Build a Custom CRM Aligned with Your Objectives
Create a fully customizable CRM. Tailor workflows, automate tasks, and track leads to meet your business needs. No coding required, 100% tailored to you.
A Few Key Features
Don't settle for off-the-shelf
Tailored CRM Workflows
Create custom workflows that match your business operations, enabling seamless task automation, lead management, and customer communication.
Lead and Opportunity Tracking
Track and manage leads and opportunities, helping you stay organized and convert potential customers into long-term clients.
Custom Dashboards and Reporting
Generate real-time reports and dashboards tailored to your specific metrics, giving you insights into sales performance, customer activity, and pipeline progress.
Automated Tasks and Notifications
Automate repetitive tasks like follow-ups, reminders, and notifications to ensure timely communication with leads and customers.
Team Collaboration and Access Control
Manage role-based access to ensure team members have the right level of access to CRM data, fostering collaboration while keeping sensitive information secure.
Simple Setup, Custom Fit
Build your perfect CRM with ease—no coding needed.
Why Choose a Custom CRM with Tadabase?
A Custom CRM from Tadabase is designed specifically for your business, offering full flexibility and scalability to meet your evolving needs. With automated workflows, tailored reports, and seamless lead management, you can focus on growing your business without the limitations of off-the-shelf solutions.
Easy to Get Started
Set up your Custom CRM quickly with Tadabase’s drag-and-drop builder. Tailor every aspect of the CRM to match your business objectives without any coding required.
Case Study
The Tadabase Tonic: How Tadabase saved a midwest medical group $180K by creating a custom HIPAA compliant communication workflow
Dr. Joey Greenberg
Co-founder & Chief Medical Officer at Aeris Medical Group
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Case Study
How Tadabase does the work of two employees and brings the future boutique shopping experience to Shooz
Brian
Founder of Shooz Boutique
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Case Study
The Season for Autum(n)ation: How Tadabase gives Sneller Snow & Grounds’ 400 employees a clear path into the future.
Henry Gysen
Systems Analyst at Sneller Snow & Grounds
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Case Study
How Tadabase helped the Texas Black Expo provide 300,000+ meals during the COVID-19 pandemic
Aaron Terry
Database Architect We All Eat / Texas Black Expo
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Case Study
How Tadabase helped EnviroPest achieve digital compliance and increase customer satisfaction
Marc Dykstra
EnviroPest, Owner
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Exclusive Benefits Available To You
Get tailored features and custom automation designed for your business.
Fully Customizable
Tailor your CRM system to fit your specific business processes and objectives, from lead tracking to customer communication.
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Automated Efficiency
Streamline workflows and automate key tasks, ensuring your team stays productive and focused on high-value activities.
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Real-Time Reporting
Gain insights into sales performance and customer activity with customizable, real-time dashboards and reports.
Read MoreSync, Streamline, Succeed
Seamless Integration with Your Favorite Tools
Integrate Tadabase’s Custom CRM effortlessly with platforms like Mailchimp, QuickBooks, Trello, Zendesk, and Shopify. This seamless connectivity enhances workflows and boosts productivity across all departments.
Hassle-Free Data Migration
Switching to Tadabase’s Custom CRM is simple with our reliable data import options and dedicated support. We ensure a smooth transition and provide training to get your team up and running quickly.
Frequently Asked Questions
A custom CRM is a tailored software solution designed to help an organization manage their prospects, leads, and customers. It allows companies to personalize and streamline their customer service and interactions while following specific processes and data requirements.
Explore the best CRM software solutions.
Creating your own CRM involves several key steps:
- Define Your Requirements: Identify the specific features and functionalities your business needs.
- Choose a Platform: Select a flexible CRM platform that allows customization.
- Design Custom Fields: Tailor the CRM to your business by adding custom fields for unique data.
- Automate Processes: Implement automation for tasks like lead management, follow-ups, and reporting.
- Integrate Tools: Connect your CRM with other tools for a seamless data flow
- Testing and Iteration: Regularly test and refine your CRM to ensure it meets evolving business processes.
- Training and Adoption: Train your team on the customized CRM and encourage user adoption.
You can also explore existing platforms that offer free trials on ready-to-go CRM templates. Like Tadabase :)
This application is for everyone but designed to meet the needs of businesses, sales representatives, and clients. It delivers effortless customization, user-friendly interfaces, and streamlined management of leads, contacts, and sales processes. Discover more about our tailored custom CRM software here
We're here to support you in bringing your vision to life. That's why we provide exceptional support throughout your journey with Tadabase.
First: Take advantage of a free 30-minute consultation to kickstart your project.
Then: Check out our list of certified-partners who are ready to assist at a moments notice.
Whenever: Drop us an email at support@tadabase.io for any additional support. We typically respond in less than 24-36 hours
With Tadabase's Performance plans and above, your apps can enjoy complete white labeling. This extends to both the code and branding, offering a fully customized experience. For app developers, this means your clients' apps will appear as if you made them completely from scratch.
You retain full ownership of your data—no exceptions. We prioritize your privacy and ensure that you have complete control over the information you entrust to us. Your data security is our top priority. To learn more, please visit our security and privacy page.
A Custom CRM is fully tailored to your business’s unique processes, allowing you to build workflows, dashboards, and reports specific to your needs. It provides flexibility that off-the-shelf solutions can’t match.
Yes, you can automate a wide range of tasks, including follow-ups, reminders, notifications, and lead management, ensuring timely communication and task completion.
You can create fully customizable reports and dashboards that provide real-time insights into key metrics such as sales performance, customer activity, and pipeline progress.
Absolutely. You can implement role-based access control, ensuring that only authorized team members can view or modify sensitive customer information.
Setting up a Custom CRM is simple and requires no coding. Tadabase’s drag-and-drop builder allows you to customize every aspect of your CRM quickly and efficiently.