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.
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.
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.
Manufacturing
Optimize your manufacturing processes with our custom CRM solutions. Improve efficiency and reduce costs in the manufacturing industry.
- Inventory tracking and management
- Production scheduling and monitoring
- Supply chain logistics optimization
- Automated reordering and procurement
- Quality control management
Logistics
Gain real-time visibility into your logistics processes and manage operations. Track shipments across multiple locations, manage carriers, and optimize delivery routes.
- Multi-location shipment tracking
- Carrier management
- Delivery route optimization
- Business process automation
- Collaborative tools for carriers
Healthcare
Enhance patient care and compliance. Get a CRM that supports medical professionals in delivering quality care and maintaining patient data confidentiality.
- Patient scheduling and appointment reminders
- Electronic health record (EHR) management
- Telemedicine integrations
- Regulatory compliance tracking
E-learning
Unlock the full potential of your e-learning platform with a custom CRM designed to meet the unique needs of the e-learning industry.
- Personalized student management
- Automated communication
- Course management
- Reporting and analytics
Fintech
Transform your financial services by delivering personalized financial solutions and driving customer engagement in a highly regulated environment.
- Customer onboarding
- Transaction tracking and monitoring
- Automated risk assessment
- Portfolio management
E-commerce
Boost sales and customer loyalty by enabling e-commerce companies to engage customers at every touchpoint and drive revenue.
- Customer segmentation and targeted marketing
- Order management and fulfillment tracking
- Post-purchase support and feedback management
- Integration with e-commerce platforms
- Loyalty program management
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.
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.
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.
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.
Flexible cooperation models
Choose a cooperation model that fits your business best. We offer bespoke CRM development and team augmentation services.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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
Go beyond the limits of vendor-managed CRM software — develop a custom solution.
FAQ
The business analysis services dedicated to a project help an organization and its stakeholders to better understand business goals and find the best ways to achieve them.
BAs interview stakeholders, document requirements, research, validate ideas, etc. Moreover, business analysts ensure alignment between project objectives and technical implementation.
Result: Team members have thoroughly defined scope and requirements, prioritized list of tasks, and data-baked strategic decisions.
Business analysis is a crucial service that helps kick off a project on the right track and achieve the desired results by following a defined plan. The foremost activities conducted by a BA expert include:
- Stakeholder interview — to define the business vision, project requirements, and business goals.
- Market and competition analysis — to gather information about the state of the market and existing competitors that should be outperformed.
- Requirements elicitation and analysis— to understand the real business needs and priorities. Defining the best ways to achieve the outlined project goals.
- Documentation creation — the detailed description of project requirements, task to release, features to be developed, acceptance criteria, project budget & timeline, etc.
- Idea validation — ideas sharing and validation, feedback gathering, and documentation update.
- Change management — continuous change request collection and management. Project documentation update.
Business analysts cooperate in many roles in a project, helping to understand tasks and maintain consistent communication. The top roles BAs work with and what they do are:
- Stakeholders
- Gather project requirements and validate artifacts
- Document product vision and communicate
- Share project updates and collect feedback
- Prioritize project requirements and analyze change requests
- Project managers
- Plan, schedule, allocate resources, and management risk
- Estimate project timeline and budget
- Identify risks and bottlenecks
- Provide regular status updates
- Manage change requests
- Software engineers
- Create technical requirements and user stories
- Clarify and discussing technical requirements
- Create and maintain technical documentation
Business analysts cooperate in many roles in a project, helping to understand tasks and maintain consistent communication. The top roles BAs work with and what they do are:
- Quality assurance (QA)
- Define acceptance criteria
- Develop test cases
- Participate in acceptance testing
- UX/UI designers
- Research user behavior
- Ensure the UI/UX design aligns with project requirements
- Gather, analyze, and translate feedback
- Data analysts
- Define data requirements and sources
- Review and validate collected data
- Design reports and dashboards
- Product owners
- Manage and refine a backlog
- Write detailed descriptions for epics and user stories
- Align the development roadmap with stakeholders’ requests
- Participate in sprint reviews and gather feedback
The input of a business analyst helps build a strong foundation and put the project on the right track. The key benefits of business analysis are as follows:
- Clear product vision—ensure all stakeholders have a unified vision.
- Smooth task management—organize tasks and track their completion.
- Reduced risks—identifying and mitigate potential risks.
- On-time delivery—meet deadlines and avoid costly delays.
- Optimized product—develop products aligned with customer needs and business goals.
- Clear communication—establishing transparent communication and reporting workflows.
- Project documentation—maintain thorough documentation for future reference.
- Transparent processes—gain visibility into the project lifecycle.
- Change management—implement change requests to keep the project agile.
The key deliverables of business analysis services include:
- System requirements specification (SRS) — a blueprint outlining system components and behavior.
- Customer journey map — visualization of user interactions.
- Product business model — development stages and revenue generation strategy.
- Target audience report — ideal customer profile.
- Competitive market analysis report — competitor strengths and market insights.
- UI/UX prototypes — visual representation of product components.
- Backlog of tasks — prioritized list of tasks.
- Epics and user stories — detailed descriptions of features and tasks.
- Defined team set — list of roles and responsibilities.
- Development cost and time estimates — cost breakdown and project timeline.
- RACI matrix — roles, responsibilities, and accountability.
- Data models — structure and flow of data.
- Tech stack definition — relevant technologies for project goals.
- Risk assessment and mitigation plan — identification and management of risks.
- Gap analysis report — current product state compared to desired goals.
- SWOT analysis report — evaluation of strengths, weaknesses, opportunities, and threats.
Avoiding business analysis can lead to several risks, including:
- Misaligned features
- Ambiguity of business goals
- Inadequate strategic planning
- Technical debt and rework
- Increased failure risk
- Lower user satisfaction
- Compliance issues
- Integration challenges
- Budget overrun
Yes, business analysts can assist with existing software and process optimization by:
- Conducting analysis of current functionalities
- Market and competitor analysis
- System architecture optimization
- Target audience analysis
- Documentation development
- Customer journey mapping
- Risk analysis
- Technology stack proposal
- Mvp scope design
- Team establishment
- Regulatory and compliance analysis