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Custom CRM Software

Are you still using spreadsheets as your customer database? Is your business feeling restricted with its pre-built CRM software or are you paying over-the-odds for CRM modules that you are not using? If your CRM system isn’t fit for purpose, our custom CRM software application will improve the management of customer information and sales opportunities.

Codeless Platforms CRM is a market proven custom CRM software solution that can be deployed ‘as-is’ or as a starting point to customise your own CRM application to your exact needs. Our drag and drop, point and click functionality will consume any pre-existing database you may have e.g. MS SQL Server, MS Access, MS Excel, MySQL, Oracle etc. and will provide you with a flexible, reconfigurable and customisable 100% fit CRM application.

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Custom CRM Software Overview

Common uses of Codeless Platforms CRM:

Customer relationship management improves relationships with customers and can drive company growth. Information held within customer management software extends across multiple departments and can influence how a business interacts with them. Common areas within a business that our customers use Codeless Platforms CRM include:

  • Sales e.g. tracking lead activity, managing sales pipeline and scheduling follow-up activities
  • Marketing e.g. Targeted marketing campaigns
  • Management e.g. Assigning leads and tasks, monitoring customer status and follow up activities
  • Accounting e.g. Customer placed on credit hold, creating and issuing invoices
  • Customer Services e.g. Support tickets, customer surveys

Codeless Platforms CRM modules include:

  • Accounts and Contact Management
  • Contacts and Consumer Portal
  • Activities and History Management
  • Quotes, Sales Orders and Invoicing
  • Attachments
  • Applications Platform for Microsoft Outlook Plugin
  • Microsoft Exchange Integration

Codeless CRM features include:

  • General Data Protection Regulation (GDPR) ready
  • Consume any pre-existing database e.g. MS SQL Server, MS Access, MS Excel, MySQL, Oracle etc.
  • Built in data validation e.g. customer information incomplete
  • Assign user roles and permissions in a secure environment
  • Define and customise workflow processes, statuses and actions e.g. Trigger notifications, approval authorisations
  • Easily build your own reports and dashboards
  • Automated data backups
  • Implement workflow and business logic
  • Easily integrate with other systems using the BPA Platform

What are the benefits of custom CRM software?

  • No more error prone spreadsheets as a database
  • Pay and use CRM modules that are unique to your business
  • Easily add new users
  • Ability to build a secure CRM system to exact business requirements
  • Flexibility to create additional applications for different departments
  • Access applications on Desktop, Tablet and mobile devices
  • Support future business expansion
  • Remove IT licensing problems
Download Brochure
Codeless CRM Brochure

Codeless CRM Brochure

Learn how Codeless CRM can be deployed 'as is' or as a starting point for a flexible, reconfigurable and customisable 100% fit CRM application.

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