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Custom CRM Development Services

Boost revenue and keep clients happy with a custom CRM built for your business.

Get user-friendly CRM solutions to unlock growth by deeply understanding your needs. Minimal training, maximum results.

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    • Lead & contact management
    • Sales forecasting
    • Interaction tracking
    • Analytics and reporting
    • Performance tracking
    • Cloud-based CRM
    • Social media integration
    • Campaign management
    • Mobile-friendly
    • Accessibility-first design

    Custom CRM software development services

    Automate repetitive tasks, streamline lead management, and boost sales pipeline visibility with our services. Seamlessly integrate your custom CRM with existing systems to create a unified platform for all your business data.

    Automate repetitive tasks, streamline lead management, and boost sales pipeline visibility with our services. Seamlessly integrate your custom CRM with existing systems to create a unified platform for all your business data.

    Build custom CRMs for any industry with Industry-specific features & seamless platform integration. Ensure it perfectly fits all your business needs with no compromises.

    Boost customer experience, automate tasks, and unify channels for upselling success by adjusting the existing CRM or enhancing its functionality with new features.

    Design and deploy custom modules for task and KPI tracking, real-time data analysis, reporting, and lead generation, laying the foundation for business growth.

    Build your CRM scalable and secure by deploying it in a cloud-based server. Make the system’s functionality available 24/7 from any location.

    Make the functionality of your CRM software available on the go with custom mobile solutions to enhance the productivity of your team.

    Empower your business with custom CRM analytics from our experts, featuring predictive modeling and integrations with phone, email, chat, and social media for efficient segmentation.

    Integrate a CRM system with your existing software, creating an all-in-one customer view to enhance sales forecasting, task tracking, and data visibility for your business.

    Seamlessly transfer your CRM data to a new system and get a new CRM configured as per your business needs and workflows.

    Implement security measures to safeguard your data. Ensure complete adherence to industry standards and regulations.

    Troubleshoot unforeseen technical issues and ensure your CRM is running smoothly and optimized and no errors occur.

    Identify and eliminate tedious tasks in workers’ workflows by developing, implementing, and configuring CRM automation tools.

    Optimize data flow and storage operations to ensure your CRM system operates at peak performance.

    Why our clients choose CodeIT

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    Dave Barnes

    Anytime Caring Founder

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    Mikael Svensson

    CIO SST NET

    Chris-Riedel-main

    Chris Riedel

    Co-founder and CEO ConnectSx

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    Jerry Kestenbaum

    Founder HealthSync

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    Ali Safadi

    Cofounder Zimit

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    PJ Chesson

    Chief Executive Officer Düzy iOD

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    Paul Marcus

    CEO PitchPersonal

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    Misha Milshte

    Director of Engineering and Development Sweet Rush

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    Andrew Pickin

    CEO StilGiyin

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    Keith Lammon

    Owner Polyvance

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    Erling Løken Andersen

    CEO and VP of Marketing Rankly

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    Jason Bennecke

    Owner Red Apple Reading

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    Jo Egil Tobiassen

    СЕО Northern playground

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    Esteban Cascante

    Project Manager Sweet Rush

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    GC Carr

    Founder Toneaphone LLC

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    Jussi Halme

    Director Ludos

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    Unlock competitive advantage with a custom CRM

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      Real-world results of custom CRM development company

      Explore real challenges solved. Dive into how we delivered custom ERP solutions that transformed operations.

      Building lasting partnerships

      With 16+ years of experience, we’ve tackled over 500+ challenges, earning our clients’ trust.

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      Benefits of custom CRM software

      Maximize your business’s capabilities with our CRM development company. We make solutions that match your distinct business needs and goals. Complete your business with the following benefits.

      Internal processes optimization

      Boost team efficiency with automated workflows and task assignments, freeing up time for higher-value activities.

      Reduction of operational costs

      Automate routine tasks, eliminate redundancies, and optimize resource allocation with tailor-made CRM software.

      Efficient lead management

      Maximize the value of your leads and accelerate sales cycles by centralizing lead data, automating lead scoring, and automating follow-ups.

      Improved data security

      Enable data encryption and access controls to regular audits and compliance monitoring to ensure that your customers’ data remains protected.

      Detailed analysis and reports

      Make data-driven decisions by using custom reports that help uncover trends and identify opportunities.

      Sales and marketing optimization

      Identify and test new sales opportunities at every stage of the customer journey, driving higher conversion rates and revenue growth.

      Streamlined communication

      Improve internal and external communication channels by centralizing data and facilitating collaboration across departments.

      Improved system scalability

      Easily scale your CRM solution to accommodate business growth and evolving needs without disruptions or downtime.

      Real-time collaboration

      Facilitate real-time collaboration among team members, enabling better coordination on projects and tasks.

      Regulatory compliance

      Ensure compliance with industry regulations and data protection laws by implementing robust security measures and data governance protocols.

      Customized dashboards

      Create custom dashboards that provide relevant insights and KPIs for different teams and stakeholders, improving decision-making across your organization.

      Integration flexibility

      Seamlessly integrate your CRM with other business systems and third-party applications to increase efficiency and accuracy.

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      Build custom CRM to future-proof your business

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        Industries we work with

        CodeIT provides custom CRM development services to businesses in various industries to solutions that meet their specific needs and goals.

        Solutions for businesses of any scale

        Hire our custom CRM software development company to create digital solutions for problems of businesses of any scale.

        Focus on core functionalities to set up and run a CRM system for quickly launching your business.

        Streamline workflows, boost sales, and gain data-driven insights with advanced features implemented into a CRM used by your business.

        Implement advanced features to tackle complex needs with a highly customized CRM. Develop powerful analytics and business-specific functionality.

        CRM development consultation

        Opt for small business CRM development services to analyze your business requirements and provide step-by-step guidance on developing a custom CRM.

        CRM architecture design

        Develop the architecture of your custom CRM software to ensure it is scalable to keep up with the fast growth of your business.

        Basic reporting and analytics

        Get useful insights on your business performance by generating custom reports and accessing basic metrics in real time.

        MVP development

        Release the core functionality like contact management, lead capture, and basic sales pipeline tracking to rapidly release a custom CRM.

        Custom UX/UI CRM design

        Analyze business needs and create and validate wireframes. Also, create a user-friendly CRM interface.

        Essential tools integration

        Integrate your CRM with essential tools like email and calendar for enhanced productivity and develop an effective collaborative environment.

        Advanced CRM customization

        Fine-tune your CRM to match the specific requirements of your business. Achieve maximum performance with a perfectly tailored solution.

        Data management and migration

        Implement custom pipelines for automated data sharing. Streamline data migration and management processes with custom-made tools.

        Customer service management

        Integrate ticketing systems and live-chat support systems. Also, develop knowledge bases for improved customer support.

        Workflow automation

        Optimize business processes and drive productivity by implementing automated workflows.

        Advanced reporting

        Develop top-tier data analytics tools to access actionable insights with advanced reporting and customizable dashboards.

        Third-party integration

        Enrich the functionality with API development for CRM to integrate third-party solutions like ERP and marketing automation tools.

        Advanced security

        Ensure data security and compliance with advanced security features tailored to your business.

        Maintenance and support

        Enable continuous CRM maintenance and support to keep your software running with the maximum uptime.

        CRM strategy development

        Analyze business processes and develop a comprehensive CRM strategy aligned with enterprise CRM development.

        CRM module development

        Build a feature-rich CRM solution by developing and integrating custom modules with dedicated functionality.

        Single sign-on (SSO) integration

        Implement an enterprise-grade authentication system to manage sessions/login credentials and use a single ID for sign in for different tools.

        Large-scale data management

        Develop top-grade data management solutions for processing, transferring, storing, and sharing large amounts of data.

        AI and ML integration

        Harness the power of AI and machine learning for predictive analytics, user assistance, and personalized customer support.

        Legacy systems integration

        Develop custom middleware to integrate your CRM with legacy systems that use outdated technologies across your organization.

        Business intelligence solutions

        Build a CRM system with advanced business intelligence solutions that process large amounts of data and deliver valuable insights and custom reports.

        Advanced security

        Implement advanced security and compliance measures to protect sensitive data and meet regulatory requirements. Develop response plans to address security breaches.

        Global CRM adaptation

        Develop functionality for making a globally-accessed CRM that can be customized for different regions and languages.

        Why choose CodeIT as custom CRM development company

        CodeIT—skilled & experienced CRM software development company offering unparalleled expertise, innovation, and a customer-centric approach.

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        Experienced CRM development team

        Get a team of skilled analysts, programmers, engineers, and managers to craft top-tier custom solutions, developing a tailor-made CRM.

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        Fast and secure development process

        Hire a company that advocates an agile approach to prevent costly delays. We deliver tailored software addressing all needs, ensuring privacy and ISO compliance.

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        Affordability of custom CRM solutions

        Save your budget by leveraging CodeIT’s industry knowledge. Use open-source components and low-code practices for creating CRM solutions.

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        Flexible cooperation models

        Choose a cooperation model that fits your business best. We offer bespoke CRM development and team augmentation services.

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        Business-first approach

        Get a custom-made solution designed to solve your unique business needs. At CodeIT, we analyze business requirements before we develop custom software.

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        In-person meetings

        Discuss all your project details at your office. Usually, it takes two business days for our team members to reach out to a client’s physical location anywhere in the world.

        How our CRM software development company works

        The development of custom-built CRM software comprises comprehensive business requirements analysis and iterative solutions delivery.

        Discover how our CRM development company builds customer relationship management systems in stages.

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        Initial consultation

        Discuss your business needs and problems to address.

        This phase is designed to share your vision, outline your specific requirements, and discuss the obstacles you face. We identify the key features and functionalities for your CRM, making sure that it not only addresses your current needs but also positions your business for future success.

        • First contact: reach out to our team, and we’ll respond within 24 business hours.
        • Confidentiality assurance: sign a non-disclosure agreement (NDA) to keep your project details secure.
        • Initial interview: share your business vision, technical requirements, CRM needs, specific features, etc.
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        Planning and analysis

        Define the specific functionality of your CRM and create a step-by-step solution development plan.

        During this stage, our team works closely with you to clearly define the specific functionality your CRM system will require to meet your operational goals. We focus on defining clear roles, establishing efficient communication channels, and selecting the most suitable technologies.

        • Detailed analysis: thoroughly analyze CRM vision and technical requirements.
        • Communication plan creation: define roles and prepare a communication agenda.
        • Tech stack proposal: get the best custom CRM software development approach and choose the best-fitting technologies.
        • Backlog creation: identify and prioritize tasks to complete.
        • Wireframes development: analyze and map out the user journey.
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        CRM design

        Create an intuitive and user-friendly UX/UI design for a customer relationship management system.

        Our primary focus during this stage is to create a user-friendly interface that not only meets your business needs but also offers a seamless experience for your team and customers. You’ll have the opportunity to review, provide feedback, and validate the design to ensure it perfectly aligns with your expectations before moving forward.

        • Requirement analysis: review business requirements and wireframes.
        • UX/UI design: create user-friendly designs and establish brand identity.
        • Review and validation: review the design with you and make necessary adjustments.
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        Iterative development and testing

        Complete prioritized tasks and release the developed features iteratively.

        Each development sprint is carefully planned, with a clear focus on delivering high-quality features that integrate seamlessly into your CRM solution. As features are developed and tested iteratively, you’ll have the opportunity to review them, ensuring that the system aligns with your evolving requirements and business goals.

        • Sprint planning: compose user stories with the definition of done for each.
        • Feature development: complete user stories by developing defined features.
        • 3-rd party integration: conduct API development for CRM and integrate external services.
        • Quality assurance: review the code and run unit, integration testing.
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        Data migration

        Develop a data migration plan, validate datasets, and migrate all the records to the new system.

        Move all historical and current data from your legacy systems into the new CRM in a way that preserves its integrity and usability. Data migration involves more than just moving records—it requires meticulous preparation, validation, and post-migration checks.

        • Data assessment: analyze existing data to determine migration requirements.
        • Data migration plan creation: compose a step-by-step plan for preparing and migrating all the records. 
        • Migration execution: transfer records to the new CRM system.
        • Data validation: double-check migrated data to ensure no records are damaged or changed.
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        CRM deployment

        Configure a cloud-based or on-premise server. Deploy a CRM system and conduct acceptance testing.

        Whether you’ve chosen a cloud-based or on-premise solution, our team ensures that the server setup aligns with your technical and operational needs. We deploy your CRM system with minimal disruption to your business.

        • Live server setup: configure a cloud or on-premise server per the system’s needs.
        • CRM release: make the MVP live and incrementally release new features.
        • User training: prepare user guides or conduct a workshop to train users on how to use the new CRM system.
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        Make first step to building your dream CRM

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          Cloud vs. on-premise CRM development services

          The CRM software promotes various benefits, depending on its deployment model. Check out the foremost benefits of on-premise or cloud-based CRM.

          Accessibility

          Access the CRM software and customer records from any location in the world with an Internet connection.

          Scalability

          Easily scale up and down the computing power and data storage capacity of your cloud-based server based on the actual system’s needs.

          Data backup and recovery

          Benefit from automatic data backup and recovery services that are provided by cloud infrastructure vendors.

          Cost efficiency

          Avoid large upfront investments by using the subscription model. Pay for the only resources your CRM uses.

          Integration capabilities

          Use pre-built integration tools to seamlessly connect your CRM with third-party software and services to enrich its capabilities.

          Quick deployment

          Use the preconfigured cloud services management environment to rapidly upload your files and deploy a CRM. 

          Complete control

          Gain full control over CRM software and hardware that is installed in a physical location and is maintained by an in-house team.

          Enhanced security

          All the data is stored on hard drives within your own infrastructure, reducing exposure to external threats.

          Compliance

          Benefit from rich customization capabilities to configure hardware to meet specific industry regulations and standards.

          Performance optimization

          Adjust and optimize the on-premise CRM infrastructure and network resources to achieve maximum performance.

          Long-term cost efficiency

          Achieve financial gains from long-term investments into the on-premises infrastructure for running a CRM system.

          Offline access

          Access data records and 100% of your CRM’s functionality having no Internet connection—using the local network only.

          Flexibility

          Leverage the scalability and flexibility of the cloud while maintaining control over critical data on-premise.

          Cost management

          Optimize costs by balancing the use of cloud and on-premise resources.

          Enhanced security

          Achieve a balanced security model that protects sensitive information while utilizing cloud capabilities for data processing. 

          Business continuity

          Ensure continuous operations by leveraging both on-premise and cloud environments.

          Customization

          Tailor the CRM to meet unique business requirements while using cloud tools for additional functionalities.

          Performance optimization

          Optimize performance by balancing workloads between on-premise and cloud environments.

          Features our custom CRM development company delivers

          Equip your custom CRM with the tools your business needs to thrive. Manage your contacts, automate tasks, and gain insights that drive sales success.

          Equip your custom CRM with the tools your business needs to thrive. Manage your contacts, automate tasks, and gain insights that drive sales success.

          Equip your custom CRM with the tools your business needs to thrive. Manage your contacts, automate tasks, and gain insights that drive sales success.

          Meticulously track all the customer interactions through the sales pipeline, from initial contact to conversion. Analyze all the activities for further optimization.

          Oversee and track sales opportunities like upselling or cross-selling. Ensure your clients progress through the sales cycle with timely follow-ups and updates.

          Configure automatic report generation with custom data. Access analytics to monitor sales performance, identify trends, and make informed business decisions.

          Analyze historical data and current market trends to accurately predict future sales. Adjust your strategic plans and resource allocation as per seasonal trends or market changes.

          Keep and manage all the customer data, including contact information, interaction history, or notes for personalized communication.

          Schedule, assign, and track sales tasks and activities to ensure that all team members stay on top of their responsibilities and tackle their tasks effectively.

          Receive, track, and manage customer requests to ensure maximum customer satisfaction and retention.  

          Enable the opportunity to create and manage support tickets. Prioritize them and track their resolution status to streamline customer support processes.

          Create the opportunity for customers to reach out to your business using a live chat. Create chatbots to process large amounts of requests automatically.

          Create a repository of articles and FAQs. Develop a tool for code-free creation of customer guides aimed to help find solutions quickly and effectively.

          Monitor and evaluate support agent performance, helping identify training needs and improve service quality.

          Build and use tools for collecting and analyzing user feedback. Run surveys to gain insights into customer needs and improve service quality.

          Create, run, and monitor marketing campaigns across multiple channels to coordinate efforts and track efficiency.

          Manage and track social media interactions, helping build brand presence and engage with customers using different platforms.

          Analyze marketing activities to gain insights into the effectiveness of lead generation approaches to spend the budget wisely.

          Develop email marketing campaigns and compose custom newsletters. Track customer retention and engagement.

          Analyze the behavior of leads and their engagement to focus efforts on high-potential lead generation opportunities.

          Create and manage custom data collection forms for effective lead generation and capturing valuable customer information seamlessly.

          Collaboration strategies for your success

          Establish an effective custom CRM software development setup with CodeIT’s agile cooperation approaches.

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          Staff augmentation

          Empower your CRM development team with industry-leading best practices and a skilled team.

          CodeIT can assemble a proficient team specializing in custom CRM development for you.

          • Streamlined onboarding
          • Tech skills alignment
          • Flexible team composition
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          Custom development

          Hire CodeIT to tackle all the steps from a CRM concept to realization and beyond, led by our visionary software architects.

          Get a tailor-made CRM software finely tuned to your business’s needs and processes.

          • CRM development expertise
          • Business needs-first approach
          • Involvement and control

          FAQ

          Customer relationship management (CRM) development services involve creating and customizing software that helps businesses manage their interactions with current and prospective customers. 

          These services include constructing custom CRM solutions tailored to specific industry needs, enhancing existing CRM systems, integrating CRM software with other business instruments, and providing ongoing support and maintenance to ensure the CRM system functions smoothly.

          A custom CRM system is designed to meet the unique needs of a business by incorporating a range of core and advanced features. These features can be tailored to support specific business processes, enhance productivity, and improve customer relationships.

          Here are the key features typically included in a custom CRM.

          Basic features:

          • Lead management
          • Sales forecasting
          • Opportunity management
          • Contact management
          • Task management
          • Case management
          • Knowledge base
          • Ticketing system
          • Campaign management
          • Email marketing
          • Form builder

          Advanced features:

          • Analytics and reporting
          • Performance tracking
          • Live chat
          • Customer feedback
          • Social media integration
          • Lead scoring
          • Marketing analytics

          Yes, your existing CRM systems can be upgraded. The process involves:

          • enhancing the functionality with new features
          • customizing the interface to fit your business processes better
          • integrating it with additional third-party services
          • developing and integrating new modules
          • optimizing performance

          CRM customization and CRM optimization services ensure that the upgraded system aligns with your current and evolving business needs.

          Yes, a CRM can be built with a specific feature set tailored to your business needs. 

          Our services focus on creating solutions that address your business’s unique requirements, whether it’s sales management, customer service, marketing automation, or any other specific functionality.

          Tailor-made features help enable the organization’s strengths and competitive advantages.

          Yes, CRM systems can be integrated with third-party services to enhance functionality and create a unified platform. 

          CRM integration services allow seamless connectivity with other business tools, such as ERP systems, marketing automation platforms, and communication tools. These tools provide a comprehensive view of customer interactions and improve data visibility and operational efficiency.

          The development of a custom-made CRM system enables the opportunity to avoid the limitations of pre-built solutions used by industry competitors. 

          The top benefits of using a custom CRM are:

          • Enhanced operational efficiency—automated workflows, optimized internal processes, and reduced operational costs.
          • Tailored solutions—a CRM perfectly fits your business needs with no compromises.
          • Improved data security—robust security measures help protect sensitive data.
          • Enhanced lead management—-centralized lead data and automated follow-ups to maximize lead value.
          • Detailed analysis and reporting—data-driven decisions with custom reports and analytics.
          • Sales and marketing optimization—higher conversion rates and revenue growth through optimized sales and marketing funnels.
          • Improved scalability—a CRM system is easy to scale to accommodate business growth.
          • Optimized collaboration—improved internal and external communication and facilitated real-time collaboration.
          • Regulatory compliance—compliance with industry regulations and data protection laws.

          The CodeIT follows these steps when creating custom CRM solutions that address the specific needs and goals of your business.

          1. 1. Initial consultation. Discuss business needs, sign an NDA, and share your CRM vision and requirements when opting for CRM consulting services.
          2. 2. Planning and analysis. Define CRM functionality, create a development plan, and propose a tech stack.
          3. 3. CRM design. Create an intuitive UX/UI design and validate it with stakeholders.
          4. 4. Iterative development and testing. Develop and test features iteratively, integrate third-party services, and conduct quality assurance.
          5. 5. Data migration. Analyze existing data, create a migration plan, transfer records, and validate data.
          6. 6. CRM deployment. Configure the server, deploy the CRM system, and conduct acceptance testing.

          7. User training. Prepare user guides or conduct workshops to train users on the new CRM system.

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