Adaptability and personalisation
Built around your company’s processes and workflows, your CRM delivers greater efficiency and far faster adoption by your teams.
Custom online CRM
The ideal solution for your business
A custom online CRM is an essential tool for getting the most out of your customer relationships. Unlike off-the-shelf software, a tailor-made CRM shapes its features around your specific needs. Put your project in the hands of a versatile team of experienced specialists.
Why go custom
The benefits of a tailor-made CRM
A tool designed around your processes, that fits into your environment and grows with you.
Integration with your existing tools
Connect your CRM to your other systems (ERP, accounting software, marketing tools) to centralise information and smooth communication between departments.
Data security and control
Set access levels by user profile and give your sensitive data stronger protection, in full compliance with the GDPR.
Higher productivity
With an interface built for the way you work and targeted automations, your teams gain efficiency and spend far less time on repetitive tasks.
Features
What a custom CRM should cover
Complete sales management, accessible anywhere, easy to pick up and secure by design.
Designed for your industry
- Analyse your needs — pinpoint the essential features: contact management, sales automation, reporting and more.
- Choose an online solution — reach your CRM anywhere, from any device.
- Insist on an intuitive interface — your teams use the tool without lengthy training.
- Make sure security is solid — protected data, compliant with regulations such as the GDPR.
More than 100 modules at your service
Sales management aligned with your business, extensible as you grow, without ever switching tools.
- Customisable views, filters and advanced exports
- Automations and business workflows
- Open API and data synchronisation
- Document management and electronic signature
- Reporting, dashboards and business steering
Our method
How do you build a custom CRM?
From analysing your needs to deployment, we support you at every stage and keep the tool evolving over time.
1. Needs analysis
We identify your company’s key processes and pain points so the project is scoped exactly right.
2. Technology choice
SaaS solution, web application or integration with your existing tools: we select the right architecture.
3. Development and testing
Our developers build a robust, reliable platform, thoroughly tested before it ever goes live.
4. Training and deployment
We train your teams to ensure the best possible adoption, then roll the tool out in your environment.
5. Continuous improvement
Your CRM evolves with user feedback and market demands, so it always stays relevant.
An investment that pays off
Choosing a custom online CRM means choosing a solution built for your business and lasting gains in customer relationships.
Our other services
Go further
Ready to take the next step? Let’s talk about your custom CRM.
Request supportFrequently asked questions
What is a custom online CRM?
It is a browser-based business management software built specifically around your processes rather than an off-the-shelf tool. The JD Solutions CRM offers more than 100 modules, customisable views, an API and automations.
How is it different from a standard market CRM?
A standard CRM imposes its processes on you; a custom CRM fits yours. JD Solutions tailors fields, workflows, permissions and automations to your business, and develops any missing modules.
Can the CRM connect to my other tools?
Yes. The CRM provides an API and connectors to integrate with your existing tools (accounting, email, telephony, websites) and to automate data exchange.
Is my data secure and where is it hosted?
JD Solutions designs, hosts and maintains the CRM with controlled access and backups. Hosting can be adapted to your requirements; contact us for technical and compliance details.