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Headless CRM

Your CRM. Any front end.

Keep Zoho CRM or Salesforce as the engine, and use it from anywhere: a custom website, customer portal or app, or straight from ChatGPT, Claude or Gemini. Your data and rules stay in the CRM underneath.

Delivered by our certified Zoho & Salesforce team

Works with

ZohoClaudeGoogle GeminiReactNext.js

What we do

Any front end,
even an AI chat.

01

Headless Zoho CRM

Custom front ends on Zoho CRM's REST APIs, with Zoho Catalyst or Creator handling login, business logic and hosting.

02

Headless Salesforce

React or Next.js front ends on Salesforce REST and GraphQL APIs, built for speed and your exact user journey.

03

Your CRM in ChatGPT, Claude & Gemini

Your team looks up customers, summarises deals and updates records from the AI assistant they already use, connected through MCP and the CRM's APIs, with only the permissions you allow.

04

Customer & partner portals

Branded portals where customers and partners see orders, quotes, tickets and documents straight from your CRM.

05

Headless login

Passwordless and OTP login with Salesforce Headless Identity APIs, or Catalyst authentication for Zoho-based apps.

06

Headless commerce

Salesforce Composable Storefront (PWA Kit and Commerce API), or a custom or Shopify storefront synced with Zoho CRM.

07

Mobile apps

iOS and Android apps that use your CRM as the back end, including builds on the Salesforce Mobile SDK.

08

Smart lead capture

Custom forms and calculators that write straight into the CRM with validation, de-duplication and assignment rules.

09

Secure & fast

OAuth, role-based access, caching and designs that respect each platform's API limits, so the app stays quick as you grow.

AI Built in

Talk to your CRM.

AI inside your portal

A chat agent in your custom portal or app that answers from your CRM data and can take action.

MCP connections

Your CRM connected to ChatGPT, Claude or Gemini through the Model Context Protocol, with read and write permissions you control and every action logged.

Smart search

Customers and staff find orders, documents and answers by asking in their own words.

Coverage

Tech we build with

Zoho CRM REST APIModel Context Protocol (MCP)Zoho CatalystZoho Creator APIsZoho FlowSalesforce REST APISalesforce GraphQL APIHeadless Identity APIsSalesforce CMSCommerce API (SCAPI)PWA KitComposable StorefrontSalesforce Mobile SDKExperience CloudReactNext.jsNode.jsReact Native

How it works

Four steps,
start to finish.

  1. Map journeys & dataWho uses the front end, what they need to see, and where that data lives.
  2. Design the front endA custom design built around your users, not the CRM's screens.
  3. Build on APIsSecure APIs, login and caching connecting the front end to Zoho or Salesforce.
  4. Launch & scaleLoad testing, monitoring and new features as your users grow.

Every project starts with a free 30-minute audit and a written plan. Nothing starts until you approve it.

Questions

Asked often.

What does "headless CRM" mean?

The CRM stores your data and runs your business logic, but customers never see the CRM's own screens. Instead they use something else that talks to the CRM through its APIs: a custom website, portal or app, or an AI assistant like ChatGPT, Claude or Gemini.

Can we use our CRM from ChatGPT or Claude?

Yes. Through an MCP connection or the CRM's APIs, an AI assistant can find customers, summarise deals and create or update records, using only the permissions you give it. We set up the connection, limit what it can touch and log every action.

When does headless make sense?

When the standard portal options (Zoho CRM Portals, Salesforce Experience Cloud templates) can't give you the design, speed or user journey you need, or when one front end must combine data from several systems.

Is it more expensive than a standard portal?

Usually yes, upfront, because it's custom software. If a standard portal does the job, we'll tell you and save you the money.

Can our team still manage the data in Zoho or Salesforce?

Yes. Your team keeps working in the CRM as normal. The custom front end only changes what your customers and partners see.

Free audit

Is headless right for you?

Book a free 30-minute call. We'll tell you honestly whether a custom front end is worth it, or a standard portal will do.

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