

To efficiently implement CRM (customer relationship management) one must first understand its history and its importance. Travel through time, and you will learn of a detailed background, its creators and evolution.
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The ability to customize your own CRM allows your teams to better manage sales, marketing, and customer service from a user-friendly, business-specific workspace, be more productive and focus their efforts where it matters most.
For you to be able to choose the right CRM system for your organization, we have reviewed and compared 9 customizable CRM systems, each with their own sets of functionalities, pros, and cons.
Businesses with unique and specific sales operations use customizable CRM (Customer Relationship Management) to design a CRM that best fits their operations and needs. Customizable CRM systems offer the ability to customize reports and dashboards, as well as configure widgets, programs and features, custom data fields, and more.
CRM customization allows your business to design business-specific workflows for your sales teams to facilitate their day-to-day activities, work more efficiently, and improve company revenues, without having to rely solely on programmers and software engineers.
Zoho CRM is an excellent entry-level and highly customizable CRM solution. It is mainly designed for the sales sector and you can modify it to match your business needs. The free plan is particularly great for small businesses that need to track leads and manage contacts. Businesses that need more robust features can upgrade to a paid plan. Zoho CRM also offers seamless integration with third-party tools such as Mailchimp, Google Analytics, and QuickBooks.
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Pipedrive is a highly customizable CRM system that is designed to help you manage your sales process in a way that suits your specific business needs. Pipedrive enables you to customize pipelines, add custom fields and multiple currencies or use Pipedrive’s Marketplace and open API to connect other software.
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ClickUp is a cloud-based solution that is mainly known for its project management and organization capabilities. This system helps businesses of all industries with their CRM efforts and provides highly versatile and customizable solutions.
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CompanyHub is a fully customizable CRM solution. It is low cost and especially suited for small businesses that want to automate time-consuming tasks and sales processes. This solution is great to track all aspects of your organization, lets you create sales bots, and automates your sales process in order to improve productivity.
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Salesforce Sales Cloud is a cloud-based CRM system that is designed to support sales and account management. Salesforce Sales Cloud handles contacts, accounts, reports, dashboards, and forecasting. It allows you to tailor the software to your needs by adding specific features that will help you improve overall efficiency.
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HubSpot CRM is a cloud-based integrated system that provides all the tools you need for marketing, sales, customer service, and content management. It provides a unified experience that facilitates team collaboration and helps businesses track, organize and close sales seamlessly. It can also be used as a single source of truth to empower your front office teams to deepen their relationships with customers and provide a best-in-class experience.
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Maximizer CRM is an integrated CRM system that is suitable for businesses of all sizes across various industries. It provides simple, accessible CRM solutions for sales, marketing, and customer service teams. You can access customer information through a web browser, a mobile device, or on their desktop - on-premise and in the cloud.
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Freshsales cloud-based solution is one of the sales management and customer engagement offerings from Freshworks. It is suitable for small and medium businesses and is designed to provide all the features you need for lead management, customer engagement as well as sales management. Overall Freshsales is a good CRM system that has a lot to offer.
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Zendesk is a cloud-based simple CRM solution that is also a customized CRM designed to meet your business needs. It is very easy to set-up and can be up and running in a day. Zendesk provides many tutorials and support material to help your teams quickly learn how to use it.
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Being able to customize your CRM system is key to optimize your day-to-day activities and sales. Thanks to customizable CRM systems, you don’t have to rely on programmers and software engineers alone to develop personalized management tools
Depending on your business’ unique sales operations needs, our advice is to be very careful when choosing your CRM system. The 9 programs we have analyzed in this article can all be easily adapted in order to make it easier for your business to manage business processes, improve internal communications, track progress against goals, and provide reports.