The Best Customisable CRM

The Ultimate Guide for Small Businesses

Table of Contents

Why is Customisation Important in a CRM?
Customisable CRM vs. Custom CRM
Key Features of a Customisable CRM
Benefits of a Customisable CRM
Why RemOnline is the Best Customisable CRM for UK Small Businesses
Popular UK CRM Software Options
Tips for Effectively Customising a CRM Solution
Final Thoughts

Customer relationship management tools help businesses manage customer interactions, track leads, streamline sales processes, and improve customer service. For small businesses, a CRM system is crucial for organising data, automating tasks, and enhancing productivity.

While many CRMs offer standard functionalities, the ability to customise the customer management software to fit specific business needs is what sets the best solutions apart. A customisable CRM allows businesses to tailor workflows, data fields, and automation processes, making it an essential asset for small businesses that require flexibility and efficiency.

Why is Customisation Important in a CRM?

Every business operates differently, and a one-size-fits-all approach rarely works when managing customer relationships. A customisable CRM platform ensures that businesses can:

• Adapt the small business service software to match unique sales and customer service workflows.
• Modify fields and layouts to store relevant customer data.
• Integrate seamlessly with other essential business tools.
• Automate repetitive tasks to save time and reduce errors.

Fully customisable CRM software helps small businesses scale efficiently while improving overall productivity.

What I most like about RemOnline is customisable forms.

Jonathan Nieves

CEO

Bits Tech Computers

Customisable CRM vs. Custom CRM

When exploring CRM solutions, it's essential to understand the difference between a customisable CRM and a custom CRM:

Customisable CRM

A customisable CRM is a pre-built CRM platform that offers flexibility in modifying workflows, fields, layouts, and automation settings to meet business-specific requirements. These CRMs come with a standard framework but allow users to tailor features without needing extensive development expertise. Customisable CRMs are ideal for small businesses because they provide:

• User-friendly customisation tools.
• Integration with third-party applications.
• Cost-effective solutions compared to fully custom-built CRMs.
• Faster implementation and scalability.

Custom CRM

A custom CRM is built from scratch specifically for a business, designed to meet unique needs that off-the-shelf CRMs may not accommodate. While custom CRMs offer maximum control, they also come with challenges:

• High development and maintenance costs.
• Longer implementation times.
• The need for ongoing IT support and updates.

For most small businesses, a customisable CRM offers the perfect balance of flexibility, affordability, and ease of use, making it a more practical solution compared to a fully custom-built CRM.

You don't need to be an expert in programming because RemOnline is very intuitive. You say this field refers to another field, allowing you to configure it according to your needs. You won't have to pay a programmer to program your notifications through the programming language. You just move the pieces like little links that take you inside.

Leonardo Miranda

Technical Support Manager

Blue Linq S. A.

Read here ›

Key Features of a Customisable CRM

When choosing a CRM with customisable features, you must evaluate specific functionalities that support business growth. Below are the key features to look for:

1. Flexibility and Adaptability

A fully customisable CRM should allow businesses to modify workflows, dashboards, and reports based on their unique needs. This flexibility ensures that as your business grows, the CRM evolves with it, adapting to new processes and customer engagement strategies.

2. User-Defined Fields and Layouts

CRM software with customisable fields lets businesses collect and store relevant customer data tailored to their industry. Whether it is a customisable CRM for automotive industry businesses or retail, having control over data fields ensures accurate record-keeping and regulatory compliance.

3. Integration with Other Tools and Platforms

An efficient CRM with customisable workflows should seamlessly integrate with other business tools such as accounting software, payment systems, and e-commerce solutions. The ability to connect with UK-friendly tools like QuickBooks, Xero, Stripe, and Zapier enhances productivity and simplifies data management.

4. Automation Capabilities

A customisable CRM with smart features should include automation features for lead tracking, follow-ups, invoicing, and reporting. This reduces manual work, minimises errors, and allows teams to focus on strategic tasks.

Effortless transition from estimates to payments with RemOnline’s public forms

Benefits of a Customisable CRM

Investing in a customisable CRM for small businesses offers numerous advantages:

• Improved Efficiency. Automating tasks and workflows allows your employees to focus on customer engagement rather than administrative work.
• Better Customer Insights. Business dashboard software enables you to collect and analyse data specific to your operations, leading to more informed decision-making.
• Enhanced Customer Relationships. By tracking interactions and setting reminders for follow-ups, you can nurture leads effectively and retain loyal customers.
• Scalability. A fully customisable CRM software grows with your business, allowing you to add new features and integrations as needed.
• Cost-Effective. Instead of paying for unnecessary features, you can customise the CRM to only include the best productivity tools for small businesses, making it a cost-efficient solution.

Why RemOnline is the Best Customisable CRM for UK Small Businesses

Among the many CRM options available, RemOnline stands out as the best customisable CRM for small businesses, especially those in the service and repair industries. Here’s why:

• Industry-Specific Customisation. RemOnline offers tailored solutions for repair shops, service centers, and automotive businesses. Document template software provides user-defined fields, allowing you to store and manage customer details, repair history, and inventory data efficiently.
• Seamless Workflow Customisation. With the all-in-one work order software, you can modify order statuses, set up custom notifications, and automate key processes, making it an efficient CRM with customizable workflow.
• Smart Features for Business Growth. The CRM comes with job scheduling tools, customer follow-ups, and employee management software, ensuring your business stays organized and productive.
• Integration with Essential Tools. RemOnline’s customer communication software integrates seamlessly with WhatsApp, SMS gateways, and social media platforms, streamlining everyday interactions with clients.
• User-Friendly Interface. Unlike complex enterprise CRMs, RemOnline is designed with small business owners in mind, offering an intuitive dashboard and easy customisation options.

By choosing RemOnline as a fully customisable CRM, small businesses can improve efficiency, enhance customer service, and optimise workflows, making it an excellent investment for growth.

Popular UK CRM Software Options

Choosing the right CRM with customisable workflow options is crucial for small businesses. Here are some of the best customisable CRM software solutions available today:

RemOnline

A customisable CRM for British SMEs, repair shops, and service providers. It offers workflow automation, inventory management software, customer tracking, and a handy business insights app.

Building efficient workflows in RemOnline

Salesforce

One of the most powerful fully customisable CRM software solutions, Salesforce offers extensive customisation options, AI-powered automation, and thousands of third-party integrations. It’s suitable for businesses of all sizes but may require technical expertise for setup.

Capsule CRM

A simple CRM, ideal for small businesses needing lightweight customisation. Capsule CRM offers an intuitive interface, seamless integration with British accounting software, and effective task management features, making it a great choice for local businesses.

RepairDesk

Designed specifically for repair businesses, RepairDesk provides features for managing work orders, ticketing, invoicing, and customer interactions. Compare RemOnline vs RepairDesk.

Pipedrive

A sales-focused CRM with custom pipelines, automation features, and visual reporting tools. Pipedrive is an excellent choice for sales-driven businesses that need an easy-to-use platform with strong deal-tracking capabilities.

Zoho CRM

A budget-friendly, fully customisable CRM that offers automation, AI-driven insights, and multi-channel communication tools. It offers a range of integrations for small businesses.

HubSpot CRM

Known for its ease of use, HubSpot provides CRM software with customisable fields, powerful marketing automation features, and a free tier, making it ideal for small businesses looking to scale.

Tips for Effectively Customising a CRM Solution

Once you choose a CRM with customisable features, it is essential to tailor it to your business needs. Here are some detailed tips:

1. Define your goals. Identify your specific business needs — whether it's lead management, sales automation, or customer support — to ensure your CRM implementation strategy supports achieving these objectives.
2. Customise fields and layouts. Modify your chosen solution to capture the most relevant customer information and streamline data entry. Ensure your CRM captures UK-specific data like VAT numbers and compliance details.
3. Automate repetitive tasks. Set up automation for customer follow-ups, sending reminders, generating invoices, and tracking customer interactions to increase efficiency.
4. Train your team. Provide comprehensive training to employees on how to use the CRM’s customisation features, ensuring they maximise its capabilities.
5. Use expert onboarding support. RemOnline’s experienced onboarding managers assist with customisation and data migration, making it easy to set up workflows and ensure a smooth transition.
6. Regularly update and optimise. Continuously refine your CRM to keep up with business growth and evolving customer needs.

Final Thoughts

Whether you need a CRM for managing leads, tracking sales, or handling customer service, investing in a customisable CRM platform ensures flexibility and efficiency. By selecting the best fully customisable CRM software and implementing smart customisation strategies, you can streamline operations and drive growth successfully. If you’re looking for an efficient CRM with customisable workflow options, explore the solutions mentioned above and find the perfect fit for your business needs.