CRM Development Process
Requirement Gathering & Analysis
Understand business workflows, customer journeys, data needs, and automation requirements. Identify must-have modules like leads, sales, support, reporting, or integrations.
System Architecture & Planning
Define the CRM structure, database design, user roles, and feature roadmap. Plan integrations with external tools (email, payment systems, marketing platforms, etc.).
UI/UX Design
Design intuitive dashboards, forms, pipelines, and user journeys that make managing customers easy and efficient.
Core Development
Build the CRM modules such as lead management, contact management, sales pipelines, tasks, activities, reporting, and automation flows. Implement user roles, permissions, and workflows.
Integration Setup
Connect third-party services like emails, chat systems, analytics, payment gateways, marketing tools, and custom APIs to streamline operations.
Testing & Quality Assurance
Perform functional, workflow, security, and performance testing to ensure the CRM runs smoothly and handles real-world use cases.
Deployment & Data Migration
Launch the CRM in the production environment and migrate existing customer data safely and accurately.
Training & Onboarding
Guide teams on using the CRM efficiently with training sessions, documentation, and onboarding support.
Maintenance & Continuous Optimization
Monitor system performance, add new features, optimize workflows, and provide ongoing support for evolving business needs.

