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Custom CRM development services

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Whether your team is just getting started or managing thousands of customer interactions every day, having the right CRM in place is critical. Many businesses end up switching CRM systems – not because they want to, but because the one they chose didn’t quite fit.

According to Gartner, nearly 50% of CRM users evaluate alternatives at renewal, even if they were initially satisfied. The main reasons?

  • Poor integration with existing systems
  • Discovery of better alternatives
  • Technical instability and bugs
  • Lack of real business value
  • User resistance and low adoption

At Bamboo Agile, we understand why CRM systems often fail, and we’re doing everything we can to make your case different.

CRM consulting

Together with our dedicated expert, we’ll analyze your current business processes, define the goals and objectives of the system, formulate requirements, select a suitable architecture, as well as estimate the cost, deadlines, and create a technical specification. You’ll gain a clear understanding of the product before moving into end-to-end development.

Custom CRM development

Often, business workflows are really specific and can’t be covered by ready-made SaaS solutions. In this case, our custom CRM developers can assist you in building your own system. The team investigates the specifics of your business, develops the CRM structure and logic, coordinates interfaces and functions, draws up a technical specification, and then implements the product taking into account all the necessary integrations.

CRM customization

What if a standard CRM already covers your basics, and all you need is to fill in the gaps? Then, we’ll adapt the existing system to your company’s unique processes and set up specific funnels, user fields, access rights, automations, interfaces, and integrations. This is the ideal way if the standard functionality is “almost suitable”, but needs to be improved for your business. Therefore, there is no need to build from scratch, which allows you to launch the solution faster and cheaper.

Extensions development

Discover new opportunities with integrated CRM extensions, such as performance analysis, productivity tracking, task creation, and log management, among other things. Use real-time data analysis, reporting, and lead generation to better manage both existing and potential clients.

CRM integration

We can integrate a CRM into an existing system of yours. For instance, we can create a single client hub connected to users’ mailboxes, calendars, third-party automated advertising tools, project management systems, website chatbots, call centers, and other useful services.

Maintenance and support

CRM software maintenance is about ensuring that your system always works stably and without failures. We take care of all the technical issues: update the system, fix errors, make backups, monitor security and help if something goes wrong. There is no need to worry about the technical details. You just use the system, and we take care of its condition.

CRM migration

We help accurately transfer clients, transactions, tasks, fields and automation, minimizing downtime and risks. Everything is done safely, losslessly, and taking into account the specifics of your business, so that you just continue working in the new system as if nothing had changed.

Mobile solutions for CRM

It sometimes happens that important data and tasks are unavailable outside the office. Then, you’ll need mobile CRM application development. We can build mobile CRM apps that provide you with access to customer information and tools for tasks, wherever you are.

CRM features we can implement in your system

Every business is different, and so is every CRM we build.
Instead of forcing you into a rigid, pre-built system, we let you choose the exact features you need. Whether you’re focused on sales, support, marketing, or all of the above, we’ll design a CRM around your workflow.
See a full range of powerful modules we can include, pick what fits, and skip what doesn’t.

Contact management

We build a centralized, intelligent database of everyone you do business with: clients, leads, clients or partners.

What we can build for you:

  • Unified contact profiles for clients, leads, partners, vendors
  • Full interaction history (calls, meetings, emails, tasks, chats)
  • Tags, custom fields, relationship types (e.g. client, supplier, partner)
  • Smart segmentation (by activity, status, source, etc.)
  • Import/export tools from Excel, old systems, or Google Contacts

No more scattered spreadsheets or lost context. Every team member is always on the same page.

Sales & marketing unification

Your sales and marketing departments will be able to predict conversions and optimize their client strategies by qualifying each opportunity in the pipeline through lead scoring features.

What we can build for you:

  • Sales pipeline automation: from first click to closed deal
  • UTM & campaign tracking (Google Ads, Meta, email, etc.)
  • Lead scoring based on behavior and interest
  • Auto-routing leads to the right manager/team
  • KPI custom dashboards for marketing ROI and conversion by source

You can finally see which campaigns bring not just clicks, but real profit.

Lead management

Consistent processes = more deals closed. Determine high quality leads with a lead management feature integrated into your CRM software.

What we can build for you:

  • Visual pipeline board (custom stages, drag-and-drop)
  • Lead inbox from forms, emails, messengers, chats
  • Smart assignment rules (by region, workload, source)
  • Reminders, follow-up timelines, and SLA tracking
  • Custom deal values, probabilities, forecast revenue

Help your team focus on the best leads at the right time with a software system designed to support them.

Reports & dashboards

Reporting and customized dashboards are some of the most important features in a CRM, as you’ll see where growth happens, and where it doesn’t.

What we can build for you:

  • Custom KPI dashboards by role (sales, marketing, CEO)
  • Sales velocity, pipeline health, win/loss analysis
  • Reports by product, team, period, geography
  • Leaderboards, daily targets vs. achievements
  • Export to Excel, PDF, or scheduled reports to your email

We can develop solutions providing real-time information, which can be accessed from multiple portals at once.

Analytics

Improve your sales campaign with advanced analytics: analyze data from past campaigns to design future ones more efficiently. Bamboo Agile can develop CRMs that collect and analyze data from social media, polls, and website traffic all using the same software system.

What else we can build for you:

  • Deal cycle duration by stage
  • Customer acquisition cost (CAC), lifetime value (LTV)
  • Campaign attribution models
  • Churn prediction & cohort analysis
  • AI suggestions for next best action
Email client integration

Get your client emails automated and organized without having to use dozens of different tools outside of your CRM software.

What we can build for you:

  • Sync with Gmail, Outlook, Zoho, etc.
  • Two-way email logging (sent and received)
  • Templates with personalization variables
  • Mass email campaigns from CRM
  • Open/click tracking on emails

Your employees will be able to access all the previous interactions with a client, send messages, and launch email campaigns from just one app.

Marketing automation

Bamboo Agile can implement an automated system that will allow your business to target your audiences more selectively and save costs on advertising.

What we can build for you:

  • Email drip campaigns (based on time or behavior)
  • Autoresponders after form submission, inactivity, etc.
  • Event-based actions: visit website, abandon cart, open email
  • Visual campaign builder (drag-and-drop)
  • SMS, push, and WhatsApp automation

You nurture relationships without manually writing every message.

Automated call center & support

Take control of your call center from your CRM software and choose whether or not to implement third-party integrations. Don’t risk losing information by using multiple systems – keep all your customer services in one place.

What we can build for you:

  • Integration with VoIP systems
  • In-browser calling, number masking, call history
  • Call recordings linked to contact profiles
  • Auto-open contact card on incoming call
  • Ticket system with statuses, priorities, and SLA tracking
  • Chat integration (live chat, Telegram, WhatsApp)

As a result, every interaction is tracked, support becomes fast and professional.

Order fulfillment

We make sure you’ll always know where every order is, what’s in stock, and if payments are done

What we can build for you:

  • Order status tracking (pending, shipped, delivered, etc.)
  • Inventory sync and warehouse integration
  • Invoice creation & payment status tracking
  • Integration with accounting systems
  • Notifications to clients (email/SMS) about order status
Customer self-service

We let your clients manage their own data, orders, and support anytime.

What we can build for you:

  • Secure login for each customer
  • View/edit contact info
  • Access past invoices, orders, documents
  • Open support requests or track existing ones
  • Add team members (for B2B clients)

So your customers get quick answers without needing to call or email.

Benefits of getting a custom CRM

One size rarely fits all, when it comes to CRM. Off-the-shelf solutions can be limiting, forcing you to adapt your business to the software but it should be the other way around. Look at the key benefits of building a tailored CRM solution exactly to your business, giving you full control, flexibility, and efficiency that SaaS CRM platforms simply can’t match.

Full ownership

You fully own your CRM: all data, code, and customizations belong to your company. Moreover, you don’t have to think about any subscription fees when growing your team.

Long-term savings on licenses and updates

Save money by paying only for the things you need. Our team works with your business to develop an application that doesn’t break the bank. You avoid paying for features you don’t use, and control how your system grows and what it costs.

Powerful CRM integrations

Give your CRM software a competitive advantage with powerful integrations. You will be able to keep all your department resources in one place with superior security, which will drastically reduce the risks of data loss and misplacement.

Automation of your unique business processes

Every business has its own way of working, with specific tasks and rules. We can build automation that matches exactly how you operate from sending notifications and moving deals through stages to generating documents.

Easy onboarding

Spend less time training end-users with a CRM that is developed to meet your workflow needs. An intuitive software system that contains all your business requirements and has relevant features makes onboarding a breeze.

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Why choose us for CRM software development?

We understand that you want only the best for your business, and that includes software. But the trusted professionals at Bamboo Agile have a great reputation for a reason. Not only do we always strive for quality, but we also pay close attention to your feedback and keep in close contact during the entire CRM development process.

Deep business analysis expertise

The analysts at Bamboo Agile can expertly investigate your needs and prepare a comprehensive requirements statement for your CRM, outlining the main business processes and the user flow in your future software.

20 years of enterprise-grade development

For more than two decades, the Bamboo Agile team has been delivering applications of different levels – from simple CRMs for small businesses to high-load enterprise systems with advanced role hierarchies, multi-user access, dashboards, and detailed reporting. Due to this diverse experience, we’re skilled enough to provide your business with professional assistance on CRM application development with high performance and security.

Strong backend team with integrations mastery

Modern CRMs rarely work in isolation. Our backend team brings extensive experience in building systems that integrate with your existing software, third-party tools, and external APIs.

Legacy system modernization experience

We’ve helped companies migrate from outdated, hard-to-maintain systems to modern platforms without disrupting daily operations. It might be a full rebuild or an iterative upgrade, but we’ve got you covered.

Reliable post-launch support

Our team stays with you after the launch. We will be responsible for bug fixes, updates, and adding new features based on user feedback.

ISO 27001 certified and data privacy compliance

We’re ISO 27001 certified and follow the highest standards for handling sensitive data. From GDPR to HIPAA, PCI DSS, and other major privacy regulations – we develop your solution with compliance and data protection at its foundation.

FAQ

How do I create a custom CRM?

You will need to hire professional software developers. Custom CRM systems are complex software solutions, so getting an experienced team is highly recommended.

What is custom CRM development?

Custom CRM development is the process of determining the client’s system requirements, creating a UX/UI design, coding the back- and frontend of the software, testing it, launching it, and then updating the finished app when necessary.

What are the 3 types of CRM?

The 3 types of CRM are:

  • Operational. This type of CRM provides a service infrastructure that helps companies attract leads, convert them into contacts, and maintain good customer relationships long-term.
  • Analytical. Analytical CRM turns large amounts of client data into valuable insights.
  • Collaborative. Collaborative CRM platforms lean into providing a seamless data exchange between various teams and departments.
Is custom CRM software expensive?

Not necessarily! It depends on the complexity and features you need. In many cases, a custom CRM can actually save money long-term by cutting down on license fees, third-party integrations, and workarounds. We also reuse proven components where it makes sense to keep things cost-effective.

When does a business need a CRM system?

If you’re struggling to keep track of leads, customer info, follow-ups, or internal processes, then it’s time. CRM development services can help centralize all your interactions, provide workflow automation, and give your team more visibility and control. Whether you’re growing fast or just want more structure, a CRM can make a huge difference.

How do you ensure the security of customer data in custom solutions?

Our development process follows strict security standards, including ISO 27001. We implement encryption, role-based access control, secure hosting environments, and make sure your system complies with regulations like GDPR, HIPAA, and PCI DSS. You’re in safe hands.

Which industries use a fully customizable CRM?

Pretty much every industry. We’ve seen industry-specific CRMs work for healthcare, finance, logistics, real estate, education, retail, and more. Any business that manages customer relationships, sales pipelines, or internal operations can benefit from a CRM built to match how they actually work.

What are the benefits of AI in CRM software development?

AI can take your CRM to the next level. It helps predict customer behavior, automate routine tasks, prioritize leads, personalize communication, and surface insights from your data.

Get your Agile dream team!

Ready to begin building your CRM software solution?
Contact us for a consultation today!

Our consultant

Natalia Minayeva
Strategic Partnerships Development

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