Customize your CRM software
Tailor processes to your business needs with custom CRM software
You need a CRM that reflects your organization and its unique style, especially since you put so much work into creating the right workflows.
Custom CRM software allows you to standardize the processes and activities associated with each deal and make them your own.
Pipedrive is a highly customizable CRM that empowers you to manage your sales processes your way. You can customize pipelines, add custom fields and multiple currencies or use Pipedrive’s Marketplace and open API to connect other software.
Full access. No credit card required.
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What to look for in a custom CRM system
Customizable pipelines, fields and stages: You need a customer relationship management platform that enables you to manage specific customers, leads and more.
Support for multiple products, currencies and languages: Add the right products in the currency relevant to the markets you operate in and use a language your sales team understands.
Integrations and an open API: Add new functionality to your CRM with powerful integrations – no software development necessary.
Switch off features for efficiency: Make sure your own CRM is right for you by removing unnecessary features from your CRM platform.
- Great customer support: There are many different types of CRM, so if you’re going to customize yours, you may need support from a help desk to find the best solution.
Customizable CRM features
Pipeline stages
To ensure revenue growth, you need access to custom CRM solutions, allowing you to create pipeline stages that correspond with your sales flow.
Pipedrive comes with basic sales pipeline stages that suit most business models, but it doesn’t mean you have to stick with them: you can rename, create, delete and reorder your pipeline stages, as well as create multiple pipelines, depending on your sales flow.
Includes:
Sales stages
Organize pipeline
Edit stage attributes
Custom fields
While CRM systems usually come with a set of default fields, sales cycles differ from company to company. Some require additional info to be added to their deals, contacts or products.
Though Pipedrive includes the default fields needed for you to manage your data, it also allows you to add fields specific to your company’s needs. With custom fields, you can document specific information, choose the field type (single option, multiple options, numerical, etc.), organize and filter your data and even apply auto-calculated deal data.
API
No customization is complete without an intuitive, robust API. REST APIs offer a great deal of flexibility, allowing you to modify a service beyond its restricted settings and integrate public or private apps.
With Pipedrive’s REST API, you can customize your Pipedrive experience and meet your organization’s specific needs. Pull call lists and make them appear in your call center software, or even create new deals based on someone who fills out a form on your website. Custom CRM development is easy and the API key is included for free.
Custom reports and dashboards
To win over potential customers and fully understand your sales funnel, you need real-time reporting and dashboards that display the metrics most relevant to you.
Create reports and dashboards that are tailored to your needs, from weekly updates to detailed annual forecasting reports with Pipedrive.
Multilingual multi-currency
There are more than 7,000 languages spoken today and, with 180 currencies currently in use, a CRM with only a few languages and currencies isn’t sufficient for many global businesses.
Luckily, Pipedrive speaks your language, whether it’s English, Deutsch, Español or 한국어. We also support multiple currencies, from dollars and euros to Tanzanian shillings. Moreover, you can create your own custom currency. This is especially useful in cases where you may be trading services or products rather than money.
Includes:
Available in 22 languages
Available in all major currencies
Supports multiple currency
Switch off features for efficiency
Custom CRM solutions should support feature switching. For example, if you aren’t selling pre-specified products or services right now, there’s no need to see the “Products” button every day.
With Pipedrive, you can turn entire modules on and off with just one click, helping you improve pipeline visibility and optimize your sales processes.
Join over 100,000 companies
Pipedrive’s powerful add-ons
Incorporate one of these powerful add-ons with Pipedrive’s CRM system to enhance your custom CRM’s features
Email templates
Use customizable email templates to free up time, uncover customer patterns and optimize email strategy
Custom web forms
Create and embed web forms onto your website to catch leads, or develop chatbot flows to engage web visitors
Learn more
Documents proposal/quotes
Send trackable quotes, proposals and contracts from within Pipedrive using Smart Docs
Integrate Pipedrive with hundreds of tools
If you already have a tool suite your sales force is committed to, see if you can integrate it with Pipedrive through the Marketplace
Zoom
Schedule conference calls and video meetings directly from your CRM platform. Try the Zoom integration.
Slack
Keep your team members informed and search Pipedrive contacts, organizations and deals with the Slack integration.
Facebook Lead Ads
Add leads to your sales pipeline from Facebook ads automatically with Pipedrive’s Facebook Lead Ads integration.
Gmail
Access Pipedrive lead and customer data in Gmail and give valuable sales context to your emails. For more email functionality in your CRM, try the Gmail integration.
Zapier
Integrate your CRM with hundreds of the most popular apps using Zaps that enable quick triggers and automation between tools. Try the Zapier integration.
Manage conversations with leads and prospects on one platform. Assign chats to sales reps and use templates to send follow-ups proactively with the WhatsApp integration.
How J’achète en Espagne increased revenue by 20%
Before adopting Pipedrive, the high demand for J’achète en Espagne’s services meant that it was particularly challenging for the team to manage incoming leads.
Through the custom Pipedrive and Zapier integration, this real estate company can now manage, track and automate a lot of their sales and lead management stages, using custom fields and filters to define which contacts should be reached out to and when.
“Thanks to the integrations that Pipedrive provides and the 100% customizable features, we are now very quick in calling our customers and following up.”
Customizable CRM software FAQ
- Can you customize Pipedrive?
Yes, Pipedrive is designed to support any business and industry and allow it to replicate its sales cycle in Pipedrive. As such, it enables users to customize pipeline stages, add custom fields and multi-currency, or use Pipedrive’s open API for anything else.
- How do you customize pipeline in Pipedrive?
Pipeline customization in Pipedrive is an easy and intuitive process. Follow this quick guide to customize your pipeline.
- How customizable is Pipedrive?
Pipedrive has many customizable CRM features to provide you with the functionality and experience you need to tailor the tool to your business needs and business processes.
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