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Everything You Need to Know About Custom CRM Software Development Services

Every year, there is a bulk of data collected by every company, irrespective of their size. CRM software development provides the ideal solution for maintaining, storing and sorting data accordingly.

Therefore, more and more companies have started investing in CRM software solutions for their businesses. 

This initial investment benefits not only them in the present but also the future when they need to filter out some specific data. 

In this blog, we will learn what custom CRM software development means and how you can build your own CRM platforms. Also, we will delve into how Microloop IT Solution can help you focus on capturing and nurturing the leads in the best possible way and help you achieve your business goals.

Let's get started!

What are custom CRM software development services?

Custom CRM software development services refer to the process of creating an optimized CRM system tailored to meet a  company's unique needs. These services involve personalizing the customer experience by collecting data from multiple operations, ultimately enhancing the efficiency of business operations.

It is a process through which a customized CRM is created to meet the specific requirements of any business or organization. This software is designed to help companies manage their interaction with potential customers and clients effectively.

Customized CRM platforms

Every organization requires customized CRM software that allows them to keep essential features and eliminate unnecessary ones. If you're thinking of building a customized CRM platform for your own, it's the right time to explore a few customized CRM platforms:

Zoho CRM

Zoho is an excellent and highly customizable CRM solution, well-suited for small businesses that need to track leads and manage contacts. It offers a seamless integration with third-party tools such as Mailchimp, Google Analytics and QuickBooks. Businesses need more robust features that can upgrade to a paid plan and the next level.

Why Zoho CRM:

Modules customization

Page level customization

Templates customization

Filed setting customization

Offline functionality for unrestricted customer access anytime, anywhere, without any restrictions.


A custom CRM solution designed to help businesses manage their sales processes according to their unique business requirement. This platform allows you to customize fields and choose and select templates accordingly. It has a feature that will allow you to schedule your activities and set a reminder of what is done next.

Why PipeDrive:

API access for full customization

Unlimited, customizable sales design

Easy organization and customization

Custom real-time reporting


A cloud-based solution for its project management and organization capabilities. ClickUp can accelerate client growth and enhance customer satisfaction. It helps you visualize your pipeline, streamline customer workflows and facilitate collaboration.

Why Clickup:

Custom features

Integration with external tools for additional features

Task management and planning


It is a fully customizable CRM platform that offers cost effective solutions, suitable for small businesses aiming to automate time consuming tasks and sales processes.

It helps you to create sales bots and automate various aspects of your sales process in order to improve productivity.

Why Company Hub:

Chances to create new filters, change columns and set default filters

Creates custom tables and forms

Helps in creating customized reports

Custom CRM Solutions

Marketers often doubt whether they can build their custom CRM solution?

Yes, you can definitely create custom CRM solutions, but it requires dedication of resources and investment. Let's explore in depth what steps you need to take:

Identify goals 

Set clear goals for what you are looking for. A few of them might be:

Shortening your sales cycle

Gaining insights into consumer behaviour

Automating more tasks in the sales process

Decide on CRM type

There are 3 types of CRM: Operational, Collaborative and Analytical. Operational is used to streamline customer journeys and automate repetitive tasks. Collaborative CRM is concerned with connecting sales, marketing and support sectors on a single platform.

Lastly, the analytical CRM focuses on analyzing the data and customer data that the business has acquired throughout the sales process.

Filter features

This means filtering out exactly the features that you need and deciding beforehand on features that you don't need. 

For eg, If you need features such as analytics, reporting, and file sharing, a full team can have access to the data or share analytics at the end of the day.

Consider UI/UX design

CRM application development includes looking for a UI/UX design to make that ensures user-friendliness. Before finalizing the design, make sure your team is going to use it every day, as it will be used on a daily basis.

Program and test

CRM software development involves identifying and fixing bugs before launching and trying software. Early bug elimination is essential, whether you are building CRM software development in-house or offline.

Launch and maintain

Once the coding and testing stages are completed, allocate resources for maintaining the structure and security of the system. There is room for research and implementation of AI and machine learning, which is essential for launching a custom CRM solution for your business.

Why is custom software development ideal for your business?

Productive outcomes within budget constraints

Custom CRM solutions allow you to tailor the solution according to specific business needs. This means that you are investing in a long-term solution aligned directly with your business goals. This approach maximizes the value of your budget.

Integrating properly with businesses

The CRM software can be designed to integrate with your existing system and processes seamlessly. This is crucial for businesses that are highly dependent on such types of tools and platforms. It ensures that your software not only meets your immediate needs but also existing infrastructure and streamlining operations.

User friendly

Custom CRM solutions are designed while keeping the user base in mind, allowing for the customization of the UI and UX for optimal usability. This user-centric design leads to higher productivity and user satisfaction.

Generating cost effective operational benefit

Initially, the investment is higher, and the set up of a customized CRM platform may be higher and time-consuming. It is designed to increase efficiency, streamline processes and automation of tasks. Now, this, over time, will automatically lead to saving costs, making it a cost-effective option in the long term.

Improved data security

Custom CRM software ensures robust security measures are installed to protect sensitive data. Note this is important for businesses who have to deal with confidential information, financial transactions and customer data. 

Factors to consider before developing custom software development

There are n number of companies that can be taken into consideration for developing custom CRM solutions. Before that, we need to consider certain factors that will help us in deciding which company can be chosen to build CRM software development services. Let's analyze factors:

Budget and cost

Before finalizing the budget, you must consider various factors, such as the cost of development, implementation, maintenance, training and support. Ensure that you assess the potential return on investment and reap the benefit for your organization in the long run.

Technical expertise and resources

Building custom CRM software is a complex task that requires specialization in software development, database management, user interface design and system integration.

You need to evaluate whether you need to hire a team or if your in-house team has the capabilities to build the CRM system.

Integration with existing system

Ensure that your CRM software can seamlessly integrate with your existing system and applications. What you need to do is make sure that marketing tools, email systems, and ERP can be integrated with the system.

Collaboration with reliable partner

Select a partner with a trustable and successful track record. This choice will help ensure that the software is delivered within the specified timeline and budget as you work with them closely throughout the development process.

Microloop IT Solution: CRM software experts

Microloop IT Solution, Australia has the best CRM software development experts that will provide you with the best services and give you solutions that cater to your business needs and align perfectly with the business objectives that you have set.

Besides helping you build CRM software development for your business, you also can avail services from front end, backend, CMS and mobile application development that will help you stay ahead in the competition.

Consult today!