Custom CRM Solutions Development

Get a CRM completely customizable to your business model

Why Custom CRM

At BilSoft, we believe there isn’t a one-size-fits-all solution when it comes to automating customer interactions. As your business is unique, enhancing customer service, a better understanding of your customers, and optimizing internal processes require an exclusive solution. A custom CRM is designed for your specific requirements. A CRM of each company keeps the sensitive customer data details on transactions and reports. Hence it’s crucial to save this information and there’s how a custom ERP comes in hand. With custom development, you can craft your CRM with security in mind from the beginning using different mechanisms to keep your system safe. What’s more, custom CRM software is more flexible and scalable than off-the-shelf solutions, so it can grow along with your business

Advantages of Custom CRM development

Tailored solution for your actual business needs

Custom workflows

Seamless integration with business procedures

Powerful analytics based on custom metrics

Scalability and flexibility

The right level of automation

Higher security and privacy control

Tailor-made access levels and rules

Maximizing ROI

Key Features of Custom CRM

Contact management

Mobile access (Multi-device support)

Task management

Dashboard and reports

Lead management

Invoicing

This feature gives you the possibility to generate invoices, send them to your clients, and track their status (paid, overdue, etc.).

Third-party integrations

If you use different third-party apps (including analytical tools such as Google Analytics), consider integrating them into your CRM system. This will help you work faster and smoother.

File storage

File storage and sharing allow you to store all files in a single place and share them among departments.

Pipeline view

To better understand your sales process and see the stages at which your leads and deals are (qualified lead, contact made, proposal presented, quote sent, in negotiation), include a pipeline view.

Sales forecasting

With this functionality, you can predict sales based on prospective deals. This will help you better understand your sales performance and be prepared for worst-case scenarios.

Chatbots

A chatbot allows your team to concentrate on customer inquiries that require urgent attention. Chatbots can respond immediately to customer’s questions and are available around the clock.

Custom reports

You can create custom filters to get insights that are valuable for your specific processes.

Referral tracking

This feature enables you to track referred leads that eventually turned into paying customers.

And More…

Why BilSoft

We create custom CRM solutions for unique business cases. Our team delivers technology that can help you optimize any process related to managing relationships. With the experience of helping over 20 enterprises, we provide the best-fitting option for a specific business with a deep understanding of its features and requirements. As a result, you get process automation, advanced analytics, custom reporting, decision support, as well as efficient data management and collaboration environment.

Our Services

CRM Integration

Development of specific extensions for CRM (bridges, modules, etc.)

Custom CRM solutions maintenance

Custom CRM development

Migration to custom CRM

Get a free consultation from our experts on your project implementation.

Get a Free Consultation

How We Work

Start

We start with understanding and deep analysis of your customer interaction strategy and existing business processes and then offer you a CRM solution architecture based on your specific needs and requirements. At this stage, we also do consulting, identification of project scope and features needed.

Extensions, Data Migration, etc.

We continue with building your CRM system, working on the design, frontend, and backend of your future solution.

Configuration

Our team makes sure the system is up and running for your business. So we cover the full cycle of making it ready to perform as soon as possible.

Testing and Support.

You can rely on us in system performance. We’ll manage any bugs or issues that can arise after the ERP launch with a set of best practices.