Custom CRM Development
Custom CRM – Built for Your Success
What is a custom CRM?
A custom CRM solution is software built to the requirements of your specific company. Multiple channels are designed and organized to be efficiently utilized by employees with varied roles and targets within your organization.
How can business tasks be optimized?
With a custom CRM, business tasks can be affordably expanded, while increasing efficiency and reducing risk.
Track and optimize all stages of customer acquisition
Improve internal communication and reduce task overlap
Automate menial tasks to focus on those that add greater value
Taking a closer look at CRM
CRM systems are there to strengthen the relationship between a business and its customers through greatervisibility, improved workflow management, data analytics and user roles/permissions. This facilitates:
Greater personalization
Smart workflow organization
Coordinated sales strategies and marketing cycles
CRM systems are there to strengthen the relationship between a business and its customers through greatervisibility, improved workflow management, data analytics and user roles/permissions. This facilitates:
CRM systems are there to strengthen the relationship between a business and its customers through greatervisibility, improved workflow management, data analytics and user roles/permissions. This facilitates:
The beauty of custom CRM development services is that you can build in the features that will best serve your business. The sky’s the limit!
You Choose CRM Functionality to Build
Sales
Helps your sales team organize daily schedules, prioritize leads and manage work hours most effectively to deliver consistently high sales performance.
- Centralization of sales data.
- Sales workflow automation.
- Lead and account management.
- Tools for sales team collaboration.
- Sales intelligence.
- Sales reporting and forecasting.
Marketing & Customer engagement
Enables personalized customer communication across a variety of touchpoints.
- Customer segmentation.
- Email marketing.
- No-code email and landing page design.
- Customer journey builder.
- Social media marketing.
- Digital advertising.
- Mobile communication.
Customer service
Helps to organize fast resolution of customer cases and contributes to customer satisfaction and loyalty.
- Multi-channel case management.
- Intelligent case routing from multiple communication channels.
- Case escalation.
- A knowledge base with useful articles.
- Field service management.
CPQ & Billing
Automates quoting and helps getting back to customers faster increasing the likelihood of a deal.
- Complex quote generation based on predefined criteria: quantity, optional features, discounts, etc.
- Support for multiple price books, seasonal discounting, channel pricing, multi-tier pricing, and more.
- Automated detection of upsell and cross-sell opportunities.
- Billing process automation.
Order fulfillment
Drives accurate and fast order fulfillment and delivery. Scales up for high order volumes.
- Omnichannel order management.
- Automated submission of make-to-order requests for configurable orders.
- Support for back-to-back and drop-shipped orders.
- Intelligent order allocation to different inventory locations.
- Automated generation of packing slips.
- Return management.
Portals
Gives customers self-service opportunities and reduces customer service workload.
- A branded customer portal.
- Publicly available knowledge base.
- Customer forum.
- Customer document management.
- Customer service request submission.
- Order placement and management.
Our Development Process
Business analysis
Implies investigating your business objectives and suggesting ways to address them with CRM functionality.
CRM development
Means tailoring your CRM solution to your business goals with customization, or building custom functionality from scratch.
Quality assurance
Implies checking that the CRM functionality works as required, spotting bugs and deficiencies in the system.
Risk and change management
Implies defining a change strategy and steps to make changes safely and avoid unwelcomed consequences a change process can entail.
Data migration from legacy CRM
Is transferring your data into a new CRM solution without data loss.
User training
Means teaching employees to adopt CRM’s functionality and use it efficiently.
Production rollout
Implies transferring the CRM solution to the production environment where end users can exercise its capabilities to the full.
Support and evolution
May include additional tuning of CRM features and processes to comply with emerging user needs.
Integrations
01
Payment Gateways
2co
Paypal
Stripe
Stripe ACH
02
Accounting Software
Xero
Quickbooks
Twilio
For Further Information Call Us
03
Ecommerce Integration
Woocommerce
Shopify
Magento
Bigcommerce
04
Email Marketing Apps Integration
Mailchimp
Omni Channel
Plivo
For Further Information Call Us
05
Other Integration Platforms
Zapier Integration
SMS gateway integration
Third-party apps integration
