Is a custom CRM right for you?


Selecting a customer relationship software solution is a major decision. For many organizations, a straight-forward, off-the-shelf contact management tool may fill the need exactly, while other companies may require a more specialized or customized version of contact database management software.

Managing contact data is an essential task for any business. Online contact database software, also known as contact management software, address management software, or client tracking software helps you keep track of your contacts, suppliers, customers, and much more.

While there are plenty of off-the-shelf options available, a customized version of contact database software can be a game-changer for businesses and organizations, solving specific challenges relevant to your own processes. Here are five reasons you might wish to consider inquiring about a customized version of contact data management software:

1. Tailored to Your Business Needs

For example, an off-the-shelf Pro orPremium version of Contact Boss might not have all the features you need to manage your contact database. By customizing your contact database management software, you can add features that are tailored to your business needs. For example, you might need specific reports on visits by contacts or a record of outcomes of business meetings. A customized contact database software can be designed to track these interactions in a way that suits your requirements.

2. Streamlined Workflows

The best contact/client management software offers streamlined workflows, saving time and reducing the risk of errors. With a customized contact manager software, you can automate many of your routine tasks. For example, you can set up automated emails to follow up with customers, or create a specialized event management portal to manage your events like business gatherings etc. This can help you manage your customer relationships more efficiently and effectively.

3. Enhanced Data Security

Storing customer data is a big responsibility. The best online contact database and cloud-based contact management systems offer strong data security measures, but a customized version can be even more secure, to ensure that only authorized users can access your customer data. With a custom solution you can specify which users are permitted to log in to each level of contact data, thus managing employee access to the information they need to do their jobs. This can help safeguard customer data and maintain compliance with data protection regulations.

4. Greater Flexibility and Scalability

As your business grows, your needs might change. With a customized contact management software, you can add new features and functionality as your business evolves. For example, you might need to integrate your contact management software with other business tools, such as your sales software or your customer support system. With a customized contact database software, you can add these integrations and other features as you need them. This can help you stay flexible and scalable, even as your business grows.

5. Mobile App Version that Meets Your Needs

Now that it’s clear that most people work at least part of their time on mobile devices, many organizations recognize the need for high functioning mobile versions of their contact management software. A company like Contact Boss can work with you to design or customize a mobile app that will serve the needs of staff who are on the go, or working from home. Collaborating with the programming team you can define which features are most necessary in a mobile app version of a contact data management software. 

So – when you are investigating the best options for contact data management software, be sure to consider the possibility of a customized version. Contact Boss, for example, has several clients who are very pleased with their own Enterprise level subscription – their custom version allows them to manage their contact database efficiently and securely.  

A customized solution can be an affordable contact management software answer for businesses. It may offer the flexibility, scalability, enhanced data security, streamlined workflows, and tailored features that you need to manage your client base effectively. If you are looking for the best customer database software for small business, or the best cloud-based CRM software, consider contacting Contact Boss to see about customizing your contact management software to meet your specific needs. With the right contact management tool, you can streamline your workflows, save time, and enhance your customer relationships. 

Contact us at


About Author

A consummate communicator, Carol Horne has undertaken a variety of content creation projects over the past few decades. She supplied, assigned and edited copy for the majority of Tourism PEI’s consumer content. She led the marketing team at Confederation Centre where she developed marketing and communications strategies to enhance awareness and generate revenue for the theatre, gallery, restaurant and gift shop. In her role as Chief Marketing Officer she oversaw the development and execution of marketing, graphic design, social media, communications and PR, sales, development and guest services activity plans. As manager of the Canadian Tourism Commission’s online media centre and the US consumer E-Newsletter she was in charge of creating and curating Canada’s tourism promotion content.

Comments are closed.