Custom CRM & Automation

Introduction

A custom in-house CRM designed around your company’s exact workflows, departments, permissions, reporting requirements and integrations.

Overview

Ready-made CRM systems are suitable for many companies, but some businesses require functions that cannot be handled efficiently through standard configuration.

A custom CRM provides greater control over the interface, data structure, workflows and reporting. The system is designed around the way your company actually operates.

Problems This Service Solves

• Standard CRM does not match the business process
• Employees use several disconnected systems
• Manual lead assignment and follow-up
• Missing approval workflows
• Limited management reporting
• Repetitive administrative work
• Complex permissions
• Data stored in spreadsheets
• No central customer history

What Is Included

Customer and Lead Management

• Leads, contacts, companies and opportunities
• Communication history, notes and documents
• Activities, tasks and follow-ups

Custom Sales Pipelines

Multiple pipelines can be developed for different departments, services, regions or business models.

Workflow Automation

• Lead assignment
• Follow-up tasks and notifications
• Approvals and status changes
• Department handovers
• Document generation
• Management alerts and scheduled reports

User Roles and Dashboards

Access can be configured for administrators, managers, employees, departments and external users, with dashboards providing real-time information about sales and operations.

Integration Options

• Websites and email
• WhatsApp and telephony providers
• Accounting and payment systems
• Marketing platforms
• Internal databases
• Third-party applications and custom APIs

Development Process

1. Requirement analysis
2. Business-process documentation
3. System architecture and interface design
4. Development and integration
5. Testing and data migration
6. User training, launch and maintenance

Custom CRM or Bitrix24?

Bitrix24 may be more suitable when existing functionality can support the business with reasonable configuration. A custom CRM may be more suitable when the company requires highly specialised workflows, unique functions or greater control over the interface and hosting.

Who This Service Is For

• Companies with specialised processes
• Multi-department organisations
• Real-estate and sales businesses
• Companies replacing spreadsheets
• Businesses requiring private internal software
• Companies with complex reporting requirements

Frequently Asked Questions