Monday.com is a widely used work management platform with CRM functionality built on top, giving businesses visibility over leads, tasks and projects in one place. For teams who want that general flexibility, it’s a capable tool.
If you are looking for a system built specifically around managing customer relationships and the operations that sit alongside them, here is what a custom CRM from Studio44 can offer.
Purpose built around your business
Rather than a general tool adapted to cover CRM, we build a system designed specifically for how your business manages customer relationships and the work that follows from them. Your pipeline, your records and your workflows are built around your process from day one.
Handling more than a pipeline
Our systems almost always handle more than just the pipeline and move into being core operating platforms for our clients. As an example, we have built a system for an insurance business that manages quoting, invoicing and policy documentation together, all tied to the customer record. If your business needs quoting, document generation or invoicing built into the same system as your customer relationships, we build that in from the start rather than fitting it around a tool built for something broader.
Want this sorted for your business?
Tell us what is slowing your team down and we will tell you honestly whether bespoke or off the shelf is right.
Book a discovery callIntegrated with the tools you already use
We build integrations around your custom system so data moves between your accounting software, email marketing platform or other tools exactly how you need it to, rather than being limited to whatever a general platform happens to support.
So what should I do?
If you would like to explore what a system built specifically around your customer relationships and operations could look like, we would be delighted to talk through options with you.
Studio44 have been developing bespoke CRM systems for many years and have worked on a wide range of successful projects in that time. If you’d like to talk through what a custom CRM could look like for your business, get in touch, we’d love to help.