How To Develop A Custom CRM For Large Enterprises

crm software developer

Its hard to run a large enterprises without any customer relationship management system . In present market , numerous of CRM softwares are available in market tailored for different business sizes and industries . Then you must have a question arising in your mind that why to choose custom build CRM for your enterprise ?

These are lots of CRM mass vendors available in the market – the most famous being SalesForce which caters across 20 different configuration : Solutions for banks , hospital  , sales automation and more . Despite of its CRM functionality and flexibility to customise by a salesforce consultant , the enterprise where more than 20 user are working the cost will be $ 160- $ 320 per user/month , which is really a costly solution for any business organisation .

Why You Should Develop Your Own Custom CRM ?

The very first thing which comes in mind while choosing a CRM solution  is cost involved in developing the portal . Mass vendors ready to use CRM are expensive in nature and may contain excessive features that may not be viable for your organisation .

But while talking about the custom CRM development , the cost of developing this is also not cheap , but you will only pay for what functionality is required by you . Secondly employees will not have to spend additional hours in understanding the flow of the CRM as it is built as per the existing work flow of the organisation made custom for you .

For instance , while developing an CRM software for POS ( Point Of Sale) industry , we will be focusing on colours , icons and customer’s specifics approach for easy of usability for vendors and they can easily get familiar with the things as required by them

What Things Need To Be Considered While Developing CRM System ?

1) Ease Of Convenience

Time is money and should be invested with utmost care . Its better to save the time of the employees without wasting for searching things like common information or documents that should always be handy , and as per the requirement of the organisation , and at the same time can be able to generate reports and communicate directly with customer .

” Perfect CRM is one which is accessible from anywhere , from any device and provide meaningful reporting capabilities ”

2) Level Of Complexity

The more you add on the features in CRM , the more complex it will be as it will be requiring a set of technologies for CRM development .  We have developed a CRM for construction company using symphony2 framework because of its reliability and easy to use feature . Together with this framework we have used RESTful API and Ember.js . The project was built on a single page application thus allowing richer user experience .

3) Flexibility In Usage

When it comes to flexibility , it means your CRM should be capable enough to grow with your company , instead of choosing a new solution . Also it should be flexible enough of changing a setting of CRM system under particular process .

4) Compatibility In CRM

In addition to the other features in CRM , its compatibility with third party resources must be present . For instance the integration of CRM with messaging services , telephony , ERP and all .

5) How Reliable Is CRM

The CRM stores the most important data in the organisation , and it should be secured with utmost care , thus protection data from any third party security breach by applying appropriate measures .

Why It Is Necessary To Develop A Mobile Application For CRM ?

A web version of the CRM might be enough for organisation and internal management of employees , but when it comes to customer interaction mobile app must be available for interaction with them . Moreover mobile app is also necessary to communicate with sales employees of the organisation who are mostly in field to grab to give them new leads information , meeting schedules information and also to track the location of employees .
We would always prefer building of native mobile app for CRM solution for higher performance .

Defining MVP For CRM

We divide the CRM system application into two area’s :

1) Interaction With Customers

While taking about the CRM , it must have the following necessary feature in order to automate customer relationship :
  • Integrating it with telephony and message  and email service
  • Database of customer with filter to search as required
  • Tracking of customer
  • Generating of reports of customer
  • Calendar with build in notification for entering information on future meeting and updating the sales person accordingly .

2) Interaction With Internal Employees

CRM is all about allowing the task , defining the work load and ability to control all things by the Higher authority of the organisation . On the basis of these point the CRM system should have the minimum set of functions as follows :
  • Different level of access for different employees
  • Calendar with build in notification for assigned task .
  • Project assignment and monitoring .
  • Attachment of files and documents to particular task .
  • Communication with employees for particular task .
  • Getting task status update and its priority
  • Generation of workload reports .
Depending on the size of business you may be in need of different set of features in addition to the features listed above . The main motive is to create a CRM system than can automate the task of the organisation and help your organisation to reach to next level .
Winklix have dedicated team to develop custom CRM solution for your business as well as integration and customisation of SalesForce CRM . So in case you are looking for web based CRM development solution , or mobile app for the same you can right away contact us .

Hint To Choose The Best Real State CRM Software

real state crm software development

Apart from all the hurdles and affairs we face in an business organisation , the one which we can not neglect is customers ,  who keeps your company afloat . They may be feeling thankful when it comes to managing a customer with effective IT solution by way of CRM solutions which helps you maintain stronger relationship .

Business which are involved in real state business is mandatory in need of CRM solutions which can help them in maintaining a long term customer relationship which is necessary in this field along with storing customer records which need to be maintained accurately .

Now lets look at the criteria of selecting CRM software :

What’s The Real Aim Of Real Estate CRM System

Before coming to any decision and choosing the best CRM , let’s look at the features which is actually required in the real state CRM .

You should keep the following points in mind :

  • Is your business is about sales or rental ?
  • Is your CRM is going to manage low income or luxury ?
  • Does it contain the efficient sales management .

The first and primary aim of any CRM to manage the sales lead efficiently , regardless of the resources it came from , for instance email marketing , online advertising and so on . The platform should be digestive enough to ingest all the data and then filter the data as per the needs.

When talking about the CRM , we must primary focus on the following functionality :

  • An automated import of data leads .
  • An opportunity for the manager to track salesperson who have converted the most number of leads into deals .
  • The effective management of hierarchy of management .
  • The hierarchy of access depending on role of team .

Now lets look at the tips to choose the real state CRM software :

1) Don’t Let CRM Services Trick You

There are plenty of CRM solutions available in the market which is comes to real state activities . But the fact is every real state business have specific scenarios which are being followed and need also be present in the CRM they will choose .Apart from choosing the general purpose CRM having the general capabilities , every business organisation needs custom customisation and integration needs as per the demand of the organisation , thus thereby extending the capabilities of your CRM

2) Let CRM Store Your Data

When it comes to renting a property or selling out the property in real estate business , it required a series of documentation and processing . Depending on the type of business , you will have to face with different necessity to attach information about your customers .

For instance renting a luxury property required tax information , income proof and so on which may not be the same while renting a common property . Thus keeping in mind you should choose the CRM that must be able to :

  • Various formats of files .
  • Importing of document into the system .
  • Give high security of data .

3) Multiple Platform CRM Accessibility

It does not matter whether you are in a business of renting or selling , you should never underestimate the convenience of mobility . Most of the staffs in real state business are on the go , and hence the solution that can work along with their on the go can suits you best . The best example is sales staff in any organisation , which may need to update or find information of the records in CRM via their mobile phones .

This necessarily means you must have a desktop software along with the web version and mobile solution when choosing the CRM software solution . For that purpose code has to be responsive and capable of performing across all platforms .

4) Customer Interaction Is Needed

It is not over once your sales guy has closed the deal with the customer , rather it is just the beginning of customer with your organisation to experience all your services . Once you have signed the lease agreement with the customer , the next part is letting them know the operation related to property management and other stuff .

Whatever software solution you are using it to satisfy the maintenance request of renters should be well integrated with your CRM m in such a way that your staff gets all the information right from dealing to checking their past records , renewing their lease and so on .

Your CRM must also have a integrated with system of accounting in order to get automatic renewal reminder and will also be proven beneficial in case of delayed payment or damage of property .

So mapping a CRM solutions from different angles together with its integration with third part services to access the benefit of the same can help you find the best CRM solution

If you need to know the more detailed functionality of CRM or want to build a custom solution right from the scratch , we can help you out .

Winklix is leading CRM software development company who can help you ease on your real state business .

Points To CheckList For Evaluating CRM Software Reliability

crm software developer

Customer Relationship Management ( CRM ) software have become the must must software for any business organisation . The sales and marketing department totally relies on these kind of softwares for their success and achieving targets . Gone are those days when there were only computer based installed system which can be afforded by large enterprises . Now cloud based CRM software solution has come into effect which is really easy to use and can be accessed from anywhere with a web browser . The main benefit of using cloud based CRM solutions being is even be it a small organisation or a large organisation anyone can afford this .

Now the question arises being is that inspite of having numerous of CRM software solution , how can you select the right one for your business which can be proven reliable and effective solution for your organisation .

Let’s look at the quick checklist in order to evaluate potential CRM software solution :

Integration :

This is all about how well your CRM software is connected with mobile , social and email ? Mobile integration is must must approach in 2018 , and you may be missing out the major benefits of CRM in case you are not accessing your CRM from phone or tablets .
A good CRM software solution will facilitate you to send SMS together with social media integration. Your CRM should be able to integrate your email in CRM in order to track your leads and converting them into customers . It also facilitates to sync calendars and send reminders and schedule appointments .

Accessibility :

According to reports , in 2007 only 12 percent of the business are using cloud based CRM software solution  , but according to latest reports 87 % of the business are now using cloud based CRM software solution . The main reason behind this is increase use of smartphones and tablets leading to increasing amount of business .

Data Quality :

Data quality is one of the major concern and act as a important factor in judging software reliability . The data is the heart of every organisation and determined the effectiveness of communication with customers .
The CRM which gives you quick data access and timely customer updates to customer is known to be the best system for customer updates .


Powerful reporting will ensure you that you are moving ahead accurately and getting trustworthy and timely data .
Reporting also allows you to export data in preferred format , including proper filtering and graphing.Reporting also allows you to successively track the sales report and vast array of different metrics that matters to you to make data driven discussion .


The security is one of the major concern for any organisation . Information including customer data , payments , files , purchase history must be confidential , and only accessible by authorised user .
Cloud based CRM has improved the security concern. Online repository system takes care of all the data driven things .

Service And Support

Finally a CRM system will be proven good only if it is backed up by service and support system by vendor  . Your CRM Software Development Company must provide you with real time staff support which should include data migration , staff training , regular check in and more .