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2 Aug, 2023

Why should businesses choose custom CRM software solutions?

Most businesses seek efficient ways to manage customer data, streamline sales processes, and enhance customer service. This is where a custom CRM (Customer Relationship Management) comes to the rescue! Implementing a custom CRM solution tailored to your business operations can do wonders for your bottom line! It can also increase customer retention rates, accelerate sales cycles, improve customer experiences, and help you keep track of the primary performance indicators (KPIs). 

Every company has numerous unique processes that are closely integrated. Business owners often think these processes are special and that they need to create an equally impressive CRM system. Ideally, custom CRM software solutions would include the basic functionality fully adapted to the particular company — from the terms used within the system to how workflows are built. 

Understanding a Custom CRM 

Custom CRM is designed for companies that need flexibility for their highly unique use cases. Organizations that want to build custom CRMs must identify their business goals and objectives, select the right solution, train users, and ensure their system integrates with their existing technology stack. But once companies build a custom CRM, they benefit from a bespoke solution tailored to their needs. 

Types of CRM Systems: Which is Right for You? 

By now, it must be clear how choosing custom CRM software development services can benefit your business. So now, let us look at the three critical types of CRM systems- Operational, Analytical, and Collaborative CRM.  

  • Operational CRM System

Operational CRM systems are very beneficial to businesses. They help manage and integrate business processes, allow employees to access customer data from any location, and provide real-time visibility into various company areas. Additionally, these solutions can improve customer service by automating appointment scheduling and follow-ups. 

  • Analytical CRM System 

Analytical CRM systems empower businesses to make better decisions by providing insights into customer behavior. Besides, analytical CRM systems can identify trends and patterns, which can be used to bolster marketing strategies. Also, they can help businesses track individual salespeople’s performance and identify improvement areas. 

  • Collaborative CRM System 

A collaborative CRM system is software that allows businesses to share vital customer data across different departments. This type of system is beneficial because it enables businesses to provide a more holistic view of the customer. Moreover, collaborative CRM systems improve department communication and allow companies to make better decisions. They have various features like discussions, chat boards, file sharing, and streaming activities. 

By selecting the correct type of CRM software for your business, you can easily streamline your operations and improve customer satisfaction. 

How to get started with Custom CRMs? 

Thanks to the rise of no-code platforms, creating custom CRM systems has become easier than ever before! No-code platforms offer:  

  • Drag-and-drop functionality allows users to easily create custom dashboards and templates without knowing how to code or wait for IT to free up.  
  • Integrations with other tools, including low-code and SaaS applications, to enhance the functionality of the CRM system. 
  • API access allows even more customization and integration with other systems, such as ERP or customer support platforms. 

Creating a custom CRM with a no-code builder like Knack is easy, thanks to the custom CRM template. With a single click, this template can be installed onto your Knack dashboard and immediately used as a starting point or inspiration to customize your requirements. 

Standard features in a custom CRM 

When you build a custom CRM, you can include any features you like to manage customers more effectively. 

Some of the most common features of CRM are as follows: 

Customer database:

This contains contact details, purchase history, complaints history, and more. 

Customer support:

This module provides a comprehensive ticketing system to allow customer care managers to receive and respond to customer queries on time. 

Sales tracking:

Here, the managers can trace customers through the sales pipeline and understand what prevents them from purchasing. 

Marketing module:

This is to help marketing specialists to run marketing campaigns by sending promotion emails, creating social media posts, and reaching customers via other resources. 

Reporting and analytics:

This provides valuable insights about customer behavior and arranges them in an easy-to-read format. 

Project management tools:

This is to help project managers to distribute tasks, set deadlines, monitor progress, and optimize processes. 


In this module, the specialists of a financial department can track expenses, analyze income, create invoices, and export financial data to a CSV file for further analysis. 


This allows integrating CRM with a corporate software system or third-party services to get a holistic view of customers. 

In conclusion 

​​CRM software development has become an essential aspect of business operations, and it is crucial to build a robust system that meets the specific needs of each enterprise.   

Let us know if you want to develop a custom CRM solution and get a high ROI simultaneously!