeA trekking company's pipeline from initial enquiry to confirmed booking has 6 to 8 distinct steps: enquiry received, itinerary sent, customisation requested, quote revised, deposit received, booking confirmed, pre-departure briefing, post-trip follow-up. A default CRM setup with four stages, "lead, qualified, proposal, closed won," does not map to any of that. The team stops using the pipeline because updating the stage does not reflect what is actually happening in the sale. Within weeks, team members revert to WhatsApp and the CRM becomes a contacts list nobody trusts.
AfterEvery active deal has a stage that reflects the real status, not a generic label
BeforeThe entire customer communication history for most Nepali businesses lives across multiple WhatsApp threads. When a team member leaves or a phone is lost, that entire conversation history disappears with it. A default HubSpot or Zoho setup has no mechanism to capture WhatsApp messages. Without a WhatsApp Business API integration, the CRM will always be incomplete, because WhatsApp is the primary sales channel for most Nepali teams.
AfterEvery customer contact record has the full conversation history, including WhatsApp threads
BeforeAn export brand needs to track product category, destination market, wholesale quantity, MOQ, Incoterms, and buyer contact type. None of these fields exist in a default HubSpot Free or Zoho CRM setup. The team creates a parallel spreadsheet to hold this information because the CRM cannot accommodate it. Now there are two systems, neither of which is complete, and the owner cannot get a full picture of any deal from one place.
AfterThe owner can see a live pipeline view: how many deals are at each stage, which are stalled, and which lead source is producing the most conversions
BeforeThe business owner cannot answer a basic question: which lead source produced the most confirmed bookings this quarter? Instagram DM, website enquiry form, referral, or trade fair? The pipeline has no reporting because the stages were never configured and the contact source field was never populated. Without this data, marketing spend decisions are guesswork and the sales process cannot be improved.
AfterThe team has a CRM they understand and trust enough to use every day, not one they work around

/ How it works

Process

  1. CRM Diagnostic Week 1

    We audit your current setup, whether that is an existing CRM account, a set of spreadsheets, or a WhatsApp group. We map your actual sales or booking process and identify the gap between how your pipeline works and how a CRM would need to be configured to support it.

  2. Architecture and Field Design Week 1-2

    We design the pipeline stages, custom fields, contact properties, and team permission structure before touching the CRM. You review and approve the design before we build. No surprises after configuration is complete.

  3. Configuration and Integration Week 2-3

    We configure the CRM platform, build all custom fields and pipeline stages, connect your email and calendar, and set up WhatsApp Business API integration. We import existing contacts and deals from your spreadsheets or previous CRM.

  4. Training and 30-Day Support Week 3 onwards

    We run onboarding sessions with your team, provide documentation in plain language, and remain available for 30 days to fix any issues. We check usage data at Day 14 and Day 30 to confirm adoption and address anything the team is not using correctly.

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/ Common questions

FAQ

Straight answers on scope, timelines and cost. Anything else, ask us directly.

Ask us directly
What is the best CRM for a small Nepali business, HubSpot Free or GoHighLevel?

HubSpot Free is the better starting point for most Nepali businesses with fewer than 10 people and a straightforward sales pipeline, because it has no per-user cost, connects easily with Gmail and Google Calendar, and has sufficient custom field and pipeline functionality for most service and export businesses. GoHighLevel is a stronger fit for Nepali digital marketing agencies or businesses that need CRM, email marketing, and landing page tools in a single platform, as it consolidates tools that would otherwise require separate subscriptions. The platform choice matters less than the configuration: a correctly set up HubSpot Free account outperforms a poorly configured GoHighLevel account every time.

How do I log WhatsApp conversations inside a CRM for my Nepal-based team?

WhatsApp conversations can be automatically logged inside HubSpot, Zoho CRM, or GoHighLevel through a WhatsApp Business API integration. The business registers for WhatsApp Business API access, connects the account to the CRM through an approved integration provider, and all inbound and outbound messages are then stored against the relevant contact record in the CRM. This requires a verified WhatsApp Business account and a phone number dedicated to business use. Personal WhatsApp accounts cannot be integrated this way, which is why moving the team to a business account is a prerequisite for this setup.

How long does it take to build a custom CRM setup for a Nepali business?

A complete custom CRM configuration, including pipeline design, custom fields, team permissions, WhatsApp integration, contact import, and team training, takes 3 to 4 weeks for most Nepali SMBs. The timeline depends primarily on how clearly the sales process is defined before we start and how quickly the team can participate in the training sessions. A business with a well-documented sales process and an available team can complete configuration in 2 weeks. A business where the sales process needs to be mapped from scratch before CRM design can begin takes closer to 4 to 5 weeks.

Can I build a CRM pipeline for a trekking or hospitality business with booking stages?

Yes. HubSpot, Zoho CRM, and GoHighLevel all support fully custom pipeline stages, which means a trekking business can have stages such as enquiry received, itinerary sent, quote revised, deposit received, booking confirmed, and post-trip follow-up, rather than the default sales stages those platforms ship with. Custom stages are built to match your actual booking workflow, and each stage can have required fields that must be completed before a deal moves forward, which enforces data quality throughout the pipeline.

How do I train a Nepali team to actually use a CRM after it is set up?

Team adoption fails when training focuses on the software rather than the daily workflow. We train Nepali teams by walking through the exact steps they perform every day: how to log a new WhatsApp enquiry as a contact, how to create a deal and move it through the stages after a call, how to record a follow-up task so nothing falls through. Training is delivered in Nepali and English, documented in a one-page reference guide for each role, and followed up with a check-in at Day 14 to catch any steps the team is skipping or doing incorrectly.

/ Our team

The people behind the work.

Not a black box. Real specialists you can call, with their names on the work.

About us
Hawrry Bhattarai

Hawrry Bhattarai

Google Ads Expert

LinkedIn

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Your CRM is not the problem. The configuration is.

Ignited Nepal builds CRM systems that Nepali teams actually use: correct pipeline stages, WhatsApp integration, custom fields for your data, and training that sticks. If you have set up a CRM before and abandoned it, a diagnostic will show exactly what was missing and what needs to change.

Request a CRM Diagnostic View the evidence