What Is a Low-Code CRM?

Low-code CRM is a customer relationship management software that can be customized with little or no coding skills thanks to visual interfaces, drag-and-drop functionality, and composable components that can be reused across multiple use cases. Low-code CRM empowers non-technical users, such as marketing and sales professionals, to create CRM solutions of any complexity, reducing development time and costs.

This article delves into the low-code CRM, exploring its key features, benefits, and impact on customer relationship management.

Low-Code Approach and CRM

The integration of the low-code approach within CRM systems creates a user-friendly and accessible solution for businesses to design and implement tailored solutions for them.

Unlike traditional platforms that require extensive coding skills to customize the user interface, low-code CRM platforms help users create applications through a drag-and-drop interface, allowing users with varying technical backgrounds to actively participate in the process.

It's crucial to distinguish the low-code from the no-code approach. Low-code platforms offer capabilities for both seasoned developers, who can leverage the underlying coding capabilities to further enhance CRM applications, and those with a more business-focused background. Unlike no-code solutions that cater primarily to users with minimal technical skills, the low-code approach combines the efficiency of visual development with the precision and complexity of coding.

Customization Advantages with Low-Code CRM

Low-code CRM provides businesses with extensive customization capabilities, allowing them to tailor almost every aspect of their CRM system to match specific needs and evolving requirements seamlessly.

A low-code CRM system offers a range of benefits, including:

Rapid development and deployment

Traditional CRM customization often involves long development cycles, but low-code CRM platforms significantly expedite this process. With an abundance of pre-built components and visual interfaces, businesses can swiftly design, test, and deploy customized CRM applications within hours, rather than days and months.

Democratized development

Business analysts, front-office teams, and other stakeholders without technical experience can actively participate in the customization process, using the intuitive drag-and-drop interfaces, and pre-built modules to shape CRM functionalities. This reduces dependency on IT departments, speeds up the development process, and fosters a more collaborative approach to CRM design.

Flexibility for evolving business processes

Low-code CRM allows organizations to adapt quickly and implement changes in their business processes. Whether it's modifying workflows, incorporating new data fields, or adjusting automation rules, the flexible nature of low-code platforms ensures that the CRM system can evolve quickly. Thanks to that, businesses can meet the changing requirements without extensive coding skills and a long time to deploy.

Cost-efficiency

With low-code CRM the development costs are reduced since there’s no need to engage IT specialists. Businesses can achieve a high degree of customization without hiring or outsourcing professional developers. This cost-efficiency allows businesses of varying sizes to implement sophisticated CRM solutions without breaking the bank.

Enhanced user experience

Tailoring the CRM system to specific user preferences enhances the overall user experience. Low-code CRM allows users to create intuitive interfaces, personalized dashboards, and business-specific workflows. This not only improves users' experience but also boosts productivity by aligning the CRM software more closely with their daily tasks and goals.

Streamlined integration

Low-code CRM platforms often provide connectors and ready-made integrations with other business applications, allowing seamless data exchange between the CRM system and other tools. This approach facilitates a more unified and efficient business ecosystem and ensures faster and more straightforward integration with other tools used by businesses.

Robust process automation

Thanks to a low-code CRM, automation of repetitive tasks becomes effortless, since all the process automation parameters like business rules, triggers, conditions, etc. can be configured by users without coding skills. It enhances efficiency and reduces dependency on the IT department, allowing businesses with varying technical skills to implement sophisticated process automation easily.

Low-Code CRM Use-Cases

Low-code CRM simplifies the process of developing business applications thanks to ready-made composable components and drag-and-drop functionality, eliminating the need for excessive coding. Citizen developers can build and customize the apps without relying on the IT department, and professionals with technical skills can speed up this process substantially. For businesses requiring specific customizations, low-code CRM also offers the possibility to further adjust the platform with code.

Here are examples of some of the applications that can be built using the low-code CRM by users with varying technical skills:

Operational efficiency applications

Campaign automation in Creatio

Low-code CRM platforms enable businesses to easily develop applications to address specific operational challenges, automate repetitive tasks, and enhance overall efficiency across diverse business functions. This includes the ability to create and customize applications and tools for managing tasks and workflows, handling customer support tickets, managing inventory, facilitating approvals, etc.

Performance management systems

Service performance analytics in Creatio

With low-code CRM businesses can easily create customized performance management systems to monitor employee performance, track key performance indicators in real time, conduct evaluations, set and monitor goals, automate performance reviews, and many more.

Employee management tools

HR management in Creatio

Low-code CRM platforms enable businesses to build and optimize workflows throughout the employee lifecycle, spanning from efficient hiring and onboarding to development, retention, and exit processes. By integrating automated request procedures and robust features for managing reviews and approvals, organizations can elevate the overall employee experience.

Collaboration and coordination apps

Service productivity management in Creatio

With low-code CRM, organizations can build applications facilitating communication among their employees. Those applications can include collaborative task management, schedule management, personal productivity dashboards, team collaboration tools, and more.

Industry-specific automation

Project management for a telco company in Creatio

Low-code CRM facilitates the creation of applications tailored to optimize both operational and customer-facing processes unique to specific industries. Businesses can easily implement specialized, highly automated workflows, like supply chain management, loan application management, or quote and order management. Regardless of the industry, whether it’s health, banking, telecommunication, or manufacturing, low-code CRM helps tailor automation solutions to address the specific needs and nuances of each business.

What’s the Best Low-Code CRM?

When it comes to choosing the best low-code CRM, Creatio stands out thanks to its robust functionality and user-friendly design. Creatio CRM is built upon the Studio Creatio platform, featuring a composable no-code architecture. This provides users with the utmost flexibility to customize and configure their CRM system, empowering them to develop new tools, applications, and workflows tailored specifically to their business needs.

In addition to offering complete customization freedom for business users and citizen developers, Creatio CRM equips professional developers with all the essential tools as well. This ensures that in scenarios demanding more complex system customization through code, the essential professional development tools are easily accessible. Creatio is suitable for businesses of all sizes and industries, allowing users to design, implement, and optimize tailored solutions, whether they are professional developers or non-technical users.

A recent Forrester report validates the industry-leading position of Creatio's no-code and low-code capabilities. Creatio is the only Leader in The Forrester Wave™: Low-Code Platforms for Citizen Developers. Its innovative composable architecture allows users to automate workflows and create applications with a maximum degree of freedom.

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