At DEVtrust, we deliver Salesforce development services focused on lead tracking, 360° customer visibility, and sales automation. We customise Salesforce with Flows, Apex, and secure API integrations, connecting your CRM to tools like Twilio and Zapier to reduce manual work and improve pipeline control.
Our custom CRM solutions drive efficiency, improve sales processes, and enhance customer relationships.
We model your lead lifecycle inside Salesforce using standard + custom objects, validation rules, and routing logic. Integrations keep lead data synced in real time across forms, ads, messaging, and internal tools so sales teams always work from clean, current records.
We automate follow-ups using Salesforce Flows, scheduled actions, and Apex where needed. Twilio and Zapier triggers support multi-channel outreach (SMS, WhatsApp, email, internal alerts) without manual chasing or inconsistent handoffs.
We unify activity, deals, conversations, and support context into a single Salesforce view. Dashboards and role-based reports give sales and leadership a real-time picture of pipeline health, customer status, and next best actions.
We connect Salesforce with your operational stack using secure APIs and event-driven syncing. This keeps marketing, sales, and service aligned while reducing duplicate entry and improving data reliability across teams.
Optimized CRM tracking improved follow-ups and customer engagement across channels.
Automated workflows eliminated repetitive tasks, freeing up sales teams to focus on closing deals.
We follow a highly structured CRM development process to deliver custom solutions that align with your business goals.
We map your full lead lifecycle inside Salesforce: sources, stages, ownership rules, SLAs, and qualification logic. Data models use standard + custom objects so reporting stays reliable as your pipeline scales.
We integrate Salesforce using REST/SOAP APIs and secure auth, connecting CRM data to tools like Twilio, Zapier, and internal systems. Sync rules prevent duplicates, enforce field standards, and maintain clean customer records.
We automate assignments, follow-ups, task creation, and stage transitions using Salesforce Flows, with Apex used for advanced logic. If legacy automation exists, we help migrate it into Flow-based automation for long-term maintainability.
We build role-based Salesforce experiences using Lightning pages and custom components, plus React dashboards or portals when external UX is needed. Users see the right fields, actions, and insights without clutter.
We validate automation logic, permissions, integrations, and reporting accuracy. Testing includes Apex test coverage where applicable, Flow validation, and integration testing for the Node.js layer.
Our focus on scalability and real-time integration optimizes operations and drives business growth.
We build property management platforms and CRM systems that automate lead tracking and property valuation. Our cloud-based solutions ensure real-time data sync with ERP systems (e.g., SAP, Oracle), optimizing workflows and asset management.
We develop an adaptive LMS that personalizes content based on learner progress. Our systems feature real-time performance tracking, integrate with back-end services built on Python and Node.js, and scale to enhance student engagement and learning outcomes for educational institutions.
We create secure payment systems, real-time trading dashboards, and fraud detection platforms with data encryption and blockchain integration. Our solutions integrate effortlessly with ERP systems and TMS, enabling high-volume and real-time data synchronization through RESTful APIs.
We develop HIPAA-compliant EHR systems, telehealth platforms, and medical documentation tools that optimize patient care workflows. Our cloud-based solutions ensure regulatory compliance while streamlining medical processes.
We build fleet tracking and freight optimization platforms that enhance route planning and delivery efficiency. Our solutions utilize cloud microservices, Docker, and Kubernetes for scalability, integrating with TMS and 3PL systems for real-time data sync.
We provide end-to-end CRM development solutions to boost sales efficiency and enhance customer relationships.
We design role-based dashboards in your CRM to streamline data visualization for each user. Integrated with Salesforce and custom UI components, we use React and Node.js to ensure real-time access to critical sales and customer insights.
Our back-end architecture uses Node.js for server-side logic, ensuring seamless processing of customer data. With MongoDB and Salesforce integrations, we ensure a scalable, secure CRM that supports complex workflows and real-time updates for large customer volumes.
We integrate AI/ML tools into your CRM for intelligent lead scoring and sales forecasting. Using Salesforce Einstein and Node.js, we provide predictive analytics to boost lead conversion and optimize sales strategies for higher ROI.
Our CRM systems include an integrated CMS for managing templates, proposals, and client-facing resources. By using Salesforce CMS and React, we centralize content and provide seamless access to important materials for efficient sales cycles.
We build optimized data structures in Salesforce and MongoDB for reliable, cross-platform syncing. This ensures real-time access to data, enabling quick decision-making and streamlining customer data handling across multiple touchpoints and business systems.
We craft intuitive Rails-powered interfaces with mobile-first, accessible designs. Our UI/UX solutions reduce friction, improve engagement, and ensure smooth navigation across devices.
Our reputation is built on creating great outcomes for clients.
See how DEVtrust’s solutions drive efficiency, growth, and measurable results for businesses across industries.
We built a highly automated SaaS CRM platform with a Google Chrome extension that captures LinkedIn profile data to streamline lead management and enhance sales productivity.
Results:
60% reduction in data redundancy
• 50% improvement in data accessibility across workspaces
• 60% boost in team collaboration efficiency
• 40% increase in user satisfaction with customizable pipelines
We built a Customer Relationship Management (CRM) system focused on lead generation, real‑time engagement, and data management.
Results:
Our reputation is built on creating great outcomes for clients.
Working with DEVtrust was a game changer for us. Their expertise in developing a modern rate management system not only streamlined our operations but also enhanced our competitive edge in the freight industry.
Founder & CEO – Draydex, LLC
DEVtrust’s Ezeryeshiva app has transformed our appointment management process. The tailored user roles & efficient scheduling system have significantly reduced our workload & improved our service efficiency.
Project Lead – Ezeryeshiva
DEVtrust has totally transformed our Real Estate Management Process. Their solutions are intuitive & have significantly reduced our manual workload, allowing us to focus more on our clients.
Founder | Lic. R. E. Associate Broker
DEVtrust delivers Salesforce development services with automation, integrations, and role-based CRM experiences that reduce manual work and improve pipeline control. Let’s map your highest-impact workflows and ship a system your team actually uses.
A custom CRM (Customer Relationship Management) system is a tailored solution designed to streamline your unique sales processes, automate workflows, and centralize customer data, improving team collaboration and driving business growth.
The development timeline typically ranges from 6 to 12 weeks, depending on feature and integration complexity (e.g., Salesforce APIs, Twilio) and the specific requirements of your business operations.
Yes, we seamlessly integrate your CRM with existing tools such as Salesforce, Zapier, Twilio, and marketing platforms, ensuring a smooth data flow across all systems and improving efficiency and customer experiences.
Absolutely. We design role-based permissions and access controls, ensuring your sales, marketing, and support teams can access the right data and tools tailored to their responsibilities, optimizing collaboration and productivity.
