CRM Customizations

to create custom views and fields

Customize the CRM to fit your business by automating certain actions, collecting information on need, adding on-demand features to keep your business on track.

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CRM Customizations

Collect & Manage All the Data With Ease

Create and manage customizable features such as custom fields, buttons, and layouts to tailor the system

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page layouts

Page Layouts

Use the page layouts feature to get a good visual representation of the data. It allows you to quickly see how progress is being made by different stages of a lead.

custom fields

Custom Fields

Collect and store information that doesn't fit into the standard modules and field offerings of CRM.io. It is possible to customize it with the fields you need to broaden the types of information that can be stored within this system.

advanced filters

Advanced Filters

Create custom views and utilize CRM.io's powerful filters to sift through all of your CRM's data and focus in on the most important prospects. Identify hot prospects or prospects who meet a set of criteria quickly and follow up with the necessary updates.

email templates

Email Templates

Create your email templates according to your criteria by using simple text or HTML formatting. You can send email notifications based on a variety of events that you set up.

optional leads module

Optional Leads Module

Choose leads as an optional module. Leads module can be enabled or disabled based on the business type and requirement.

custom stages

Custom Stages

Customize the stages of leads, contacts and deals according to the requirements of the business. These custom stages are helful to narrow in on what matters for your industry.

What are CRM Customizations?

CRM Customization is the process of customizing business software to meet specific needs. CRMs are often customized to meet the needs of the company for which it is being used. Customizations can be made by modifying existing features, adding new features, removing existing features, and creating entirely new features.

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Explore More Features

Here are the additional features to look at

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What our customers say

I chose 500apps because of their value and incredible superior customer service. They really care about small-to-medium sized organizations like ours, whether you're very CRM experienced or lightly so. Every business needs a CRM these days. Compared to HubSpot or Fusion Marketing, they really present a better value and are quite robust yet simple to use. Very pleased!

I love 500apps. It's a perfect solution for startups. The price is right and the system does all I need it to. I had a small issue and called the customer service line. I was really impressed being able to speak with the team all the way from Australia. They resolved my issue immediately and were very nice to deal with. I highly recommend this solution. 500apps is excellent for startups who can't afford the high prices of alternative solutions out there.

500apps is a pretty compressive system for a good price. Plenty of integrations. Sales, marketing and help desk automation. I love that it integrates with IMAP and the chrome widget is brilliant for pulling in LinkedIn data. I've found the customer service incredibly responsive. These guys really care about their reputation.

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