Custom CRM Development Around Your Workflow
Your team should not have to change its entire process to fit generic software. Forumly builds CRM systems designed around your organisation's actual workflow, structure and data.
Starting from your workflow, not a fixed template
Every custom CRM begins with a workflow analysis: how your team is structured, how work currently moves between people, and what data needs to be captured, reported on and acted on.
Workflow Analysis
Understanding how your team, customers and processes actually operate before any design work begins.
Custom Architecture
A database and application structure designed for your data, not adapted from someone else's.
Custom Modules
Purpose-built modules for the specific areas of your business that need them.
Custom Dashboards
Dashboards that surface the information each role actually needs to see.
Staff Management
Manage staff records, roles and permissions within the same system.
Customer / Patient Management
A structured record for every customer or patient your organisation deals with.
Automation
Automating repetitive administrative steps within your existing workflow.
Reporting
Reports built around the metrics that matter to your organisation.
Integrations
Connecting your CRM to other systems your organisation already relies on where appropriate.
Permissions
Role-based permissions so each person sees only what is relevant to them.
Multi-Location Systems
Support for organisations operating across more than one site.
Generic CRM software forces compromises
Off-the-shelf CRM platforms are built for the average customer, not your organisation specifically. Fields that don't apply, workflows that don't match how your team works, and permission structures that don't reflect your actual roles are common results.
Forumly builds around what your organisation already does well, structuring the system so it fits your team rather than the other way round.
Typical starting points
Custom CRM projects often begin from one of the following:
- Replacing spreadsheets and manual tracking
- Migrating away from a generic CRM that no longer fits
- Consolidating multiple disconnected systems
- Supporting a new location or team structure
Discuss a custom CRM for your organisation
Tell Forumly about your current workflow and what your CRM needs to achieve.
Request a CRM