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Centralize customer data, identify sales opportunities and manage relationships with a cloud CRM today. CRM development with Caspio doesn’t require coding knowledge. Caspio’s no-code platform empowers you to build a custom CRM that supports the way you work and do business — while giving you robust integration and extensibility options.
Accelerate custom CRM development with Caspio’s no-code platform. Capture new contacts, automate customer workflows, generate interactive pipelines and more using point-and-click and drag-and-drop tools.
Quickly build from scratch or import contacts lists and databases into a secure online CRM database. Caspio allows unlimited users and provides different levels of access permissions for multiple roles and teams.
Empower your distributed workforce with real-time customer data that’s accessible from any device. Publish your custom CRM app and database on any website, intranet, portal, CMS or even a Caspio-hosted URL.
Most ready-made CRM software suites come bloated with hundreds of features but may not address that one unique business challenge you face.
Analyst firm Market Research Future predicts that the global CRM software market will be worth at least $35 billion by 2023, growing at a compound annual growth rate of 6%. However, CRMs have poor adoption rates. Research group CSO Insights estimates that only 47% of companies have an adoption rate of over 90%.
There are two major problems with out-of-the-box solutions from software vendors: difficulty of implementation and inflated costs. Enterprise CRM systems may contain all the bells and whistles, but these rarely address the requirements of businesses with unique workflows and custom tables.
Instead of exhausting resources and force-fitting your business into a complicated and cumbersome CRM software, why not create a purpose-built CRM at a fraction of the cost? Here are the top four reasons to build your own custom CRM.
Focus on nurturing contacts instead of adjusting to bloated, off-the-shelf software. With custom CRM development, you get exactly what you want without the unnecessary bells and whistles. Because the CRM app is designed based on your team's existing workflow, training takes significantly less time.
Caspio allows you to connect to over 1,500 business tools, including Microsoft Office 365, MailChimp, ConstantContact and WebMerge, through web automation service Zapier. Integration enables other departments to keep the software and processes they currently use while benefitting from the new custom CRM.
Most CRM “solutions” are priced per user, an enterprise-era concept that many software companies still cling to today. Caspio’s game-changing pricing model allows businesses to have unlimited app builders and users at no extra cost. Plus, the cost of adding new solutions on top of existing apps is also reasonable.
A custom CRM is a valuable asset that sits at the core of many procedures in an organization. With Caspio, all departments are empowered to create apps on top of a centralized online database. Ensure customer data remains secure, accurate and consistent — eliminating silos while improving collaboration.
Build your own CRM using visual development. No installation is required. Simply upload your existing data to our online database and begin digitally transforming your processes and workflows in a secure and centralized cloud environment.
Bring in user and customer data stored in spreadsheets and Access CRM databases with point-and-click wizards.
Drag and drop the building blocks of your processes and watch them come to life with Tasks and Triggered Actions.
Create unique web interfaces with Caspio’s visual app builder. You can also extend your CRM with low-code.
Instead of overspending on bloated enterprise CRM software, start with a light but powerful CRM app. Gain the following competitive advantages when you build features and functionalities with Caspio’s customizable CRM platform.
Track every customer, monitor every lead and create custom CRM solutions without being charged per user or builder.
Dynamically scale your customer database to your growing business. Caspio is specially designed to handle usage spikes.
Experience optimal response times even with millions of customer records stored in your custom CRM database.
Build feature-rich custom CRM apps with your unique brand using intuitive point-and-click and drag-and-drop tools.
Easily publish your custom CRM on any website, intranet, portal or CMS — similar to how you embed YouTube videos.
Select from thousands of third-party services, plugins and apps, including Google Sheets, Salesforce and more.
Leverage enterprise-grade compliance programs to fully protect your customer data and userbase in the cloud.
No need to be an expert in any programming language to add automations and workflows. Just point, click and publish!
With Caspio, the range of CRM applications you can build is limited only by your imagination. Here are some popular components you can include in your fully-featured custom CRM app:
Build CRM dashboards for managers and sales representatives to gain customer and performance insights from a single page. Track customer acquisition cost, length of sales cycle, top sales reps per region and other data points you want to monitor.
Dynamic Sales Funnels
Turn leads into deals by generating your own interactive sales funnel based on your online CRM database. Visually track the customer journey from top, middle and bottom of the funnel while optimizing your business processes accordingly.
Enable your customers to contact your business and engage with your brand online. Allow authorized users to register and update client information, add and assign leads to sales reps, and so much more.
Organize your contacts in a professional report complete with details containing customer profiles, notes, call logs, messaging histories, deal amounts and more. You can even apply Caspio’s record level security to grant access only to the assigned sales rep.
Monitor team metrics while allowing individual reps to view and maintain elements of their respective profiles. Design centralized interfaces, including reports to highlight top performers for different categories, directories of sales reps across the entire organization and more.
Upload your own fillable PDF templates and instantly generate quotations, deal contracts and other legally binding agreements for your customers. Caspio allows you to automatically fill documents based on real-time database fields to create better user experiences.
Want to start a custom CRM development project without having to write a single line of code? Watch our 5-part video tutorial on how to build your own CRM using the Caspio platform.
In this tutorial, you’ll learn how to:
Build a Customer Database: Gain a solid foundation on building applications. Caspio’s guided development interface keeps you on track when creating a custom CRM database, adding unique fields, assigning data types and more.
Manage User Access and Permissions: Caspio provides a powerful and flexible authentication system that enables you to password-protect your data. Set up role-based access for every application, down to every record.
Generate Interactive Web-Based Reports: Caspio’s point-and-click wizards will guide you through the process of creating secure and searchable reports for both administrators and regular users.
Design Dashboards for Tracking and Insights: Create business intelligence dashboards by combining relevant charts and reports on one page. View your sales pipeline on every stage in real-time along with other dynamic interfaces.
Create Forms for Data Submissions and Edits: With Caspio, learn how to create web forms for inserting new data or updating existing information. Input leads, add new employees and more on a self-service custom CRM system.
Deploy Your Custom CRM Software: Embed your Caspio-powered apps on any intranet or website, giving authorized users real-time access to your custom CRM system from any computer or device, anywhere in the world.
For over 20 years, Caspio has been perfecting how businesses capture, share and manage customer data securely. Find out why our customers love working with us and why we have 5-star ratings on Gartner and Capterra.
Your CRM software serves as your operating system for managing relationships with customers seamlessly. It logs every interaction with the customer and uses that data to monitor pipelines, automate tasks, generate reports and display real-time metrics, among other essential functions.
With the goal of managing and maintaining great relationships with customers and potential clients, your CRM software serves as the operating system that makes the entire process seamless. It logs every interaction with the customer and uses that data to monitor pipelines, automate tasks, generate reports and display real-time metrics, among other essential functions.
An effective CRM platform increases your knowledge of customers and their preferences, making it easier to customize every interaction for optimum results. Tailored interactions translate to happier clients and higher success rates. CRM applications also help organizations centralize and streamline communication, improve project efficiency and reduce errors.
CRMs differ based on their intended use with a specific team. The Sales department uses a CRM to track and forecast revenue, while Marketing utilizes it to manage campaigns and nurture prospects. A Support CRM features public interfaces like a help desk or knowledge base and an internal database of customer contacts.
Yes! With the Caspio no-code development platform, you can create a custom CRM suited to your unique workflows. You can do it without writing a single line of code. Our visual CRM application builder provides a point-and-click interface designed for business users with no programming background. You also get an integrated online CRM database and enterprise-grade cloud infrastructure. To get started, all you need to do is sign up for a free trial.
Bloated and costly off-the-shelf CRM software can take months to roll out. In many cases, you even have to tweak your proprietary processes to adjust to the software. By designing and building your own CRM system, you get the features and functionalities that match your exact needs. You can make the system adapt to your unique workflows, not the other way around.
Custom CRM development can be intimidating, especially if you use traditional software development, which requires programming expertise and costly IT infrastructure. However, it becomes more achievable for business users with the right tools. Caspio’s leading no-code CRM development platform uses a visual app builder that empowers you to create an app by clicking instead of coding.
After signing up for a free Caspio trial, you can either import existing customer data from legacy systems like Excel or start a new online database from scratch. Your next step is to build secure web interfaces like forms, charts and reports on top of your data. Once you’re done creating all the features of your CRM app, deploy them on any website, intranet, portal or CMS by embedding our auto-generated deploy codes, similar to embedding a YouTube video. Watch our ultimate guide on how to create a custom CRM to learn more.
The cost of building a custom CRM platform depends on how specific or comprehensive its purpose is. With traditional software development, each module can cost around $30,000 to $50,000. Getting them all in one system could easily push your spending upwards of six figures. Caspio, on the other hand, offers an affordable subscription model that allows unlimited app builders and scales according to your needs. Check out our pricing page for more details.
Build Your Own CRM With Caspio
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