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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

    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.

    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.

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    92% of businesses say CRM systems are vital to achieving financial goals.

    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.

      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.

      Discuss your business needs and problems to address.

      • 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.

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

      • 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.

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

      • 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.

      Compete prioritized tasks and release the developed features iteratively.

      • 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.

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

      • 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.

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

      • 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.

        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
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        Go beyond the limits of vendor-managed CRM software—develop a custom solution.

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