Custom CRM Software Development

Transform your business with custom CRM solutions. Our CRM software development company offers scalable, AI-powered systems. Get your CRM quote now!

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    Our Benefits

    Purpose-built CRM development that aligns with your business goals and drives measurable results.

    Workflow-Centric Design

    We design CRMs around your processes, ensuring tools fit your operations, not the other way around.

    Data Centralization & Visibility

    All customer data in one secure platform, improving access, insights, and collaboration across teams.

    Automation for Efficiency

    Reduce manual tasks with custom automations that speed up processes and improve accuracy.

    Scalable Architecture

    Built to grow with your business, supporting more users, features, and integrations over time.

    Key Results

    32%

    Increase in lead-to-customer conversion rates

    Optimized CRM tracking improved follow-ups and customer engagement across channels.

    45%

    Reduction in manual data entry

    Automated workflows eliminated repetitive tasks, freeing up sales teams to focus on closing deals.

    Our Custom CRM Development Process

    A step-by-step approach to building CRMs that integrate seamlessly with your workflows and drive measurable results.

    Business Workflow Mapping

    We analyze your existing processes, like sales, marketing, support, and admin, to identify inefficiencies, data silos, and automation opportunities before writing a single line of code.

    Data Model & Architecture Design

    We define how customer, lead, and activity data will be structured, linked, and secured, ensuring the CRM supports your current needs and scales for future growth.

    UI/UX Prototyping for User Roles

    Instead of a one-size-fits-all dashboard, we design role-specific interfaces for sales reps, managers, and admins, ensuring each user sees what matters most to them.

    Integration & API Planning

    We map connections with your existing tools, like email, accounting software, marketing platforms, and telephony systems, to create a seamless and centralized tech ecosystem.

    Agile Development with Iterative Testing

    Features are built in small, testable increments so you can validate functionality, provide feedback, and ensure the CRM truly fits your day-to-day operations.

    Training, Launch & Post-Go-Live Optimization

    We train your team, monitor early usage patterns, and adjust workflows, automations, and reports based on real-world feedback to maximize adoption and ROI.

    Industries We Serve

    Custom-built accounting and payroll systems for high-compliance, high-volume sectors.

    Real Estate

    Track leads from inquiry to closing, integrate with MLS listings, and manage property showings and follow-ups in one centralized system.

    EdTech

    Manage student admissions, automate course enrollments, and monitor engagement metrics for institutions and online learning platforms.

    FinTech

    Streamline client onboarding, integrate with banking APIs, and ensure secure handling of sensitive financial data with built-in compliance tools.

    HealthCare

    Coordinate patient interactions, integrate with EHR systems, and automate follow-ups for improved patient care while maintaining HIPAA compliance.

    Logistics

    Monitor shipments, track customer orders, and automate client communication from dispatch to delivery within one unified dashboard.

    We Deliver Services

    From interface design to backend logic, every element is optimized for a high-performance, scalable CRM.

    Front-End Development

    Role-based dashboards and responsive layouts that adapt to different devices, giving each user quick access to the tools they need most.

    Back-End Development

    Secure, scalable server-side logic that handles complex workflows, real-time updates, and large volumes of customer and transaction data.

    AI/ML Solutions

    Intelligent lead scoring, predictive sales forecasting, and automated customer segmentation to boost efficiency and conversion rates.

    CMS Development

    Integrated content systems for managing templates, proposals, and client-facing resources directly within the CRM.

    Database Architecture

    Optimized data structures with secure storage, instant search, and cross-platform syncing for reliable access anytime, anywhere.

    UI/UX Design

    Intuitive navigation, clear data visualization, and minimal-click workflows to ensure high adoption and productivity.

    QA & Testing

    Rigorous scenario testing across browsers, devices, and role permissions to guarantee a stable and secure CRM at launch.

    Our Clients

    Our reputation is built on creating great outcomes for clients.

    Case Studies

    Ezeryeshiva, led by Mordy Stern, outgrew their Airtable setup for managing appointments and student data. DEVtrust built a custom, role-based CRM with dynamic permissions, advanced appointment scheduling views, improved data organization, and an integrated messaging system, streamlining operations across admins, therapists, and support staff.

    MySpace NYC needed a unified platform for over 100 agents to manage listings, assignments, and communications efficiently. DEVtrust delivered a custom real estate CRM with automated scheduling, precise agent-property matching, API integrations, and a simplified broker interface,  enabling faster operations and portfolio growth.

    What Our Clients say

    Our reputation is built on creating great outcomes for clients.

    Bob_mayo

    Working with DEVtrust was a game changer for us. Their expertise in developing a modern rate management system not only streamlined our operations but also enhanced our competitive edge in the freight industry.

    Bob Mayo

    Founder & CEO – Draydex, LLC

    mordy

    DEVtrust’s Ezeryeshiva app has transformed our appointment management process. The tailored user roles & efficient scheduling system have significantly reduced our workload & improved our service efficiency.

    Mordy Stern

    Project Lead – Ezeryeshiva

    DEVtrust has totally transformed our Real Estate Management Process. Their solutions are intuitive & have significantly reduced our manual workload, allowing us to focus more on our clients.

    Josiah Hyatt

    Founder | Lic. R. E. Associate Broker

    Ready to Build Your Custom CRM Solution?

    Our expert team is ready to help you streamline your business operations and improve customer engagement with a tailored CRM platform.

    Frequently Asked Questions

    What is a custom CRM?

    A custom CRM (Customer Relationship Management) system is a tailored solution designed specifically to manage your unique business workflows, improve customer interactions, and centralize all customer data in one platform.

    The timeline depends on complexity, but most custom CRM solutions take between 6 to 12 weeks to develop, test, and deploy, depending on the scope and integrations required.

    Yes, we integrate your CRM with your current software stack, whether it’s email, calendar, accounting software, or marketing tools, ensuring smooth data flow and unified systems.

    Absolutely. We build role-based permissions to ensure that different users (sales, admin, support) have access to the features and data they need, tailored to their function.

    We follow best practices for data encryption, secure access control, and compliance with regulations like GDPR and HIPAA, ensuring your customer data is protected and handled securely.

    Yes! We offer ongoing support, maintenance, and updates to keep your CRM running smoothly and adapt it as your business grows or needs change.