85 / 100

Quick Summary: Discover the key steps to create a custom CRM software. Learn about mandatory features, emphasizing security, personalisation, and scalability.

Do you want to create a custom CRM software? If yes, you are at the right place. This blog will explore the dynamics of CRM system development.

Customer relationship management (CRM) software is a must-have system for every type of business. It captures the transaction details and stores the result of the interaction, increasing its demand in the market. With this demand, the market for customer relationship management was estimated to be worth USD 71.06 billion in 2023.

It is expected to grow at a compound annual growth rate (CAGR) of 12.0% from 2023 to 2030 when it is expected to reach USD 157.53 billion. This data demonstrates how beneficial it is for businesses to invest in CRM software development.

If you are one of them looking to create a custom CRM software, read this blog. It will outline critical steps towards the completion and estimate the cost of efforts you need to put in.


What is A Custom CRM Software?

Custom CRM software is a technology used by businesses to build effective relationships with their customers, distribution partners, and distribution partners.

The system collects critical customer information such as purchase history, preference, contact details, communication history, and processes to help businesses understand and identify customers’ requirements.

If a business collaborates with a few partners and does not actively look out for new ones, then forget about the CRM system. However, every lead is on the account if businesses constantly look for new sales channels and launch advertising campaigns.

Hence, you must create a custom CRM software to save a budget while collecting customer data. Here, you can get help from the CRM development company, as its experience and expertise will enable you to attain your business goals of CRM development.


Market Stats of Custom CRM Software

  • The Customer Relationship Management Software market is forecast to generate US$88.19 billion in revenue in 2024.
  • With an anticipated 10.59% annual growth rate (CAGR 2024-2028) leading to a market volume of US$131.90 billion by 2028.
  • Forecasts indicate that between 2024 and 2028, the revenue in the US software market’s ‘Customer Relationship Management Software’ segment is expected to grow at a steady rate of 19.6 billion U.S. dollars (+43.82 percent).


Market Stats of Custom CRM Software

Source: Statista


  • By 2025, the customer relationship management (CRM) software market is expected to reach a valuation of 57 billion US dollars worldwide.
  • The estimated growth from 2021 is about four billion dollars, with a compound annual growth rate (CAGR) of 2.1 percent.

Top 5 Custom CRM Software

Finding the best CRM software for a business can be overwhelming because of its many choices and features. If you are looking to simplify your business operation in a way that makes the most sense for your business, consider a solution that allows for personalized configuration.

For this, you can create a custom CRM software by studying the following CRM software and understanding what makes them different and successful.

  • HubSpot CRM
  • Zoho CRM
  • Salesforce
  • monday.com-work Management
  • Pipedrive

1. HubSpot CRM

HubSpot offers intuitive tools to manage contacts, tasks, and deals, with features like email tracking and automation. It’s a scalable and user-friendly CRM, ideal for SME businesses looking to streamline their sales process.


2. Zoho CRM

It’s a free sales CRM tool that helps businesses retain, manage, and organize data to maximize review and sales. It offers business exceptional flexibility that makes it an excellent entry-level option. It helps businesses to engage with customers, convert mead, and grow their revenue by closing more deals.


3. Salesforce

Salesforce CRM is a robust platform that designed centralized customer data, improved team collaboration, and automated sales processes. Its customization option makes it suitable for businesses looking for advanced sales management capabilities for each size.


4. monday.com-work Management

It’s a customized platform that can be tailored to a business’s unique CRM requirements, even if it is not only a CRM. monday.com is cloud-based and highly configurable CRM software that is well-known for its organizational and project management abilities.

5. Pipedrive

It’s renowned for its user-friendly interface and ease of usage. This CRM provides great customization via custom fields, workflow, and pipelines. Pipedirv assists small business teams in organizing sales data into a single CRM sales platform.


Custom CRM Software


7 Key Steps to Build A Custom CRM Software

Now that you know what to implement and why to implement it. Now, it’s time to answer how to do it. Different businesses can have different approaches to CR development. If you are also wondering how to develop CRM software, look at the following steps:

  • Conduct Market Research
  • Choose Technology Stack
  • Design UI/UX
  • Development of App
  • Testing and Quality Assurance
  • Launch and Monitor
  • Update and Maintenance

Steps to Build A Custom CRM Software

1. Conduct Market Research

First, conduct thorough market research to understand who your target customers and competitors are and what industry trends are. This research will enable you to identify the pain points that your CRM will address.

You can engage with the targeted audience through interviews, surveys, and focus groups to collect insights into their requirements. The research will help you understand your CRM software’s feature set, functionality, and design.


2. Choose Technology Stack

Technology is the key to your app’s success. Here, you must research and choose a programming language, database, and framework that aligns with your app’s complexities.

You can get help from a custom software development company that can efficiently choose the right technology stack for backend and frontend development. Moreover, integration with third-party tools and APIs should be considered to enhance your CRM software’s functionality.


3. Design UI/UX

Create a custom CRM software that is user-friendly and intuitive. Here, you need to invest in creating a user interface which is visually appealing and easy to use. Moreover, it ensures a smooth workflow and logical placement of features to offer a seamless user experience.

As it’s a complex technical stage, you are advised to hire dedicated developers who know how to create wireframes and prototypes that align with the user’s needs and preferences.


4. Development of App

It’s time to start your CRM software development process based on chosen technologies and design. At this phase, you need to develop the core functionalities, data structure, and integration with other business tools you might use.

To create a custom CRM software, prioritize functionalities and features based on their significance. Moreover, regular communication and collaboration between designers and developers are critical to ensure alignment with the project’s goals.


5. Testing and Quality Assurance

It’s one of the most critical stages of CRM software development, where a multi-layered testing approach is conducted to identify and fix bugs before the launch.

A custom CRM software development company will help to effectively conduct unit testing, integration testing, and user acceptance testing, where real users interact with the software and provide valuable feedback. Make sure that identified issues are addressed effectively to maintain the reliability and quality of your custom CRM application.


6. Launch and Monitor

After completing the testing process, make the necessary adjustments to launch your software successfully. You must deploy your CRM system to your servers or select a cloud-based hosting solution.

Furthermore, it’s critical to monitor your software’s performance and user feedback post-launch so that issues can be identified and continuous improvement can be adjusted. Regular updates or maintenance are essential to keep your CRM system stable, secure, and aligned with users’ and businesses’ changing requirements.


7. Update and Maintenance

You must update your CRM software regularly to incorporate new features, address security measures, and improve performance. By collecting user feedback, you can identify the areas for improvement.

It would help if you asked the CRM development services provider to update the software based on business needs and user feedback. You are advised to adopt an agile approach, focusing on exciting activities, meeting users’ needs and requirements, and maintaining flexibility in a team.


10 Must-have Features of Custom CRM Software

Now that you are familiar with creating custom CRM software ensure your CRM software includes some exceptional features to make it stand out. However, it’s quite challenging to identify what features you should integrate.

Hence, you can get assistance from a CMS software development company. With years of experience, software development companies can guide you through the must-have features for your custom CRM software.

  • Contact Information Management
  • Sales Pipeline Management
  • Mobile Access
  • Integration Capabilities
  • Personalization
  • Customization Options
  • Chatbots
  • Employee Management
  • Security
  • Scalability


Features of Custom CRM Software

1. Contact Information Management

Ensure that your CRM software includes the customer’s name, email, phone number, locations, and activity history, and store all the information in one place.


2. Sales Pipeline Management

To identify bottlenecks and close more transactions, make sure your CRM software monitors the progress of your deals through the various stages of your sales funnel.


3. Mobile Access

Create a custom CRM software accessible from anywhere or any device, allowing businesses to stay productive on the go.


4. Integration Capabilities

Integrate your custom CRM software with other business tools that you use, such as accounting software and email marketing platforms, to create a central hub for customer data.


5. Personalization

With this feature, your custom CRM system can tailor the user experience on the basis of their behavior and preferences.


6. Customization Options

Build custom CRM software for your business that allows you to customize fields, dashboards, and reports to match your particular business needs.


7. Chatbots

A chatbot module in your custom CRM system helps to improve customer services, increase efficiency, and collect valuable data on customer interaction.


8. Employee Engagement

This feature allows the CRM software to automate routine activities with a calendar, employee record, task tracking, and company corporate rules.


9. Security

Take assistance from a SaaS development service provider to ensure that you implement a robust security feature in your CRM software that protects your sensitive customer information or data.


10.  Scalability

Create a custom CRM software that can grow with your businesses. The system must be able to accommodate increasing numbers of users and data.


Hire Dedicated Software Developers - CTA


How is CRM Different From ERP?

Enterprise resource planning (ERP) and customer relationship management (CRM) are two options for businesses that want to simplify and improve their operational process.

Both enterprise software solutions connect data across multiple departments and automate manual and time-consuming tasks. While both have similar functionalities and benefits, they are not interchangeable. They serve distinct purposes. Look at the following CRM vs ERP table:




ERP helps business to manage their operation process

CRM automate the customer communication with the businesses

It’s a web-based application

It’s a web-based solution

It support the back office activities

It support the front-office activities

This centralized system streamline all the processes

This single platform turns a customer into a potential client

Examples- Scoro, NetSuite ERP, AcTouch, etc.

Example- Zoho CRM, HubSpot crm, Salesforce CRM, etc.

How Much Does It Cost To Build Custom CRM Software?

Apart from finding out how to create a custom CRM software, you are curious about the cost of CRM software development. The cost mainly depends on the number of features you are integrating and their complexity. On average, the cost to develop a custom CRM software ranges from $8500 to $25000 based on the app’s complexities, as shown in the table below:


Based On Complexity

Estimated Cost

Simple App with Mandatory features

$8500 – $15000

Moderately to Complex CRM Software

$15000 – $19000

High-end (highly) Complex CRM Software



As shown in the above table, everything depends on the CRM complexity and your requirement. Hence, to figure out the exact cost to build a CRM software, it’s better to consult with the CRM software development company. The software development company will guide you how different project’s requirements can impact the overall cost.


How Much Does It Cost To Maintain Custom CRM Software?

Beyond the development cost, there are other expenses, such as fixing bugs and glitches, project management, and quality assurance. These expenses are known as the app’s maintenance cost. The software maintenance cost generally accounts for nearly 15 to 20% of the overall CRM system development cost.

Furthermore, the cost of CRM software maintenance depends on factors such as the developer’s experience, the project requirements, and the software’s complexities. For instance, a simple software maintenance cost could be $1000 to $3000, whereas complex software maintenance costs might go up to $5000 annually.


How Can Dev Technosys Help You to Build a Custom CRM Software?

Custom CRM software is revolutionizing business by offering effective ways to manage customer relationships. With personalized features and integration, it enhances customer experience, streamlines processes, and drives growth in diverse industries. As a result, it’s a good opportunity for businesses to stay ahead in the competitive market by investing in custom CRM software.

If you also want to create a custom CRM software, hire a CRM software solutions provider. Dev Technosys is a CRM software development company that showcases its expertise in developing complex custom CRM systems to automate business flows. We at Dev Technosys provide full-cycle custom CRM development services and deliver the desired outcome.

So, what are you waiting for? Share your project requirements. We will be happy to discuss your requirements and answer your questions.


Frequently Asked Questions


1. How Much Does it Cost To Build CRM Like HubSpot?

Typically, it costs $8500 to $20,000 or more to build CRM like HubSpot. However, it can be changed depending on the project’s complexity and features.

2. How Long Does It Take To Create A Custom CRM Software?

On average, it takes from 3 to 9 months to create a custom CRM software, depending on the project’s scope.

3. How Do You Ensure The Security Of Custom CRM Software?

You can ensure security in your CRM software, by implementing data encryption, regular security audit, secure authentication mechanism, and so on.

4. Why Should Business Make A Custom CRM Software?

Businesses must create a custom CRM software due to following reason:

  • Automate daily task
  • Create workflow
  • Center business growth  around customers
  • Align sales, marketing, and services teams
  • Simplify customer interactions.