Anyone have a custom Crm made ?
- Thread starter Sandman_
- Start date
fb3003
Elite Member
- Aug 14, 2015
- 5,034
- 3,500
biggest mistake to have someone developing a custom solution for you. who is going to support it in future? who is going to worry about new features? etc.
what is it that you need that you could not get from existing crm solutions?
- Apr 25, 2011
- 19,793
- 28,112
I also struggled to find a good crm for my clients to use. But I tried twice developing a custom CRM, on two different occasions and for two different clients.
Both times it did not work out. It’s like reinventing the wheel and it’s hard to get it right. In fact I believe it’s possible but the investment required to build a comprehensive crm system that would be up to task would be huge.
Better to try and find the closest off the shelf match, industry specific would be the most logical option if available, and then just accept the few places where it may fall short of being perfect.
Both times it did not work out. It’s like reinventing the wheel and it’s hard to get it right. In fact I believe it’s possible but the investment required to build a comprehensive crm system that would be up to task would be huge.
Better to try and find the closest off the shelf match, industry specific would be the most logical option if available, and then just accept the few places where it may fall short of being perfect.
ausardevendra
Newbie
- Aug 5, 2012
- 15
- 2
You can try the easiest CRM of the world.
I am talking about divine infosec CRM.
There support team is wonderful. They will develop custom modules for you if you request them with some nominal charges.
I am talking about divine infosec CRM.
There support team is wonderful. They will develop custom modules for you if you request them with some nominal charges.
cool - where are they based out of? thank you
great idea infact, as long as your business is very much aligned with the industry. thanks for highlighting the difficulties.
Dontwannaberich
Newbie
- May 2, 2022
- 23
- 27
I would recommend using Notion, $10 a month and you can create it however you want,
- Sep 10, 2010
- 11,682
- 26,241
Not for my own business but sure... made some for different clients. From my experience, do not look for a CRM software. Look for a framework that gets the job done quickly... like Laravel, Yii written in php, or something like Ruby On Rails. These frameworks help you to get the modules done pretty quickly using included functionalities like CRUD generation, Rights management, migration management etc.
- Aug 2, 2024
- 103
- 38
Dont you think that like every one already have their own custom crm in 2024
- Oct 9, 2013
- 3,242
- 13,317
Did you not try something like AirTable?
Usually when traditional CRMs don't fit the bill it's because you need some custom operational flow. I use AirTable for the wolf. Everything is in there. All clients, subs, orders, sites etc. It's all connected so if I add a sub to a site, it decreases the available spots.
You can create pretty much any workflow you want with it and view as either tables or kanbans.
- Apr 25, 2011
- 19,793
- 28,112
It was on my radar but for some reason I didnt actually try it. Thanks for mentioning it I will take a look.
- Oct 9, 2013
- 3,242
- 13,317
It should solve all your problems. It just has a fairly steep learning curve, but once you get to know it, you'll love it.
It's a combination of a spreadsheet and database. You have 1 'base'. Everything in a base is linkable. You can create as many bases as you want, but you can't link between bases.
Each base has tables, which are like spreadsheets. You can add as much data as you want there.
Then within each table, you have views to the left, where you can view as tables, kanbans or also calendar, gallery, timeline and list, but I don't use those.
You can group by anything you want. Sort, filter..
Then you can link between tables, so for example..
You have a clients table and a jobs table.
You can link them, so you can add 1 or more jobs to a client, and 1 client to a job, then in a job card you can click the client to bring up the client card.
You might have a team table, then you add team members to the job.
You can get really creative with it to setup the perfect structure.
And you have lots of advanced features, way beyond something like monday, where you have formulas, or something called "rollups".
Rollups are when you've linked to another table, so in your clients table, you've linked to jobs, so you could create a rollup that shows stats like how many jobs are in pending stats, how many are complete, how many are new.
Any sort of aggregated data/calculation.
Then you have automations. You could set it up so when a staff member changes a status from "working on", to "problem" it sends a message on slack.
Or you could set it to change the status from New to Ready when you assign staff members to a job. Anything you like.
You can also create views and then hide sensitive data and create a shareable view link for clients.
Ezekiel ford
BANNED
- Nov 4, 2024
- 31
- 20
You can use MailChimp for that
Ezekiel ford
BANNED
- Nov 4, 2024
- 31
- 20
I recommend Klaviyo.
But can you tell me the exact activities that you wanted to perform on it?
eiken
Junior Member
- Sep 19, 2024
- 100
- 14
Yes, I’ve ordered a custom CRM for my business, and it provides more flexibility for the specific needs of the company. You can find developers on platforms like Toptal, Upwork, Fiverr, or Softwareshop. It’s also worth checking out local developers or agencies that specialize in custom CRM development.
great advice