What is a Tailored CRM?

A Tailored CRM (Customer Relationship Management) system is a solution developed specifically for your company, designed to manage and improve all interactions with your customers throughout their entire lifecycle. Unlike generic CRMs that offer standard functionalities, a tailored CRM is built thinking only about how your company relates to its customers, what information you need to capture, and how you want to use it.

When you choose a tailored CRM, you get a system that reflects exactly how you work with your customers. You don't need to adapt your sales, marketing, or customer service processes to the limitations of a standard CRM; the CRM adapts to you. This gives you complete control over how you manage leads, opportunities, contacts, interaction histories, and everything related to the customer experience.

How do we know if we need it?

A tailored CRM is ideal for your company if you find yourself in any of these situations:

  • Existing CRM solutions don't align with your specific sales or customer service processes
  • You need unique functionalities that don't exist in standard commercial CRMs
  • You have complex or industry-specific customer tracking processes
  • You require perfect integration with other systems you already use (ERP, marketing, e-commerce, etc.)
  • You need specific reports and analytics on your customers' behavior and preferences
  • You want to automate sales and marketing workflows in a way specific to your business
  • You're looking for a solution that captures exactly the information you need about your customers
  • You need to comply with specific privacy or customer data management regulations

If any of these situations describe your company, a tailored CRM may be the solution that completely transforms how you manage and improve your customer relationships.

What are the steps in the process?

Our tailored CRM development process is designed to ensure you get exactly what you need:

  1. Customer Process Analysis: We deeply analyze how your company interacts with customers, from first contact through sale and post-sale support. We understand your sales, marketing, and customer service flows.
  2. Data Structure Design: We define what information you need to capture about your customers, leads, and opportunities. We design the perfect data structure for your business.
  3. Functionality Planning: We identify all necessary functionalities: lead management, sales pipeline, marketing automation, support tickets, reports, etc.
  4. Module-Based Development: We build the CRM in functional modules (sales, marketing, customer service, reports), allowing you to see and test each part before full integration.
  5. Workflow Automation: We configure specific automations for your processes: lead follow-up, notifications, reminders, and customized workflows.
  6. Integration with Existing Systems: We integrate the CRM with your current systems (email, phone, e-commerce, ERP, etc.) so all information is connected.
  7. Data Migration: We migrate your existing contacts, customers, and histories to the new CRM safely and organized.
  8. Implementation and Training: We implement the system and train your sales, marketing, and customer service teams so they can take full advantage of the new CRM.
  9. Continuous Support and Evolution: We provide continuous support and work with you to evolve the CRM as your needs change and you grow.

Some benefits

A tailored CRM offers transformative advantages that directly impact your sales and customer satisfaction:

  • Centralized Customer Management: All your customer information is in one place, accessible to your entire team when they need it.
  • Improved Sales: Your sales team has complete visibility of the pipeline, can effectively track opportunities, and close more deals.
  • More Effective Marketing: Segment customers, personalize campaigns, and automate marketing actions based on specific behaviors.
  • Better Customer Service: Immediate access to the complete history of each customer, allowing faster and more personalized responses.
  • Valuable Insights: Specific reports and analytics show you behavior patterns, sales trends, and improvement opportunities.
  • Intelligent Automation: Automate repetitive tasks like lead follow-up, reminders, and notifications, freeing time for strategic activities.
  • Scalability: The CRM grows with you, adapting to new channels, products, or strategies without limitations.
  • Measurable ROI: Every functionality directly contributes to increasing sales, improving customer retention, and optimizing acquisition costs.

There are many options to get started

We understand that every company has different needs. That's why we offer multiple ways to start your CRM project:

  • Free Consultation and Analysis: Start with a no-cost consultation where we analyze your customer processes and give you specific recommendations about what functionalities you need.
  • Priority Module Development: Start with the most critical module (for example, sales management) and gradually expand to marketing and customer service.
  • Existing CRM Improvement: If you already have a CRM that doesn't work well, we can improve, modernize, or replace it with a tailored solution.
  • Integration with Current Systems: We can develop a CRM that integrates perfectly with the systems you already use, without needing to change everything.
  • Complete Project: For companies that want to completely transform their customer management, we develop the complete CRM from the start.
  • Flexible Payment Models: We offer different payment options that adapt to your cash flow, including phased payments as modules are completed.

No matter the size of your company or where you are in your growth, we have an option that fits you. What matters is starting the path towards better customer relationship management.

First Step

You're one step away from transforming how you manage your customer relationships. Contact us today for a free consultation where we'll analyze your customer processes, identify what CRM functionalities you need, and present you with a clear plan of how we can create a system that improves your sales, marketing, and customer service.

There's no commitment, just an honest conversation about how a tailored CRM can help you build stronger relationships with your customers, increase your sales, and grow your business. Our team is ready to design a CRM solution that perfectly aligns with your business goals.