How to design CRM with advanced functionality for large businesses and enterprises

How to design CRM with advanced functionality for large businesses and enterprises

Customer Relationship Management or CRM software is quite vital for most of the firms.

Essentially they allow to easily keep, access as well as manage important sales data and a lot. Also, many business owners and companies have thought about hiring a CRM development company to developed custom CRM at least once. In case a company wishes to do it, mentioned here is how to design a CRM with advanced functionality.

Custom CRM development can certainly save a lot of money of businesses in the long-term. In this discussion, what it actually takes to develop its own CRM from scratch is investigated. But first, let’s know about the various benefits of custom CRM development.

Benefits of Custom CRM Development

Essentially you should ask why you require to build a CRM from scratch rather than utilizing a turnkey solution. Basically, there are four major reasons why companies opt for custom CRM development over these turnkey solutions.

  1. Growth Oriented

A software always seems to be good at first. However, only a few of them are versatile enough to provide what fast-growing businesses need. Also, they even may not have quite everything for effective work in the entire business domain. CRM development services often have their own out-of-the-box solutions with quite a long list of features. Most of them are focused on covering a large audience. This makes the interface less intuitive and even attracts troubles with employee training.

Various expenses on customization, as well as employee training, need to be considered when selecting a CRM vendor. Essentially, these are long-term investments that you need to pay for. Different custom solutions are quite perfect in this regard. Also, they only have those particular features that you wanted and designed to readily fit into the workflow.

  1. Improvised Workflows

Creating a CRM from scratch can easily do more good to a business. Essentially, it is seen, especially when you inculcate it into different departments. 

Also, out-of-the-box CRM software features are generally designed for a particular department such as marketing or sales. In case you want to make your CRM right from scratch, it is up to you to choose what particular departments to focus on.

Even integrating third-party services is a crucial aspect that improved workflows. In the case of custom solutions, it is quite easy, and you get much smoother data transmission from one particular department to another.

  1. Obtaining Scalable Solution

A CRM can easily work as a particular standalone software. You can utilize it to create additional applications for various departments with just a single database.

In order to do this trick with any turnkey solution, you will require to find a particular vendor who has API open for the CRM developers. After this, you can pay for each user in the system and each additional program that you actually add in there. Creating a CRM system for a company, you can basically do anything you want. You can easily scale it as needed and even modify it. However, you will be basically paying for web development services.

Essential CRM features

The core features of every CRM must have to actually fulfill its original mission which are:

  1. Set Reminders
  2. Manage Contacts
  3. Edit Calendar
  4. Generate Reports
  5. Manage Tasks

All of these provide you with the basic options to keep contacts at hand, task management, and collaborating with the various teams.

Key Features of CRM

The above-mentioned features aren’t actually enough to have one complete solution. In order to build a CRM system from scratch, you require more niche features that can be utilized across different companies and industries. Some of the features are:

  1. File Sharing
  2. Email Marketing
  3. Touchpoints Tracking
  4. Mobile Version
  5. Invoicing
  6. Pipeline View
  7. Custom Reports
  8. Integration with Social Media
  1. File Sharing

This particular functionality keeps all of the documentation in one particular place. Also, it allows you to share them across departments. You can easily set access levels to actually prevent employees from seeing these files, which aren’t supposed to be seen by them. The system can easily be taught to register all of the records of working with different files. You would be able to see who has been actually working with a file and look through the different edits made.

  1. Email Marketing

Essentially, the integration with the given email system allows you to track communication with different customers. It is quite essential and helpful if the managers send a huge volume of emails every day. The CRM can easily perform this mailing functionality, automatically utilizing different letters for various groups of customers. It is also possible to easily introduce a sequence of particular emails. Even the system will send them following a particular parameter.

  1. Touchpoints Tracking

Basically, this particular feature is required to track the actual communication between representatives and clients of the company. Also, this feature allows you to easily store information about the customers and the entire history of partnership with them too. It also improves overall customer service. The managers won’t actually have any trouble with passing a particular client to some other employee. 

  1. Mobile version

In case the solution is going to be utilized by the sales representatives, in that case, you should think of building CRM with support for smartphones and other mobile devices.

Essentially, an opportunity to work remotely may boost sales. Also, considering the modern customers wish to get in touch with the businesses at any time and get a much faster response. In case you wish to create CRM software that supports mobile, it is better to consider different native applications. Also, it will actually affect the CRM development cost. In order to reduce it, you can easily try to adapt a particular part of CRM’s functionality to mobile devices. 

Read the blog- How Much Does CRM Software Cost to Develop?

  1. Invoicing

When it comes to sales-oriented CRM, it can easily be equipped with different invoicing options such as”

  1. Quick invoices to clients
  2. Searchable invoice history
  3. Status tracking

Among the reasons to build your own CRM system is that you can easily integrate it with different third-party tools that you require. Essentially, it can be a payment system, accounting software, or anything else.

  1. Pipeline view

Essentially, this particular CRM feature allows you to easily track all of the sales processes. Through its help, you can easily see what particular stage every leads is at a particular moment. The pipeline allows you to spot the stage wherever you are losing customers. Also, it is a great feature for keeping track of whatever is going on with the sales at any particular moment.

  1. Custom Reports

Basically, custom reporting is a vital source of insights and among the most helpful features of CRM. However, reporting and data gathering methods depend on the business requirements. Some can benefit from such particular data as sales, demographics, and type of leads. In some cases, others require something more to extract insights into their work.

  1. Integration with Social Media

Among the crucial use cases is to create a system that tracks mentions on different social media platforms through hashtags. Businesses can easily utilize it to measure the overall interest in their own brand and also improve customer service by replying to messages with different reviews. Hence, integration with social media can easily be one of the crucial features in the entire CRM system. 

Advanced Features of a CRM

Now it is time to explore the more complicated tier of features. In order to design a CRM with advanced functionality for large enterprises and businesses, you should consider these features.

  1. Integration with Third-Parties
  2. Call Centre Management
  3. Unity with Different Internal Software
  4. Chatbots
  5. Customer Scoring
  6. Tracking Referrals
  1. Integration with Third-Parties

Various departments of the same company can utilize different tools in their entire workflow. Among the popular solutions, G Suite is the leading one. Developing a CRM system, you will require to ensure all of these tools used in a particular company can readily fit there. They should be connected with letters, documents, and others. 

  1. Call Centre Management

It is a crucial feature in case there is a huge volume of incoming as well as outgoing calls in the entire company. Its main features can be calls from the system along with automated tracking.

  1. Unity with Different Internal Software

Various CRM systems are generally not the only software that large businesses and enterprises actually build to make their processes easier. Some of the solutions used by the companies are:

  1. Warehouse Management Software
  2. Enterprise Resource Planning
  3. Logistics Management System

All of the have to work in tandem fetching data from one another. Certainly, it is the only way forward for smooth as well as the seamless workflow of the company. Else, it may lead to loss of money and time. Hence, another advice on building CRM software is to duly merge custom software together. Also, don’t forget to discuss with development services about it.

  1. Chatbots

In most of the systems, there is always a certain room for automation, especially when it comes to a CRM system. Also, you can easily get rid of different routine tasks and even improve the efficiency of the employees. In this regard, chatbots are quite useful. They are able to automate different tasks like answering FAQs, organizing meetings with colleagues, setting up reminders, onboarding new employees, and much more.

Read the blog- Importance Of A Custom CRM For Business In 2020 And Beyond

  1. Customer Scoring

Essentially a scoring system would easily help the sales representative to prioritize their own tasks and also sell more. Allow them to score customers as per different metrics, which are important to businesses such as geographics, age, income, domain background, behavior on the website, and much more. You can easily assign a certain value to each parameter.

  1. Tracking Referrals

These days, referral programs are quite popular. In case you have already developed one, it is certainly a good reason to track its performance in the custom CRM system. For instance, you can easily track down different referral leads, which ended up as a business customer and made a purchase.

Points to Consider before Building a CRM

In order to build CRM software with different features, you require a time frame and make the development process quite effective. In order to do that, identify the following:

  1. Complete Set of Features

You should set clear goals for the CRM, identify the core features, and tell about the expectations to a web development company in USA on how it should actually simplify various business processes in a particular company. Also, all of this should be duly documented and even-handed to the software developers. Even the more features you require and the more complex they actually are, the more money you are essentially going to spend in order to develop the CRM system.

  1. Roles of CRM

Basically, it is quite a good idea to create a complete breakdown by CRM roles such as marketing, support, sales, etc. Employees of each role need to have access to particular functionality along with information. It will assist you in eliminating different risks attached to data breaches among departments that aren’t supposed to view it.

  1. Internal Software vs. SaaS Platform

In case you wish to turn the custom-built CRM system into a SaaS platform in the upcoming future, you need to start preparing for a tech background regarding this from the first iteration of the entire product development.

CRM development cost

Essentially, it is quite tough to determine the cost to build a CRM software without project details. That’s why the estimated numbers are approximate. Overall, custom CRM software may cost from $40,000 to $400,000 and more. Certainly, it highly depends on the features, complexity of the project, and region of the developers you hire, especially from responsive web design services.


CRM software is a vital part of any successful business. However, off-the-shelf CRM software has few limitations as they can’t address each and every requirement of the business. Here, custom CRM can mitigate the problems faced by businesses. These systems can provide tools to different departments of a business, such as marketing, sales, support, etc. In order to design a CRM with advanced functionality for large enterprises and businesses, consider the above-mentioned essential, key, and advanced features. Also, you should know the roles of CRM and a complete set of features before starting development by hiring a CRM development company.