Customisable CRM: 10 Best Customisable CRM Software for 2024

You might find it surprising, but business automation tools can often be as much of an obstacle as they are an aid. Consider how frequently you have encountered or even voiced complaints regarding cumbersome and confusing CRMs.

To ensure that your software solution enhances rather than hampers productivity, it is advisable to invest in a customisable CRM. Such a system can evolve alongside your business, adapting to new challenges as they arise.

In this article, we will explore the nuances of customisable software, highlighting its key features and benefits, and provide you with an industry-sourced list of customisable CRMs worth considering.
 

What is Customisable CRM?

A customisable CRM (Customer Relationship Management) system is one that provides flexibility and adaptability to meet the specific requirements and workflows of a business. Such a system allows for modification to its interface, customisation of data fields, and alteration of how information is presented.

Furthermore, it enables the adjustment of deal stages, the integration of multiple columns, and the management of several pipelines simultaneously.
 

Advantages of CRM Customisation

CRM customisation ensures that the system aligns precisely with the specific needs of its users. Tailoring software solutions presents several notable advantages:

• Alignment with specific business requirements: Customisation guarantees that the software meets the precise needs of your business.
• Enhanced productivity: When the software is adopted to fit users’ workflows, it functions as an asset rather than a hindrance, thereby fostering higher user adoption and improved productivity.
• Targeted analytics: Customised software is designed to deliver relevant analytics and insights, thereby avoiding the pitfalls of information overload.
• Scalability: As your business expands or evolves, the software can be adjusted and extended seamlessly without causing disruption to operations.
• Improved customer experience: Tailored software increases the efficiency of your services and personalises client interactions, resulting in elevated customer satisfaction.

What Should a Good Customisable CRM Accomplish?

What distinguishes a proficient customisable CRM is its capacity to fulfil essential functions that empower your organisation. Effective customisable software supports your business in various ways, and to excel, it should accomplish the following:

• Lead management: Identify, score, and assign leads to prioritise high-value prospects efficiently.
• Document management: Facilitate document management and sharing within the CRM to centralise information and enhance collaboration efforts.
• Comprehensive business modules: Offer an extensive range of modules for sales, marketing, customer service, project management, e-commerce, and human resources.
• Seamless integration: Provide diverse integration capabilities to connect with existing business automation tools.
• Task automation: Enable the automation of routine tasks to free up resources for more strategic initiatives.
• Centralised data access: Ensure centralised access to data, including a comprehensive 360-degree view of customers, detailed reports, and intuitive dashboards.
• Team collaboration: Support collaboration among teams within the CRM platform.
• User-friendly customisation: Offer an accessible interface for customisation,such as drag-and-drop features, which eliminates the need for extensive technical expertise.
• White-label option: Provide a white-label solution, allowing businesses to customise the CRM with their own branding for a personalised experience.

Core Features of Customisable CRM Software

Let us examine the features that facilitate the functions outlined previously. While some of these features are also found in standard CRMs, their true value in a customisable CRM lies in their adaptability to meet specific requirements.

Customisable pipeline stages

This feature enables the adjustment of sales or operational pipelines stages to reflect the unique processes of the organisation. Users can add, remove, rename, or reorder stages to ensure alignment with their specific workflows.

Customisable reports and dashboards

Customisable CRM software allows for the creation of tailored reports and dashboards by selecting specific metrics, data sets, and visualisations that align with your business objectives. This capability enables users to emphasise relevant analytics while omitting superfluous data, ensuring that the information presented is both pertinent and actionable.

Integrations

A broad spectrum of integrations with third-party applications and services is crucial, as it is essential for a CRM system to function harmoniously with other tools in use. 

The significant advantage of customisable CRM lies in the ability to facilitate integration flows with external systems either through a visual interface or via coding, depending on the complexity and requirements of the integration.

Moreover, CRM applications should provide pre-built integrations for widely used systems and offer a selection of connectors through their app marketplaces. This ensures seamless connectivity and adaptability to diverse integration needs.

Customisable workflow automation

This feature enables the configuration of  conditional triggers, actions, and approvals to establish or refine automated workflows, thereby enhancing the efficiency of repetitive tasks.

Low-code/no-code tools

It is acknowledged that even the most customisable CRMs may have limitations and may not meet every specific requirement. In such cases, low-code and no-code tools prove invaluable. These tools empower individuals with minimal or no programming expertise to develop and modify functionalities that may not be available out-of-the-box.

For instance, Creatio’s no-code platform provides an intuitive visual interface with drag-and-drop capabilities, facilitating the straightforward creation of custom features and modifications.

Artificial intelligence and machine learning

The incorporation of Artificial intelligence (AI) and machine learning within a CRM can significantly enhance data analysis, provide predictive insights, and personalise user experiences. When integrated with low-code/no-code tools, AI can further assist in developing functionalities, automating tasks, and tailoring the CRM to align with identified patterns and user behaviours.

If you remain uncertain whether your organisation requires a customisable CRM or if a standard off-the-shelf solution would suffice, let us address this query.
 

Who Requires a Customisable CRM Software?

Several factors may prompt your organisation to consider bespoke CRM software, particularly when faced with complexities beyond the capabilities of standard, out-of-the-box solutions.

Firstly, if your organisation manages unique processes and customer interaction - common in specialised industries - customisation becomes essential. 

Additionally, if you anticipate substantial growth in your operational volume over the  coming years, a scalable solution that can accommodate this expansion is crucial. Customisable CRM software can offer significant time and cost savings by adapting to these evolving demands.

Should these scenarios apply to your organisation, the following list will assist you in selecting the most appropriate CRM software for your unique requirements.
 

Top 10 Customisable CRM Solutions

The market offers numerous CRM solutions with varying levels of customisation capabilities. To aid in your decision-making, we have conducted a thorough review of customer feedback and independent analytics to identify ten CRM solutions distinguished by their notable features, whether it be ease of use or advanced analytics.

1. Creatio

Creatio provides a fully customisable CRM, underpinned by its proprietary no-code platform. The platform comprises three principal CRM modules: Sales, Marketing, and Service. Users can seamlessly drag and drop various elements - from specific buttons and data fields to entire workflows and functionalities. The customisation process, though comprehensive, is designed to be highly intuitive, enabling swift adoption within your organisation.

The development of a bespoke CRM solution is facilitated by a library of ready-to-use composable components and blocks. Additionally, the platform offers the flexibility to integrate diverse composable mini-apps for marketing, sales, and service, including Customer 360, Lead and Opportunity Management, and Knowledge Base, This flexibility allows the rapid and scalable creation of tailored digital solutions.

In addition, pre-built industry-specific workflows are available to further refine your CRM,  thereby reducing the time required for customisation. These workflows are designed to streamline tasks unique to your industry, such as anti-money laundering compliance or mortgage lending.

The Creatio Marketplace provides  a wide array of applications, add-ons, templates, connectors, and industry solutions, all aimed at enhancing and extending the functionality of your CRM.

Overall, Creatio represents an excellent option for organisations seeking a fully customisable CRM that can be tailored to their specific processes. 

Sign up for a complementary 14-day trial to explore the extensive capabilities of Creatio.

Pricing

Creatio employs a distinctive composable pricing model, allowing you to select and acquire only the components you require. The cost for each  pre-built CRM module begins at £11,48 per user per month. The platform itself is priced between £20 to £67, depending on the selected plan.
 

Explore the benefits of Creatio for tailoring CRM to your unique requirements

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2. Salesforce

You are likely familiar with Salesforce, a well-established solution renowned for its extensive history in CRM development. Salesforce excels in enhancing industry automation, data management, and intelligence.

Its customisation features are notably advanced, leveraging AI capabilities to enable businesses to refine and adapt their systems as they grow. This CRM platform optimises results, provides real-time insights, and supports rapid expansion. Furthermore, the Lightning process and application builders offer extensive customisation options, complemented by robust integration capabilities.

Salesforce benefits from a dynamic development community, allowing for further customisation of the CRM through both programming and low-code tools.

Although Salesforce provides an extensive array of applications and tools within its ecosystem, consolidating all necessary features into a single platform can be quite challenging. Moreover, the setup process for Salesforce can be relatively lengthy due to its complex operations. Therefore, if you require a solution with robust turnkey performance, you might consider exploring alternative providers. 
 

Pricing

The pricing for Salesforce Sales Cloud commences at £20 per user per month for the Essential plan, with costs escalating to £237 for the Unlimited plan.

See also: Top 12 Salesforce Alternatives and Competitors

3. Pipedrive

Pipedrive distinguished itself with its customisable pipeline and user-friendly design.

With Pipedrive, your Sales team can effortlessly tailor deal stages, adjust closing probability percentages, and configure deal indicators within the deal and pipeline modules. Furthermore, Pipedrive’s flexibility extends to data fields, email templates, and automation options, enabling each sales team to adopt the CRM to their specific requirements.

The platform is highly regarded for its usability, excelling in customising the interface and managing its various features. Users find it intuitive to personalise the platform's appearance and functionalities, facilitating seamless adaptation to individual workflows.

Furthermore, the system provides an extensive array of customisation options for creating detailed reports and dashboards. This comprehensive range enables users to design reports that accurately reflect their analytical requirements, allowing for the selection of specific metrics and the presentation of data through various visualisations.

Pipedrive is an excellent choice, combining robust Sales features with a user-friendly interface.
 

Pricing

The Professional plan of Pipedrive, which includes significant customisation capabilities, begins at £39,39 per user per month.

4. Monday.com

This CRM is distinguished by its simplicity, with numerous reviews praising its user-friendly nature.

The platform is particularly notable for its spreadsheet-style data entry, integration of no-code automation tools, and seamless customisation of boards and item fields. These features are designed to accommodate a variety of sales processes and project requirements.

The system's boards provide extensive customisation options, forming the core of highly adaptable CRM. Furthermore, Monday.com's accessible pricing structure makes it a viable option for users with budget constraints, thus broadening its appeal.

However, it is worth noting that advanced customisation features are only available with higher-tier plans.
 

Pricing

The pricing commences at £18,94 for solutions that offer extensive customisation capabilities.

5. Zendesk

Zendesk presents two versatile solutions - Services and Sales - that can be integrated to enhance functionality. The platform is particularly distinguished by its utilisation of spreadsheet data entry, the integration of no-code automation tools, and the ease with which boards and item fields can be customised. These features are designed to support a diverse array of sales processes and project-specific requirements within sales operations.

The pipeline configuration is fully adjustable to align with your particular requirements and objectives. Additionally, Zendesk’s analytics dashboards provide an extensive range of customisation options, forming the cornerstone of a highly adoptable CRM system.

Pricing

The plan that encompassess both pipeline and dashboard customisation is available from £43,32.

6. Zoho CRM

Zoho is fundamentally an automation software designed to streamline various processes within an organisation. Its CRM product, Zoho CRM is particularly noted for its customisability, scalability, comprehensive features, omnichannel communication tools, and robust integration capabilities.

As one might expect from Zoho, significant emphasis is placed on automation, enabling businesses to optimise processes, campaigns, and customer journeys effectively. Owing to its strong foundation in automation, Zoho CRM offers over 800 connectors with various applications available on its Marketplace.

Pricing

Zoho CRM offers a free version, however, it is understandably limited in terms of capacity and features. Paid plans commence at £12 per user per month.

7. ClickUp

ClickUp, a cloud-based solution, is esteemed for its project management and organisational capabilities. Beyond these core functionalities, the platform offers substantial support to businesses across various sectors in their CRM initiatives, providing highly adaptable and bespoke solutions.

The system's strength lies in its customisable features, tags, and privacy settings, granting businesses significant flexibility in shaping their CRM strategies and processes. Additionally, it allows for the creation of unique task fields, facilitating the management of diverse client information, including phone numbers, emails, notes, prospect details, and beyond.

Furthermore, ClickUp distinguishes itself through its customisable communication and collaboration tools. These allow for the tailoring of statuses, templates, workflows, task assignments, alerts, and an adaptable task toolbar, thereby enhancing the platform’s versatility. 

Pricing

The Business plan, which includes CRM capabilities, is priced from £11.

8. Hubspot’s Smart CRM

Hubspot’s Smart CRM is designed to address the challenge of managing extensive data sets. It allows users to structure bespoke data models through the use of custom objects, properties, and associations. Hubspot also enables the configuration of deal pipelines, board views, index pages, and record pages, offering a high degree of flexibility in data management.

In addition, the platform permits the creation of new user interface elements that display customised information by developing custom extensions.

Pricing

Hubspot’s pricing model is distinctive in that it offers an unlimited number of users for a fixed monthly fee. The starter plan is priced at £15,75 per month and includes certain customisation features, with more advanced plans offering expanded customisation options.

9. Copper

Copper CRM distinguishes itself as a Google-centric solution, meticulously designed for users who wish to integrate their preferred Google applications seamlessly. Purpose-built to align with Google tools, Copper integrates effortlessly with Gmail, Contacts, Calendar, Sheets, and Drive, providing users with a unified experience. Furthermore, it offers a Chrome extension that enables teams to access the CRM interface directly from Gmail and Calendar, ensuring a fluid workflow.

This specialised software not only customises CRM functionalities but also establishes a robust synergy with Google applications. Its seamless integration with Google products, coupled with a familiar interface, caters particularly well to users seeking CRM solutions within the Google ecosystem.

Copper simplifies the customisation process for teams, allowing them to tailor data fields, workflows, templates, and pipelines to meet their unique requirements.

It is a great choice for companies that rely heavily on Google tools.
 

Pricing

Advanced customisation features are available through the Professional plan, which is priced at £38,60 per month.

10. Nimble

Nimble presents itself as an intuitive CRM solution, offering a wide range of customisation options tailored to meet diverse business requirements. The platform features a meticulously designed interface and a streamlined navigation system, ensuring swift adoption and effective utilisation by its users.

Customers value Nimble's robust customisation capabilities, which enable the precise tailoring of pipeline stages, data fields, automated workflows, and reports in accordance with their specific requirements.

With a particular emphasis on deal tracking, lead management, and prospecting, Nimble is ideally suited to traditional revenue operations. It proves especially advantageous for direct sales teams that operate within specialised sales processes or bespoke daily workflows.
 

Pricing

The Business plan, which includes comprehensive customisation features, commences at  £19,61 per user per month.

Customisable CRM vs Custom CRM: Understanding the Difference

There is often confusion surrounding these two terms, which are frequently mistaken for one another.

The distinction lies in the fact that a customisable CRM, while providing certain options for adaptability, cannot alter its core functionalities. Ultimately, it still bears some of the limitations associated with pre-packaged solutions, such as additional costs, the absence of specific modules, and so forth

In contrast, a custom CRM is constructed entirely from the ground up, either by engaging a software development team or utilising no-code tools. As such, its entire structure is designed to align perfectly with the needs of your organisation. Moreover, additional functions and features can be incorporated without being constrained by the limitations of a pre-existing solution.

Therefore, if you are seeking a fully customisable solution, it may be prudent to consider developing one either through traditional means or by employing a no-code platform.

Final thoughts

Adapting your CRM to align with specific needs of your business is not merely an option—it represents a strategic advantage. Identify the solution that best suits your requirements, harness its flexibility, and enhance your productivity. By selecting a CRM that evolves in tandem with your business, you can foster growth and achieve sustained success.