erinoYour process is unique. Your CRM should fit it.
Most CRMs make your team change how they sell. Erino works the other way: your stages, fields, forms, automations, roles and reports, configured around your process by a dedicated account manager, and changed whenever your business changes. When you need something bigger, we scope and build it with you. That's why teams actually use it.
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What teams customise
What does a customisable CRM mean?
A customisable CRM lets you shape the software to your sales process: your stages, the fields you capture, your forms, rules, roles and reports. With most CRMs you configure this yourself or pay a partner. With Erino, a dedicated account manager maps your process and configures it for you, changes it as you grow at no extra cost, and scopes larger custom builds, such as new modules or integrations, with you.
- Custom pipelines
- Custom fields & forms
- Your automations
- Roles & permissions
- Custom reports
- Bespoke builds
Six layers of your CRM, built around you.
Everything below is configured by your account manager, and changed whenever you ask.
Pipelines that mirror how you sell
Your stage names, the order, entry rules, probabilities and SLAs, with separate pipelines per team, product or branch.
Custom fields, forms and layouts
Add the fields your business needs (dropdowns, dates, files, formulas), make them required per stage, and design lead forms around them.
Rules that match your playbook
Assignment rules, reply-time SLAs, reminders, escalations and WhatsApp sequences, written around how your best rep works.
Who sees and edits what
Roles for owners, managers, counsellors, branches and partners, with data scoped by team or region.
Dashboards for your metrics
Reports by course, branch, campaign or counsellor, and dashboards built around the numbers you actually run the business on.
Custom modules and integrations
When you need something new, such as a custom module, a deeper integration or an omnichannel workflow, we scope it with you and build it as a project.
Pick a process. Watch the CRM take its shape.
Switch between sales processes and add fields. This is what your account manager does with you in week one.
One CRM, shaped four ways
Each template is a real-world process. Your own will be built from a mapping call, not a template.
Configured for you. Or built for you.
Most of what teams need is configuration, done by your account manager and included. When you need something new, we build it.
Configuration, done for you
Changed whenever your business changes, usually the same day.
- Pipelines, stages and SLAs
- Custom fields, forms and lost reasons
- Automations and assignment rules
- Roles, permissions and branches
- Reports and dashboards
Bespoke builds
Custom modules, deeper integrations and omnichannel workflows, built as a project with an agreed timeline.
What would your CRM look like if it fit your process?
Free 30-minute process mapping call. We map your sales steps and show them built in Erino.
Customisation done for you, not sold to you.
Most CRMs can be customised. The difference is who does it, how fast, and what it costs.
| What customisation needs | Erino | Off-the-shelf CRMs | Building your own |
|---|---|---|---|
| Who configures it | ✓Your dedicated account manager | ~You, or a paid partner | ~Your developers |
| Changes after go-live | ✓Included, usually same day | ~Paid or DIY | ✕Developer time |
| Pipelines, fields, forms, rules | ✓All, built around your process | ✓Available, DIY | ✓Whatever you build |
| Custom modules and integrations | ✓Scoped and built with you | ~Marketplace or partner | ✓Months of work |
| Time to go live | ✓As little as 2 weeks | ~Weeks to months | ✕Months |
| Adoption support | ✓Training and adoption reviews | ✕Rarely | ✕None |
Comparison reflects typical setups as of 2026; features vary by vendor, plan and edition. More: Zoho CRM alternatives · LeadSquared alternatives · TeleCRM alternatives
"Our previous CRM recorded everything but enforced nothing."
Founders and sales heads on what changed once follow-ups stopped depending on memory.
We don't sell you a CRM and leave. We stay.
Every Erino account comes with a dedicated team that builds your CRM, changes it as your business grows and trains every new joiner. A partner after the sale, not a ticket number.
✓ Included with every Erino accountA named account manager
One person who knows your business, on WhatsApp and calls.
Most CRMs:A ticket queueSetup changes, included
New stage, field, automation or report? Ask, and we build it.
Most CRMs:Paid change requestsEvery new joiner trained
New team trained as often as needed, not only at launch.
Most CRMs:Trained onceAdoption reviews
We review usage with you and fix whatever isn't sticking.
Most CRMs:Usage nobody checksReady before every peak season
Routing, reports and automations tuned before your busiest weeks.
Most CRMs:You're on your ownYour requests on our roadmap
Feature requests assessed for impact on your business and prioritised.
Most CRMs:Lost in a backlog
Illustration of a typical Genuine Care conversation
Tighten your sales in the meantime.
Free tools our team built for sales teams. No sign-up needed.
Questions sales teams ask us
Didn't find yours? Ask it on a free audit call, or WhatsApp us.
Can Erino be customised to our sales process?
Yes. Erino is configured around your process: pipelines and stages, custom fields and forms, automations and SLAs, roles and permissions, and reports. A dedicated account manager builds it with you.
Do we have to configure it ourselves?
No. Your account manager maps your process on day one and configures Erino for you. You can make simple changes yourself if you want to.
Do changes cost extra?
Configuration changes after go-live, such as new stages, fields, automations or reports, are included with Genuine Care. Larger bespoke builds like new modules or deep integrations are scoped and quoted with you.
Can Erino build custom features for us?
Yes. When you need something beyond configuration, such as a custom module, an integration with your own system or an omnichannel workflow, we scope it with you and build it as a project with an agreed timeline.
Can we have different pipelines for different teams?
Yes. Run separate pipelines per team, product, course or branch, each with its own stages, fields and reports.
Can we control who sees what?
Yes. Roles and permissions control access by role, team, branch or region.
Will a customised CRM be hard for the team to use?
No. Customising means showing each person only what they need, in words they already use, which is why Erino teams report 100% adoption.
Can we migrate from our current CRM or sheets?
Yes. See Switch to Erino: we move your data and rebuild your process.
How long does setup take?
Teams can go live in as little as 2 weeks. Bespoke builds have their own timeline, agreed when we scope them.
Is data secure?
Erino's data is hosted in India and the platform is aligned with India's DPDP Act, with role-based access and encryption in transit and at rest. See the Security & Trust page.
See your sales process built into a CRM. In 30 minutes.
An Erino specialist maps your sales steps, fields and rules and shows you what they look like in Erino. You keep the process map either way.
- Your sales process, mapped stage by stage
- The fields and rules your team needs
- A pipeline built around your words
- What a custom build would involve, if you need one
Get your free process mapping call
Share your number and an Erino specialist will call you, map your sales process and show you how it would look in Erino. No cost, no obligation.