The Business Operating System for Modern Agencies.
Your Business. Your Software. Your Control.
Running an agency shouldn’t mean juggling 8 separate subscriptions, disconnected data silos and escalating per-seat costs. Shaishad & Co. CRM brings your entire agency pipeline into a unified, self-hosted system on your own private infrastructure.
Why Self-Hosted Software?
Most business management platforms operate on a subscription-based cloud model. While convenient, they can leave businesses dependent on a third-party platform for everyday operations. Shaishad & Co. CRM gives you complete independence.
Your Own Installation
Deploy an independent copy of Shaishad & Co. CRM on your hosting environment. No shared databases, no multi-tenant mixing.
Control Your Data
Keep confidential client information, invoices, agreements and financial records strictly within your own hosting infrastructure.
White-Label Customisation
Customise branding, logos, accent colours and portal screens to create a management environment that reflects your agency identity.
No Forced Cloud Dependency
Operate your own installation without fearing surprise monthly price hikes, unexpected vendor policy changes, or SaaS service lockouts.
Flexible Infrastructure
Deploy effortlessly on compatible PHP 8.2+ and MySQL / MariaDB environments, including supported cPanel hosting and VPS servers.
Business Ownership
Your CRM installation belongs to your business. You decide how to configure it, when to run backups, and how to scale your operations.
Take Control of Your Business Operations
Your agency deserves software that works around your business, not the other way around. Shaishad & Co. CRM brings essential business management tools into one organized system.
CRM & Lead Management
Keep your sales pipeline organized from the first interaction to contract signing. Track prospect details, monitor deal stages, log follow-ups, and convert leads into active client accounts with one click.
Client Profiles & Live Ledgers
Maintain a comprehensive central record of your clients, their company details, primary contacts, communication logs, and associated engagements. Access real-time financial ledgers and transaction history at a glance.
Quotations & GST Invoicing
Create professional, compliant quotations and invoices in seconds. Built-in support for Indian GST requirements (CGST, SGST, IGST tax breakdown), HSN/SAC codes, and non-GST workflows. Share public invoice links and download clean PDFs.
Money Dashboard & Financial Intelligence
Eliminate revenue blind spots. Get real-time insight into incoming collections, target progress, operational expenses, and 6-month cashflow forecasts to make informed business growth decisions.
Project & Task Management
Plan projects, assign team responsibilities, establish milestones, and keep deliverables on schedule. Bring clarity to daily client execution without needing extra project management software.
White-Labeled Client Portal
Deliver a frictionless experience for your clients. Give them a dedicated, branded self-service portal where they can inspect proposals, track active project progress, access shared documents, and pay invoices online.
More Built-In Capabilities
Everything your agency needs to operate without subscribing to 8 separate tools.
HR, Payroll & Attendance Hub
Manage your entire agency team in one place. Staff records, leave requests, shift allocations, monthly payroll processing with deductions, and downloadable payslips.
White-Label Branding Engine
Fully brand your CRM workspace. Upload your agency logo, favicon, customize theme accent colors, configure outgoing SMTP mail sender, and write custom login screen copy.
Quotations & Estimates
Create detailed client estimates and quotations. Track client revisions, send public preview links with digital approval buttons, and convert to active invoices upon signoff.
Profit & Loss and Ageing Reports
Real-time financial clarity. Generate instant P&L statements, accounts receivable ageing reports, client-level margin analysis, and export data for your CA or tax advisor.
We Help You Get Started
Self-hosting shouldn’t be complicated. When you purchase Shaishad & Co. CRM, we’re here to help you get your installation up and running.
Hosting Guidance
Hosting compatibility guidance and optimal server environment selection.
Deployment
Installation and deployment assistance on your cPanel or VPS server.
Configuration
Initial database configuration, cron jobs, email server and security setup.
White-Label Setup
Branding, agency logo integration, brand colors, and custom domain configuration.
Team Onboarding
User role permission setup and guidance getting your operational team started.