Types of Custom CRM Applications


Types of CRM Applications

Custom CRM Applications stands for “Customer Relationship Management” software; replacing traditional sales and lead management software. In fact, today’s businesses are becoming highly dependent on the internet and the need for a top-notch CRM application is growing. Therefore, the first step towards a successful business is to maintain personal and professional contact with your customers. A successful business is to maintain personal and professional contact with your customers.

In a recent study by Statista Research Development, the average customer retention rate for the IT/Software industry stays at 77% and lowest 55% for Hospitality, Restaurant, and Travel industries.

Of course, having a strong relationship with your customers can go a long way if you take the time to get to know them and understand their needs.

Let’s dig into why custom AI-powered CRM software is worth looking into, what applications it has to offer and how you can get started with it.

What Is Custom CRM Software?

A customizable CRM stands for “Customer Relationship Management” software; replacing traditional sales and lead management software. Customizable CRM means you can build your own custom dashboard from scratch (i.e., create your own airline Seat Planner or restaurant review platform).

Custom CRM Development

Custom CRM fields embed CRM properties in enterprise systems. Users can create categories, tags, banks, and CRM users — all without the need for technical knowledge of the software.

Moreover, customized CRM can be something as simple as a prompts box that lists easy-to-do tasks. If your company has a customer or prospect database, it’s important to know how to customize all the information in your system.

What are three applications of CRM?

Top CRM applications facilitate customer satisfaction management with customer relations. They are strategic tools to opt for CRM as operational, analytical, and collaborative applications.

1. Operational CRM; Types of operational CRM

Operational CRM (OCRM), is a leading full-service CRM for sales and marketing in the U.S and worldwide. By the same token, this revolutionary resource management CRM (RM CRM) system automatically streamlines CRM properties in businesses like Marketing Automation (MA), Salesforce Automation (SFA), and Service Automation (SA).

Operational CRM Example

Mostly, CRM enterprises use this software as a sales CRM, CRM mail, data aggregation system, and website CRM login system.

custom CRM Applications

2. Analytical CRM

Analytical CRM (ACRM) is often overlooked. However, it’s a revolutionary new way of looking at your business, your customer base, and your prospects. It’s not a front CRM but works behind the scenes to store and analyze customer data.

Instead of trying to guess what your prospects want, analyze what they really want. As a result, you’ll be more likely to communicate with them effectively and come up with great ideas for growing your company.

Analytical CRM Example

Bespoke Collection collects actionable insights and key statistics by using AI CRM on subscriber data which deepens their long-term customer relationships.

custom CRM Applications...

3. Collaborative CRM

Significantly, the goal of a collaborative CRM (CCRM) system is to facilitate information sharing among company representatives on different issues or concerns.

Collaborative CRM Example

Almost every company benefits from having a knowledgeable customer service team, but how often do they interact with them? Collaborative types of custom CRM Applications can help you with technical support, external customer support, and distributors.


Top Customizable CRM Software of 2021

Eventually, technology is constantly evolving at a blazing pace. And with it comes new possibilities for customization. Therefore, many business owners are turning to CRM custom software after realizing the benefits custom CRM fields can bring to their bottom line.

You don’t have to be a millionaire to afford a great CRM. Here are 7 of the best customizable CRM Software worth your money:

1. Sugar CRM Software

ERP and CRM applications is Built by some of the smartest minds in the industry. Sugar CRM integrations allow you to create flexible CRM templates that allow your sales & marketing team to engage with your customers instantly — faster than ever before.

Interesting Fact:

In fact, 54% of B2B marketers feel confident in sharing their ideas and collaborating with their sales team through custom CRM applications. (Source)

2. Zoho CRM

Zoho CRM is empowering 150,000 businesses expanding its CRM network over 180 countries. with 9000+ employees worldwide, Zoho offers the following Zoho CRM custom extensions to integrate:

  • Office 365
  • G Suite
  • PayPal
  • Zoom
  • LinkedIn
  • Skype
  • Zapier
  • Mailchimp
  • Dropbox
  • SurveyMonkey
  • Slack
  • Trello
  • Twilio
  • Shopify

Zoho Flow Custom Fields:

  • Call web API
  • Format data
  • Send emails

3. Bitrix24 CRM

Bitrix24 CRM isn’t just for sales teams either; in addition,  you can use it to keep track of your customer relationships. Moreover, the platform offers key functionality like lead management, activity streams, social media integration, and mobile apps. Bitrix24 enables its users to avail themselves of additional features such as the Kanban interface for managing projects with multiple teams or businesses.

Bitrix24 CRM API

Since, access to the Bitrix24 API is completely free for non-personal use. Bitrix is building an open API platform for data analytics on the web. However, you don’t need to be a member of a hosting provider like Hostinger or Softlayer to use it. It’s self-hosted! Just create a new custom field and you’re good to go.

It provides the following fully customizable features;

  • Custom fields
  • Sales automation
  • Web to CRM
  • Email to CRM
  • Custom forms
  • Custom access right settings
  • Call to CRM


Hence, SP CRM allows you to monitor your sales metrics and activities from one place. It also includes a suite of customizable BI tools for managing your sales team easier than ever. Additionally, it is free to use for Office 365 users on any device.

5. Salesforce CRM

You can use the Custom cloud service category of Salesforce CRM as a PaaS platform to create custom CRM fields and add-ons. Custom Salesforce CRM development facilitates connections with customers, partners, and all business teams at once. And also chatters for enterprise AI CRM networks and Heroku Enterprise scalable apps for developers.

Presently, software Engineers can customize salesforce custom cloud services for Health, Finance, Pharma, IT, or any other related industry. Meanwhile, software companies like Jaxel will work with you to build your personal Salesforce CRM solution that helps you better serve your customers.

How to Build a Custom CRM Software: Creating Your Own CRM

Can I develop my own CRM?

Of course, you can! But If you’re interested in creating your own CRM, first decide which aspect of your business needs help to manage the records. This could include bringing in new leads, tracking account activity, creating invoices, etc.

Build a Custom CRM Without Coding

Now Getting started with your custom CRM system can be daunting — there are tons of choices — so it’s best to learn about all the CRM functions and options available before committing to anyone.

To begin with, online free CRM certifications are a good first step if you are looking to build your custom CRM template, CRM spreadsheet, or CRM format without coding.


In either case, customers exit your company, they leave behind an incredible database with valuable information. For the most part, this information could help you sell your business better and track the performance of every employee properly. However, automated CRM applications don’t help you access this data because they assume you are already collecting and analyzing it.

This doesn’t have to be the case. In fact, custom CRM Applications provide a solution to this problem and eliminate the need for an existing CRM solution by giving you access to your customers via their unique identifier codes directly within the application.

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