Custom CRM Design and Development

What Is a Custom CRM?

A CRM (customer relationship management) system is software that keeps customer information, interaction history, sales opportunities and team follow-ups in one place. Unlike off-the-shelf products, a custom CRM is designed and built around the sales process, team structure and needs of one specific business, and it can grow as the organization grows.

What Does ParamisTech Offer in This Area?

ParamisTech designs and develops custom CRM systems, from analyzing your sales and customer relationship process through to deployment and support. The final system is built around how your team actually works, not a generic template.

Features and Service Areas

• Customer and contact management: Recording information, interaction history and customer segments
• Lead and opportunity management: Registering, assigning and tracking leads until they become customers
• Sales pipeline: Defining sales stages and showing the status of every opportunity
• Follow-ups and reminders: Call schedules, tasks and automatic notifications
• Quote and order management: Recording quotes, orders and their status
• Management reporting: Reports on sales performance, staff and customer acquisition sources
• Access control and security: Defining roles and keeping an activity log of user actions
• Integration: Connecting to your website, SMS, email, accounting software and other systems
• Data migration: Importing customer data from previous files and software

Project Stages

1. Process analysis: Reviewing the current sales method, customer communication and existing tools
2. Solution design: Defining modules, sales stages, roles and reports
3. Development: Building the system in defined phases, with reviews along the way
4. Data migration and integration: Importing previous data and connecting other systems
5. Testing and training: Full testing and team training
6. Support and development: Fixing issues and adding new features after launch

Who Is This Service For?

Service and sales-driven companies, businesses with sales or support teams, and organizations whose processes are not covered by an off-the-shelf CRM or that want to manage customer information in an organized, central place.

Benefits of a Custom CRM

• Full alignment with your sales process and the way your team works
• Centralized customer data and fewer lost leads
• Organized follow-up and fewer forgotten calls and commitments
• A clear view of sales status for managers
• Room to change and expand as the business grows
• Greater control over data and the security of customer information

Frequently Asked Questions

How is a custom CRM different from an off-the-shelf CRM? Off-the-shelf CRMs are built for general needs. A custom CRM is designed around the process and structure of one specific business and is easier to change and extend.

Will the CRM connect to our other systems? In most cases, yes. Integration with your website, SMS, email and other software is reviewed during the analysis stage.

Can our current customer data be migrated? In many cases, yes. The migration method from your current file or software is defined during the analysis stage.

Is support and development available after delivery? Yes. Bug fixes, updates and new features are available after delivery.

What should I do to get started? Contact the ParamisTech team. After reviewing your needs, we will provide a technical proposal and an implementation plan.