A Full Guide to Customizable CRM + Top 10 Best Solutions

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    You’d be surprised, but business automation tools can be as much of a hindrance as they are helpful. How many complaints you’ve heard about cumbersome confusing CRMs? How many have you voiced yourself?

    One way to ensure that your software solution plays on your side and enhances productivity instead of diminishing it is to invest in a customizable CRM. This way you can be certain that it changes and grows with your company, adapting to every new challenge.

    In this article, we’ll explain the intricacies of customizable software, its key features and benefits, and give you an industry-sourced list of customizable CRMs to try.

    What is Customizable CRM?

    A customizable CRM refers to a Customer Relationship Management system that offers flexibility and adaptability to suit the specific needs and workflows of a business. With a customizable CRM, you can modify its appearance, tailor data fields, and shape how your data is showcased.

    Additionally, you can edit deal stages, incorporate multiple columns, and oversee multiple pipelines concurrently.

    Benefits of CRM Customization

    CRM customization ensures it aligns precisely with user needs. Tailored softare solutions offer a range of benefits:

    • Meeting specific business needs: it ensures that the software aligns precisely with your requirements.
    • Enhanced productivity: when software is fit to users’ workflow, it becomes an asset rather than a hindrance, thus, customization promotes user adoption and productivity.
    • Tailored analytics: customized software focuses on providing only relevant analytics and insights, preventing information overload.
    • Scalability: as your business grows or requirements change, the software can adapt and expand seamlessly without disrupting operations.
    • Improved customer experience: tailored software makes your service more efficient while personalizing the communication with your clients, leading to customer satisfaction.

    What Should a Good Customizable CRM Do?

    What defines a good customizable CRM? It's the ability to fulfill essential functions that empower your organization. Customizable software serves your business in numerous ways, and to excel, it must accomplish the following:

    • Identify, score, and assign leads to prioritize valuable prospects.
    • Enable document management and sharing within the CRM to centralize information and enhance collaboration.
    • Be comprehensive and offer an array of business modules for sales, marketing, customer service, projects, e-commerce, and HR management.
    • Provide seamless and diverse integrations, connecting with various business automation tools you already use.
    • Facilitate automation of routine tasks, freeing resources for more strategic work.
    • Offer centralized access to data, including a 360-degree customer view, detailed reports, and dashboards.
    • Enable collaboration among teams within the CRM.
    • Provide user-friendly interface for customization, for example, drag-and-drop features so that you don’t need technical knowledge to customize your CRM.
    • Offer a white-label option, allowing businesses to brand the CRM with their logo and identity for a personalized experience.

    Key Features of Customizable CRM Software

    Let’s look at the features that provide the functions described above. Some of these features are common for standard CRMs as well, but what makes them invaluable here is that CRM customization allows you to adapt them to your needs.

    Customizable pipeline stages

    This feature allows you to tailor the stages of their sales or operational pipelines to match their unique processes. It enables users to add, remove, rename, or reorder stages to align with their specific workflows.

    Customizable reports and dashboards

    You can create personalized reports and dashboards by choosing specific metrics, data sets, and visualizations that are most relevant to your business goals. This allows you to highlight relevant analytics while discarding data you don’t need.

    Integrations

    A wide range of integrations with third-party applications and services is essential – after all, how can you say that your CRM software caters to your every request if it doesn’t work with your other tools?

    The invaluable feature of customizable CRMs is the ability to set up integration flows with third-party systems with your own hands. Usually, you can do it either with the CRM’s visual interface or by coding, depending on the integration complexity and use case.

    Additionally, CRM applications should offer pre-built integrations for popular systems and a range of connectors available through their app marketplaces, ensuring seamless connectivity and flexibility in meeting diverse integration needs.

    Customizable workflow automation

    This feature allows you to set up conditional triggers, actions, and approvals to create or customize automated workflows to streamline repetitive tasks.

    Low-code/no-code tools

    We have to admit that customizable CRMs have their limits and sometimes the software still lacks the degree of customization you’re looking for. That’s where low-code and no-code tools shine. They allow people with limited or no programming experience to build and change various functionalities, that may not be available by default.

    For example, Creatio’s no-code platform offers an intuitive, visual interface with drag-and-drop functionality, enabling users to create custom features or modifications easily.

    AI and machine learning

    AI and machine learning capabilities in a CRM can be utilized for data analysis, predictive insights, and personalization. Moreover, when paired with low-code/no-code tools, AI can assist in building functionalities, automating tasks, and further customizing the CRM based on learned patterns and user behaviors.

    Are you still unsure if your organization needs it or can you make do with a standard out-of-the-box CRM? Let’s answer that question.

    Who Needs a Customizable CRM Software?

    There are several reasons for your organization to consider such CRM software. As you can imagine, all of them assume a degree of complexity that can’t handled with an out-of-the-box CRM solution.

    Firstly, you need CRM customization if your organization manages unique processes and customer interactions. This is common for businesses in niche industries.

    Perhaps your volume of operations is expected to grow significantly in upcoming years, and you need a scalable solution that can support that. CRM customization can help you save time and money by adapting to these challenges.

    If you recognize these descriptions, here’s a list to help you choose your next CRM software.

    Top 10 Customizable CRM Solutions

    There are many solutions on the market with varying degrees of customization capabilities to choose from. To make this choice easier, we researched customer reviews and independent analytics to highlight 10 CRM solutions that stand out for their advantages, be it ease of use or powerful analytics.

    1. Creatio

    Creatio offers a fully customizable CRM empowered by its own no-code platform. The platform consists of three main CRM modules: Sales, Marketing, and Service, where you can drag and drop various elements from specific buttons and data fields to entire workflows and functionalities. The customization process, while powerful, is extremely intuitive and can be adopted by your organization in no time.

    Constructing a unique CRM solution is simplified by leveraging a library of ready-to-use composable components and blocks, along with the flexibility to incorporate diverse composable mini apps for marketing, sales, and service – such as Customer 360, Lead and Opportunity Management, Knowledge Base, among others – allowing for the rapid and scalable creation of tailored digital solutions.

    Creatio Customizable CRM Screenshot

    In addition to that, you can use pre-built industry-specific workflows to further specialize your CRM foregoing spending time on customization. These workflows allow you to streamline specific tasks typical in your industry such as anti-money laundering compliance or mortgage lending.

    The Creatio Marketplace offers a variety of applications, add-ons, templates, connectors, and industry solutions to enhance and extend the capabilities of your CRM.

    All in all, Creatio is a great choice for companies looking for a fully customizable CRM to cater to their specific processes. 

    Sign up for a free 14-day trial to test-drive Creatio’s comprehensive capabilities.

    Pricing

    Creatio offers unique composable pricing where you can pick and choose what you want to purchase. The pricing for each of the pre-built CRM modules starts at $15 per user/month while the platform itself costs from $25 to $85 depending on the plan.

    2. Salesforce

    You’ve probably heard about Salesforce before – it’s one of the most established solutions on the market with a long history of CRM development. Salesforce enhances industry automation, data management, and intelligence.

    Its customization thrives on AI capabilities, empowering businesses to fine-tune and adapt as they evolve. This CRM optimizes outcomes, offers real-time insights, and fosters rapid growth. Moreover, the Lightning process and app builders offer extended customization, accompanied by strong integration possibilities.

    Salesforce boasts an active development community, so you can further customize your CRM with programming and low-code tools.

    While Salesforce offers a lot of apps and tools within its ecosystem, centralizing all of the features you need in one platform can be quite challenging. In addition to that, Salesforce typically takes longer to set up due to its intricate operations, so if you’re looking for a solution with strong turn-key performance, consider a different provider.

    Pricing

    Salesforce Sales Cloud pricing starts at $25 per user per month for the Essential plan and goes up to $300 for the Unlimited plan.

    3. Pipedrive

    Pipedrive’s shining features are its customizable pipeline and user-friendly design.

    With Pipedrive, your Sales team can effortlessly personalize deal stages, adjust closing probability percentages, and set deal indicators within the deal and pipeline modules. Furthermore, Pipedrive’s flexibility extends to data fields, email templates, and automation options, empowering every sales team to shape this CRM according to their unique needs.

    The platform boasts strong usability ratings, excelling in customizing the interface and operating its diverse features. Users find it intuitive to personalize the platform's appearance and functionalities, allowing for seamless adaptation to specific workflows.

    Moreover, the system offers a broad spectrum of tailoring options to craft detailed reports and dashboards. This extensive range empowers users to curate reports that precisely align with their analytical needs, from selecting specific metrics to presenting data through various visualizations.

    Pipedrive is a great option with powerful Sales features and a user-friendly interface.

    Pricing

    Pipedrive’s Professional plan offers impressive customization capabilities and starts at $49.90.

    4. Monday.com

    This CRM is notable for its simplicity – many reviews highlight how user-friendly it is.

    The platform stands out for its use of spreadsheet data entry, integration of no-code automation tools, and effortless customization of boards and item fields. These functionalities cater to various sales processes or project requirements within sales operations.

    The system's boards offer extensive customization options, serving as the fundamental pillars of a fully adaptable CRM. Moreover, Monday.com's accessible pricing structure extends CRM accessibility to users operating within budget constraints, making it more appealing to a broader audience.

    The only challenge with this CRM is that powerful customization is available in higher-paid plans.

    Pricing

    The pricing starts at $24 for solutions that offer wide customization.

    5. Zendesk

    Zendesk offers two adoptable solutions: Services and Sales, that can be integrated. The platform distinguishes itself through its utilization of spreadsheet data entry, integration of no-code automation tools, and the easy customization of boards and item fields. These features are tailored to accommodate diverse sales processes or project needs within sales operations.

    The pipeline can also be changed based on your requirements and goals. As for analytics, its dashboards provide a wide array of customization choices, forming the foundation of a flexible CRM.

    Pricing

    The plan that includes both pipeline and dashboard customization starts at $55.

    6. Zoho CRM

    Zoho is primarily an automation software that allows you to streamline various processes in your organization. Its CRM product, Zoho CRM is recommended for for its customizability, scalability, powerful features, omnichannel communication tools, and robust integration options.

    Unsurprisingly, Zoho CRM puts a lot of emphasis on automation that is able to streamline your processes, campaigns, and customer journeys. Thanks to its background, it also provides more than 800 connectors with various apps on its Marketplace.

    Pricing

    Zoho CRM has a free version, however, it’s understandably limited with its capacity and features. The paid plans start at $15 per user/month.

    7. ClickUp

    ClickUp, a cloud-based solution, is widely recognized for its prowess in project management and organizational capabilities. Beyond its primary functionalities, this system significantly aids businesses across industries in their CRM endeavors, offering exceedingly adaptable and tailored solutions.

    The system's strength lies in its provision of customizable features, tags, and privacy settings, offering businesses extensive adaptability in crafting their CRM strategies and processes. Moreover, you are able to create distinctive task fields, enabling the management of various client information such as phone numbers, emails, notes, prospect details, and more.

    Additionally, ClickUp stands out for its customizable communication and collaboration tools, allowing for tailored statuses, templates, workflows, task assignments, alerts, and an adaptable task toolbar.

    Pricing

    The Business plan with CRM capabilities starts at $14 c.

    8. Hubspot’s Smart CRM

    Hubspot’s Smart CRM aims to battle the challenge to navogate vast amounts of data. With it, you can utilize custom objects, properties, and associations to structure tailored data models. Hubspot provides you with ability to set up deal pipelines, board views, index pages, record pages, and more.

    Moreover, the software allows you to create net-new UI elements that display custom information by building new custom extensions.

    Pricing

    Hubspot’s pricing model offers unlimited number of users for a fixed payment. The starter plan is $20 per month and includes some customization features, with more expensive plans expanding them.

    9. Copper

    Copper CRM stands out as a Google-centric system, tailored for users keen on integrating their preferred Google applications seamlessly. Specifically designed to harmonize a CRM with Google tools, Copper effortlessly integrates with Gmail, Contacts, Calendar, Sheets, and Drive, offering users a cohesive experience. Additionally, it provides a Chrome extension enabling teams to access the CRM interface directly from Gmail and Calendar.

    This specialized software not only customizes CRM functionalities but also establishes a robust connection with Google applications. Its smooth integration with Google products and familiar interface bridges the gap for users seeking CRM solutions within the Google ecosystem.

    Copper significantly simplifies the customization process for teams, allowing them to tailor data fields, workflows, templates, and pipelines to suit their unique requirements.

    This is a great choice if your company heavily utilizes Google tools.

    Pricing

    Robust customization features are accessible through the Professional plan, priced at $49 per month.

    10. Nimble

    Nimble is an intuitive software solution offering extensive customization options within the CRM landscape. Its well-designed interface, navigation system, and an array of tools are crafted for quick adoption and effective utilization by users.

    Customers find Nimble's customization capabilities allow them to tailor pipeline stages, data fields, automated workflows, and reports according to their specific requirements.

    With a pronounced emphasis on deal tracking, lead management, and prospecting, Nimble caters to more conventional revenue operations. This software serves as a practical choice, especially for direct sales teams operating under unique sales processes or daily workflows.

    Pricing

    The Business plan, which gives a lot of customization options, starts at $24.90 per user/month.

    Customizable CRM vs Custom CRM: What is the Difference?

    There’s some disambiguation when it comes to these two terms that are often mistaken for one another.

    The difference is that customizable CRM while offering some options for adaptability, cannot change its core functions. In the end, it still has some downsides associated with pre-packaged solutions – additional costs, lack of specific modules, etc.

    Custom CRM is built from scratch with the help of a software development team or no-code tools, and thus its entire structure is made to fit your organization. Moreover, you can always add more functions and features not limited by those offered by a ready-made solution.

    Thus, if you’re in search of a fully customizable solution, consider developing one traditionally or by means of a no-code platform.

    Final thoughts

    Tailoring your CRM to fit your unique business needs isn't just an option—it's a strategic advantage. Find your perfect match and embrace the flexibility, amplify your productivity, and watch your business flourish with a CRM that grows alongside you.

    Ready to explore Customizable CRM further?

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