While this has resulted in plenty of up-and-coming CRM options, not every one of these will be the right choice for your business.
Quite a conundrum, isn’t it?
An easy way out is to opt for a customizable CRM!
Various attributes of such a tool can be adjusted to match the specific needs of your organization, so you can make effective utilization of the software.
Misalignment between your needs and your tech stack can hamper productivity and put your profitability at risk. This is why we have put together this comprehensive comparison guide of the 8 best custom CRM software available on the market to help you make the right decision.
In a Nutshell
- Customizable CRM options offer a wide variety of customization options that help you adapt the tool according to the unique needs of your business.
- Such tools can contribute to enhanced customer relationships as well as employee satisfaction.
- Since every business has its own expectations and requirements from its tech stack, it is better to go for a tool that is easy to customize.
- Some of the best customizable CRM options that can work well for your business are compared below.
- Find the features, pricing, pros, and cons of these customized CRM solutions to make an informed decision.
What Is a Customizable CRM?
The term customizable CRM includes customer relationship management applications that can be easily adapted according to individual needs. Various modules and features of such applications can be modified to align with the user requirements. These include-
- Pipeline stages
- Data fields
- Access roles & visibility permissions
- Automated workflows
- Reports & dashboards
- Integrations with other business applications
And much more.
Customizable CRM software will work according to your needs and not the other way around. Such a tool will suit the unique processes of your organization, so you can make the most out of its deployment.
Comparison Chart of the 8 Best Customizable CRM
|Custom Fields||Customizable Templates||Automated workflows||Pricing||Free Trial|
|BIGContacts||✓||✓||✓||Starts from $5/user/month||15 days|
|Zoho CRM||✓||✓||✓||Starts from $15/user/month||15 days|
|Apptivo||✓||✓||✓||Starts from $8/user/month||30 days|
|Nutshell||✓||✓||✓||Starts from $16/user/month||14 days|
|Bitrix24||✓||✓||✓||Starts from $46/month||30 days|
|Close||✓||✓||✓||Starts from $25/user/month||14 days|
|Pipedrive||✓||✓||✓||Starts from $9.90/user/month||14 days|
|Zendesk Sell||✓||✓||✓||Starts from $19/user/month||14 days|
8 Best Customizable CRM Software
Let’s take a look at the 8 most customizable CRM options and the functionality they offer.
For businesses that need a flexible and intuitive CRM tool, BIGContacts is a second-to-none solution. This easy-to-use CRM is an effective choice for small to medium businesses and startups with dynamic needs. The tool offers features such as contact management, pipeline tracking, task & workflow automation, business analytics, etc., which add up to exceptionally cohesive customer experiences.
- Customize the stages of the sales pipeline to track leads efficiently
- Modify user roles and permissions based on your organizational hierarchy
- Set up automated workflows with custom triggers, recurring tasks, alerts, etc.
- Maintain detailed contact records with custom fields to store the most relevant information
- Choose from pre-built reports or create custom reports using advanced filtering options
- Work from any device using the mobile version of BIGContacts
- Delightful customer support and extensive training resources are available
- Lacks AI-based lead scoring and routing
- Loading speed can drop at times
- Big- $5/user/month
- Bigger- $15/user/month
- Biggest- $25/user/month
- Enterprise- Custom pricing
2. Zoho CRM
Zoho CRM ranks high on the customization scale. The tool offers custom layouts, fields, and views, so you can adapt them according to your organization’s specific needs. It lets you manage leads, automate workflows, and forecast sales. You can also use it to orchestrate personalized customer journeys that yield an increase in your business’s bottom line.
- Use advanced filters to create custom views according to your needs
- Create unique page layouts for multiple processes
- Customize data validation rules and business functions
- Craft automated marketing and sales workflows
- Build reporting dashboards that display the most relevant data
- Duplicate custom settings from one CRM account to another
- The tool offers an AI-powered assistant
- Customer support is not highly responsive
- Customizing email templates can be difficult
- Free plan available
- Plans start from $15/user/month
Apptivo is a powerful CRM with sales automation capabilities. You can customize various modules of this solution to align them with your business processes and objectives. Apptivo offers lead management, deal tracking, pipeline management, and performance reporting features. The CRM solution keeps your data centralized and easily accessible, contributing to stronger customer relationships.
- Customize views and layouts based on your requirements
- Create automated email sequences to enhance engagement
- Include custom fields in your contact records
- Track opportunities using a visual pipeline
- Build dashboards and forecast reports that suit the exact needs of your organization
- Make configurations to the system with a simple drag-and-drop interface
- Integrate the tool with a number of business applications, including G Suite and Office 365
- Set-up can be slow and challenging
- The interface can be difficult to navigate initially
- Starts from $8/user/month
Nutshell is a feature-packed CRM solution that brings sales, marketing, and support teams together. The platform is highly customizable, so you can easily adapt it according to the processes that you already have in place. Nutshell offers powerful contact management, pipeline tracking, and automation capabilities to strengthen your relationships with customers.
- Choose from different pipeline views such as list, map, chart, and board
- Create an automated sales workflow to enhance your organizational efficiency
- Customize marketing emails to make them more engaging and personalized
- Create custom webforms and embed them on your website to improve lead generation
- Generate and download reports that present the most relevant business metrics
- Create segmented lead lists to improve targeting
- Drag and drop deals to keep their status updated
- The interface of the mobile app needs improvement
- Requires more advanced deduplication features
- Starts from $16/user/month
Bitrix24 is a comprehensive and customizable CRM solution that lets you manage a multitude of business processes from a single place. Use it to create automated workflows, run marketing campaigns, and track communication history for contacts. Bitrix24 is also a reliable solution for real-time sales management, performance analysis, and project tracking.
- Define custom rules and triggers for business workflows
- Set up a unique sales pipeline that matches your existing sales cycle
- Segment contacts into lists and run targeted email campaigns
- Generate detailed reports to analyze the effectiveness of different business processes
- Use custom web forms to capture leads and add them to your CRM database automatically
- Manage deals using a simple drag-and-drop interface
- View essential business information remotely with the mobile application
- Customer support response times are high
- Scheduling automated notifications is challenging
- Free plan available
- Starts from $46/month
Close CRM is a powerful solution for increasing sales and enhancing business profitability. It offers a customizable pipeline view that lets you manage deals efficiently. You can also use it to craft custom email sequences that drive better engagement for your customers. Close also lets you create custom smart views by filtering data.
- Create automated call and email sequences and integrate them into your workflow
- Build sales pipelines to track available opportunities with ease
- Use custom fields for storing contact data
- Set up email templates and save them with your team for future reference
- Generate reports that track the most important business performance metrics
- Define custom user roles and permissions for team members
- Prioritize leads based on the most appropriate metrics
- The interface needs simpler navigation
- More detailed and specialized reports are required
- Starts from $25/user/month
If you need a CRM solution that lets you create and manage a number of sales pipelines, Pipedrive is a highly effective choice. The platform will allow you to grow your business by automating sales processes and administrative tasks. It also lets you visualize performance with reports, make accurate forecasts, and access important business data remotely.
- Include custom fields in pipelines and manage leads with a drag-and-drop interface
- Create custom reports to monitor important business functions
- Use advanced filters and grouping options to keep data well-organized
- Build segmented lead lists and personalize engagement accordingly
- Save time with customizable email templates
- Set up automated reminders for tasks and events
- Automatically populate contact records with data from online sources like LinkedIn
- Limited training and help resources are available
- Lacks advanced reporting capabilities
- Starts from $9.90/user/month
8. Zendesk Sell
Zendesk offers a sales CRM tool that is customizable to a great extent. Zendesk Sell can help you manage your pipeline efficiently, enabling you to increase your revenue growth. The application offers contact management, activity tracking, and forecasting capabilities. You can use Zendesk Sell to access relevant business data from anywhere and personalize experiences for customers.
- Build a custom sales pipeline for lead management
- Create custom sales reports to track relevant metrics
- Set up automated tasks and triggers to improve productivity
- Define custom objects and relationships
- Craft personalized dashboards with drag-and-drop widgets
- Integrate with your existing solutions or build apps using Zendesk frameworks
- Stay on top of business data from anywhere with the mobile app
- Custom views and settings cannot be duplicated for another user
- Customer support is ineffective
- Starts from $19/user/month
Keep Business Processes on Track With the Best Customizable CRM
Any business process can only be perfected if you have the right tools at your disposal, and CRM is no different.
With every business differing in needs, customization becomes a critical part of CRM selection. This list of the 8 best customizable CRM will allow you to find a tool that works effectively for your exact needs.
All of these CRM options can be easily redefined according to your needs, keeping your workflows efficient and your business profitability high. However, you must also ensure that you only opt for scalable tools like BIGContacts that can keep up with the dynamic needs of your organization. This will save you from the hassle of looking for a new solution every time your business makes some strides.