Three Reasons to Build a Custom CRM System

You’ve decided to take the leap: you’re going to take advantage of the countless benefits of a customer relationship management system. You’ve chosen a great path! A CRM will allow you to automate tasks, make your customer communications much more effective, and boost your sales. Building a custom CRM might be the best way to go; consider these three reasons why.


They’re Customized to Fit your Needs Perfectly

Sure, you could invest in a pre-built system, but a custom system will work much better for you. A pre-built system will have a lot of great features and functions, sure, but you probably won’t need all of them. The extra features could end up costing you extra money and giving you a headache if you mistakenly try to use them. In order to make your system as efficient as can be, you want to stick with only the features you need and will use often. Everything else is just extraneous and will get in the way, interrupting everyone’s workflow and bulking up the system. You’ll also save time with a custom system. With a custom CRM, you’ll be able to focus on training your employees on necessary features, rather than wasting extra time on training employees on the features that aren’t needed.


Also consider the flexibility of a custom system. As your workflow changes over time, you may notice that some features are no longer necessary or you need new functions to manage your workflow. With a custom system, those changes can be made. With out-of-box CRMs, that isn’t an option.



With a custom CRM, you can take advantage of CRM integration. Connect your customer relationship management system to your website or another third-party service. The integration will allow the systems to work together seamlessly. Many businesses integrate with Google apps, accounting apps, time tracking apps, and even email.



Out-of-box CRMs or free open-source customer relationship management systems may compromise the security of your data. If you’re using an open-source system, that means others have access to the source code. Someone with malicious intent may hack the website created on the platform, putting your data at risk. Similarly, third-party plugins used by out-of-box CRMs can break or become compromised.