Building Your Custom CRM: How to Secure Best-Suited Software for Your Business

In my experience, custom software development companies are rarely satisfied with out-of-the-box CRM functionality. Without a doubt, the CRM market provides a solution for software development companies of all sizes and domains, which gives numerous benefits. For instance, unified customer data is available across sales, marketing, and support departments, general workflow automation (example, customer journeys), advanced sales, marketing, customer support analytics, etc.

However, even when configured, this general CRM functionality may not be sufficient for your software development company operations. In this case, FortySeven47 IT professionals will recommend obtaining a custom CRM that completely meets your business needs through between deep customization of a platform-based CRM solution or CRM software development from the beginning. In this article, I’ll describe the particulars of both alternatives and delve deeper into the custom CRM development process.

Benefits of Custom CRM Development

A customer relationship management (CRM) system allows companies to plan, optimize, and synchronize all their staff and customer interactions while also aanalyzing data throughout the customer’s journey. The goal is to improve customer service, gain better understanding of the customers, and streamline internal processes.

With several pre-built CRM solutions available, you may be hesitant to go with custom software development.

When it comes to automating customer interactions, a custom software developer from FortySeven believes that there isn’t a one-size-fits-all solution. Every custom software development company is distinct and has distinct requirements. You don’t always get what you want with ready-made products because they are designed to meet the things a broad range of customers truly requires. A custom CRM, on the other hand, is created specifically for your needs. You get to decide which processes to automate and which departments get access to which data.

CRM systems contain sensitive data like customer information, transaction details, and reports, so you must maintain information security and confidentiality.

With the assistance of custom development companies, you can design your CRM with security in mind from the start, employing various mechanisms to keep your system secure. Furthermore, customized CRM software is more adaptable and scalable than off-the-shelf solutions.

To summarize, a customized CRM:

  • caters to your specific requirements
  • are stable, secure, adaptable, and scalable
  • can harmonize data across various departments, thereby enhancing collaboration between them

Deep Customization vs. Development From Scratch: Which of the Two is the Best?

I believe you should try choosing an option based on your requirements for CRM functionality, development time, and cost.


  • Functionality


When you choose to customize a platform-based solution deeply, you get to work with default features that you are capable of tailoring to your custom software agency processes. Nonetheless, you are likely to end up with some extraneous functionality that comes with your chosen license.

Custom development from the ground up, on the other hand, focuses solely on providing tailored functionality. Depending on the development method used (for instance, agile development), you can adjust the CRM functionality during the development phase and get the newly required functionality as quickly as possible, or you can improve the already provided solution with specific modules. A project FortySeven software professionals completed for a telecommunications company is an excellent example of such capabilities.


  • Development Time


When compared to CRM development from scratch, the primary benefit of customized platform-based solutions is faster execution. Even if you plan on pursuing full custom development iteratively, the core functionality will most likely be delivered later (in 1-2 months) than a deeply customized counterpart (1-2 weeks from project start).


  • Cost


It all boils down to the way practical you need your CRM to be. In general, deep customization would be less expensive to implement, but if you build your own CRM, unique custom features delivered through CRM development from the ground up may provide you with a higher ROI. It is possible because CRM would address your needs more directly, and there would be no ongoing licensing fees.

Tips Required for the Success of Your Custom CRM

  1. Create a list of the business requirements that DIY CRM should address. This step is critical for mapping your requirements to CRM functionality, selecting the appropriate feature set, and avoiding overspending. For instance, to combat a low conversion rate with the help of additional insights, FortySeven’s customers frequently require advanced lead and opportunity scoring.
  2. Create a plan for implementing the core functionality. I recommend starting by asking your sales, marketing, and customer service teams what functionality they would like to watch added to the list of features you’ve selected. You can shape the implementation plan to prioritize the most important features based on employee feedback.
  3. Determine the success of the implementation. The most crucial success factor is user adoption because the new software is useless if your employees do not use it. To ensure CRM success, I recommend creating comprehensive training sessions and motivating users with positive examples of the most outstanding performing people across your departments by utilizing new CRM software and proving its value.

If you plan on gaining insights into how CRM affects your custom software development firm, I recommend implementing a proper KPI system. For instance, it could include the number of conversions, customer satisfaction rate, and so on. If you notice an improvement when analyzing your CRM’s KPI, then it is unquestionably effective.

How to Avoid Expensive Custom CRM Development

I am convinced that you should prioritize feasibility over development costs to get the most out of custom development. As a result of the time saved by automation, your CRM can generate up to a 300 percent ROI with an iterative approach to development and the right features implemented. Suppose you are seeking to build a custom CRM and are debating between deep customization and custom development. In that case, our software and mobile app development team is always happy to assist you in determining the best option for your needs.

Hanna Shnaider explains why you should consider custom CRM if you search for a productive and customizable solution and build a CRM solution customized to your business requirements. You can find out more about her here.

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