CRM Software Development Services

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    YOUR BUSINESS DESERVES MORE THAN A GENERIC CRM

    Streamline Your Sales and Customer Data

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    Customer Relationship Management (CRM) systems are the core tools for organizing and automating deals, as well as improving interactions with clients and prospects. By adopting it within your business, you can centralize customer data to enhance decision-making and drive revenue growth by tracking communication history, managing leads, as well as streamlining sales and marketing efforts.

    Unlock Smarter Customer Management

    Can’t Find the Right CRM? We’ll Develop One That Fits

    Some businesses opt for off-the-shelf CRMs that offer basic functionalities. Yet, in most cases, they force companies to adapt their workflows to rigid structures and unnecessary features. Bespoke CRM development, on the other hand, enables you to create a system that moves in sync with your business necessities. Instead of fitting in software, your custom platform functions in harmony with you.

    With PLANEKS, you can implement made-to-order CRM solutions that align precisely with your specific processes, scale with your business, and integrate seamlessly with your current tools. Built with Python and the industry’s most time-tested, leading frameworks, we deliver custom CRMs that eliminate inefficiencies, improve team collaboration, and maximize the full power of your customer data. Our custom CRM development is established for growth, scaling seamlessly from the dynamic demands of startups to the sophisticated operations of large enterprises.

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    Features of Our Custom CRM Solutions

    Features We Can Develop

    Our custom CRM software development company produces systems that bring high transparency, management, and cohesion to your customer operations. Every module we build is engineered to match your workflow and support business growth with no unnecessary features and no rigid limitations.

    Contact and Lead Management

    Handily capture, store, and organize all customer and prospect information in one comprehensive hub. Track every touchpoint across the entire lifecycle from the first contact to closed deals and beyond.

    Sales Pipeline Tracking

    Visualize and manage opportunities across each sales stage. We design CRM systems that keep your team aligned, helping you prioritize deals, forecast revenue, and move leads through the funnel faster.

    Workflow and Task Automation

    Automate repetitive tasks and standard processes. Get your bespoke CRM that assigns leads, sends follow-ups, and ensures timely actions without micromanagement, freeing your team to focus on high-impact responsibilities.

    Email and Communication History

    Maintain a full history of emails, calls, and messages, synced with each contact profile. Thus, all of your team members stay informed, and communication gaps become a thing of the past.

    Custom Reports and Dashboards

    Build data visualizations that represent your genuine goals. Monitor KPIs, track sales performance, and develop smarter strategies by leveraging real-time insights tailored to your business model.
    Dashboard Development Services

    Integration with ERP, eCommerce, or Marketing Platforms

    We ensure smooth connectivity with your existing digital ecosystem, allowing your data to flow freely between your CRM and tools like ERPs, online stores, and marketing automation software.
    API Integration Services

    Role-Based Access Control

    Get a guaranteed protection of sensitive data with granular access permissions. Assign roles based on their functions and commitment, ensuring the engaged parties have access only to the data relevant to them.

    Mobile-Friendly CRM Access

    Access your custom CRM from any point on the map, at any time. Our tech agency specializes in responsive designs, ensuring top-tier functionality across smartphones and tablets - perfect for teams on the move.

    Modern CRM Development with Python and More

    Built Using Powerful and Scalable Technologies

    PLANEKS engineers qualitative, scalable ecosystems that work best for your business. Our development stack combines proven technologies with modern approaches, ensuring your custom CRM is fast, secure, and future-ready.

    Backend: Python Frameworks

    We use powerful Python frameworks like Django and FastAPI to build reliable, scalable backends. Django offers a mature, secure foundation ideal for complex CRM logic, while FastAPI enables high-performance APIs for real-time data exchange.
    Offshore Backend Development Services

    Frontend: React and Vue

    Your CRM’s user interface should be clean, intuitive, and responsive. Depending on your needs, we leverage React for dynamic, component-driven UIs and for enterprise-level structure, or Vue for lightweight flexibility. The result: fast-loading, user-friendly experiences across devices.
    Offshore Front-End Development Services

    Databases: PostgreSQL, MySQL, MongoDB

    Whether you need relational consistency or flexible schema design, we select the right database to support your data model. PostgreSQL and MySQL handle structured CRM data efficiently, while MongoDB offers a flexible solution for more dynamic datasets.

    Cloud Infrastructure: AWS, Azure, Google Cloud

    We deploy CRM systems on trusted cloud platforms for maximum uptime, scalability, and security. Our team ensures your infrastructure is optimized for performance and ready to grow with your business.
    Cloud App Development Services

    API Integrations

    Want to connect your CRM with payment gateways like Stripe, marketing platforms like Mailchimp, or support tools like Zendesk? Our team integrates a wide range of systems, including finance, marketing, customer service, analytics, and more, with a CRM at the core of your tech stack. We also build secure, well-documented APIs to make your CRM a true hub of your operations – no manual data entry, no silos.

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    JOB SUCCESS RATE

    $ 120 mln

    RAISED BY OUR CLIENTS

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    ONLY BY OUR CLIENTS

    CRM Solutions Built for Your Industry

    Tailored CRM for Different Industries

    If you operate in highly regulated industries or work with sensitive data, whether it’s ensuring compliance, managing specialized workflows, or handling cases like patient medical records, student progress, or B2B lead pipelines, our custom CRM development equips you with exactly the functionality you need, without unnecessary complexity or critical gaps.

    Real Estate CRM

    We create CRM systems designed for real estate professionals to manage property listings, client communications, and deal pipelines in one place. With automation for follow-ups and scheduling, your team can focus more on closing deals and less on manual tasks.
    Real Estate Software Development Services

    Healthcare & Patient CRM

    For clinics, medical practices, and healthcare startups, we develop secure, HIPAA-compliant CRM tools to manage patient journeys, track appointments, and streamline referral workflows. Our healthcare CRM software development services cover the creation of dashboards and integrations with EHR systems, ensuring streamlined operations and better care outcomes.
    Custom Medical Software Development Services

    B2B Sales CRM

    B2B organizations benefit from CRMs that adapt to long sales cycles, multi-touch engagement, and tiered account structures. We build tools that support pipeline forecasting, team collaboration, and performance tracking, designed to help you close more with less friction.

    Education and Student Tracking CRM

    Schools, edtech startups, and training centers rely on our CRM platforms to track student applications, attendance, academic progress, and communications. We provide real-time insights for faculty and personalized experiences for students and parents.

    Financial Services CRM

    We can implement CRMs for financial advisors, brokers, and fintech organizations to handle client onboarding, portfolio tracking, and regulatory compliance with ease. Our custom banking CRM software development services essentially prioritize data security while providing rich insights into client relationships.

    Nonprofit Donor Management CRM

    For nonprofits, we create CRMs that help manage donor databases, fundraising campaigns, grant applications, and volunteer communications, created to support impact-driven growth and transparent reporting.

    How We Build CRM Systems That Fit Like a Glove

    Our CRM Development Process

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    Successful custom CRM software development services are executed through a deep understanding, thoughtful design, and ongoing collaboration. Our development process ensures your CRM is “made to measure” for your business, adapting to your specific workflows, roles, and peculiarities.

    01

    Business Analysis & Requirement Gathering

    The first step we take is getting acquainted with your operations, interviewing stakeholders, mapping out processes, and identifying areas for improvement. This phase ensures we grasp your pain points, goals, and how your teams actually work.
    02

    CRM Design & Feature Planning

    With clear requirements in hand, we design your CRM’s architecture and user experience. Every module, field, and dashboard is carefully planned with purpose, ensuring your CRM is intuitive, relevant, and user-friendly from the start.
    03

    Development & Integration

    Using Python and its robust frameworks, we implement a resilient, scalable system tailored to your specifications. Our engineers ensure seamless integration with third-party platforms, ERPs, or internal tools to create a cohesive workflow.
    04

    Testing & User Feedback Loop

    We don’t wait for the launch to validate our work. Through iterative testing and early user feedback, we refine features to align with your team’s real-world needs, minimizing the need for post-launch adjustments.
    05

    Launch & Employee Onboarding

    Once your CRM is ready, we ensure a smooth rollout with proper onboarding and training. Your team gets up to speed very fast, with no disruption to daily operations and enhanced productivity.
    06

    Continuous Support & Scaling

    Our CRM is supported by our ongoing maintenance, performance monitoring, and continuous improvements to ensure it adapts to your changing requirements. We also implement regular system updates and optimize database performance to maintain reliability and speed as usage grows.

    Why Invest in a Custom CRM System?

    Benefits of a Custom CRM

    Tailor-made CRM is a strategic and most beneficial approach that matches your business’s peculiarities. Off-the-shelf CRMs may offer faster and more straightforward setup and a broad feature set, but they often come with compromises that cost you time, productivity, and efficiency in the broader picture. A custom CRM, built specifically for your business, removes those roadblocks and supports you with absolute control over how your customer relationships are managed.

    Aligns Perfectly with Your Workflows

    Each business is different, and what works for others may not work for you – and that’s totally fine. A custom CRM mirrors your unique processes rather than forcing your team to fit into rigid templates. Each stage and interaction, like lead capture, nurturing, and post-sale follow-ups, works exactly the way your team does.

    No Unnecessary Features

    With a tailored solution, there’s no clutter; you get the tools that actually come in handy on a daily basis and enhance your efficiency. Your team sees only what’s relevant, reducing confusion and improving focus across departments.

    Better Adoption by Your Team

    When a CRM feels intuitive and reflects real workflows, adoption happens naturally. Teams are more likely to use and trust a system that feels like it was created for them and to assist their performance, because it truly was.

    Data Security & Ownership

    Your data stays protected and under your control, confined within your company’s own borders. We prioritize secure architecture and ensure full data ownership, so you never have to worry about vendor lock-in or third-party access.

    Tell us more about your project

    Contact us to discuss your CRM needs

    Your Trusted Partner in CRM Development

    Why Choose Us?

    If you’re considering made-to-order CRM development, take the time to choose the right partner, as this decision has a significant impact on the outcome. PLANEKS is the trusted custom CRM software development services company, designing long-term solutions that accelerate business elaboration, streamline workflows, and create lasting value for your specific case. Our strategy is collaborative, flexible, and deeply rooted in an individual approach to every outstanding case we contribute to.

    Expert Python Developers

    Our team comprises senior-level Python software engineers who specialize in developing secure, scalable backend systems. Possessing profound expertise in Django, FastAPI, and other modern frameworks, we can strengthen you with a custom CRM that performs reliably under a real-world business environment and demands.

    Focus on Long-Term Business Alignment

    At PLANEKS, we believe that precision and customization always outperform generalization. Due to this fact, we take the time to grasp your goals, workflows, and future roadmap, ensuring the CRM we build is not just a short-term fix, but a long-term growth engine.

    Transparent, Agile Project Management

    We follow agile web development practices with full transparency at every stage. You’ll always stay informed regarding what’s in progress, why it matters, and how it synchronizes with your business priorities.

    Deep Integration Experience

    We build CRMs that connect seamlessly with the business tools you already have in use – syncing with your ERP, automating email flows through Mailchimp, and integrating payment systems like Stripe.

    Frequently Asked Questions

    FAQ

    Still have questions about custom CRM development? We’ve compiled answers to some of the most frequently asked questions our clients have before starting their roadmap with our custom CRM software development company. Are you wondering about timelines, data migration, mobile access, or future scalability? Discover the essentials to make a beneficial decision. If you don’t see your question here, please don’t hesitate to reach out – our representatives are happy to guide you through the process and tailor a solution that perfectly fits your business demands.

    How long does it take to build a CRM?
    The timeline depends on the complexity and feature set of your project. On average, a custom CRM takes 8 to 16 weeks to design, implement, and deploy. More plain and concise systems may be delivered faster, while more sophisticated and advanced solutions with deep integrations or unique workflows, respectively, take longer. Our dedicated professionals can give you a clear estimate after the initial discovery phase.
    Can you migrate our data from Excel or another CRM?
    Absolutely. We handle data migration from spreadsheets, legacy systems, or other CRM platforms with great care. Our team ensures that your data is securely transferred, properly mapped, and fully functional in your new system, without data loss or downtime.
    Will the CRM be mobile-friendly?
    Yes. Every CRM we build is fully responsive and optimized for mobile devices. Your team will be able to access key features, view reports, and manage contacts on the go, from a smartphone, tablet, or any other convenient gadget.
    Can we add new features later?
    Definitely, we build each CRM focusing on high scalability. Your business and operations are dynamic, and we can seamlessly introduce new modules, integrations, or workflow enhancements with no setbacks for your current processes.

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    Testimonials

    What do people praise about PLANEKS?

    Struggling with Off-the-Shelf CRMs? Let’s Build the Right One for You

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