One of our most frequently-requested services is the creation of custom CRMs for businesses looking for an:
- alternative to project management software as their workflows don’t fit a traditional sales cycle
- alternative to task management software as they need additional data to be included in each task request
- alternative to sales tracking pipelines as they have unique business needs
- alternative to enterprise software as they need a better visual representation of their processes to inform key stakeholders
What can a custom CRM provide?
By using hosted software to create a custom CRM, your business is able to:
- Set permissions based on internal & external user roles
- Reduce the use of email through better use of notifications and task filtering
- Customise the display of business data to ensure common terminology is used in all business areas
- Create a dynamic set of Standard Operating Procedures to keep your processes up-to-date
- Track prospects, incoming leads and ongoing clients through their business lifecycle
- Reduce the cost of running enterprise software
- Provide a more visually-appealing way to manage projects & key business processes
Insights from working with a popular winery
I’ve had a ball working with a popular winery and seeing them using and...