CRM software is used to track relationships with clients and improve lead management. It serves as your team’s collaborative knowledge hub, streamlining the sales process and breaking down barriers. As a result, it increases productivity, efficiency, and conversion rates.

Some key features of sales CRM tools include contact, lead, and team management, performance reporting, sales forecasting, and sales automation. Learn more about the roles of CRM here.

A custom CRM is simply a CRM system that can be uniquely set up based on a business’s needs. For example, you can change deal stage names, add new properties to contacts (custom data fields), manage multiple pipelines (custom workflow), and set up rules for sales automation (custom automation). These changes allow businesses to build a CRM dashboard that’s better suited to their individual sales processes and goals.

The first step to building a customizable CRM is choosing CRM software with tailoring. Once you understand your business’s needs, match them with the available CRM tools. Look for a CRM that offers both flexibility and structure, providing room for personalization without the risk of system instability.

We recommend adopting customizable off-the-shelf CRM software rather than creating a custom-made CRM, as creating a custom CRM demands a lot of time, cost, and energy.

One of the best customizable CRMs is Pipeline CRM. We design our features with many industries in mind, particularly the old economy and contractor sectors. While our basic features address common sales challenges, our customizable solutions offer flexibility and tailoring.

This includes everything from editing property names (contacts and deals) to adding daily reports to the dashboard, suggesting the ‘next step’ in deals (sales automation), setting rules for email drip campaigns, and changing the Pipeline CRM’s color interface to match your business. Learn the extent of our customization here.