Custom CRM or a ready-made one?

How ready-made CRMs charge

Most ready-made CRMs charge a fee for each user, every month or every year. The price goes up with the plan, and many useful features are only in the higher plans.

Prices change often, so check the current price page of each CRM. Then multiply by the number of people in your team and by 12 months.

When a ready-made CRM is enough

• Your team is small and your sales process is simple.
• You need to start this week.
• The standard pipeline and reports fit the way you work.

When a custom CRM is better

• Your process does not fit a standard pipeline, for example admissions, hiring, site visits or bookings.
• Your team pays for many seats but uses only a few features.
• You need it to connect to your own website, WhatsApp or other software.
• You want to own the system and the data, with no fee per user.
• You need strict access rules or data stored in a place you choose.

What a custom CRM costs

A custom CRM has a build cost and small running costs for hosting. The build cost depends on how many leads and how much data you manage, and on the features you need.

At CodeSavvy, you get a written plan and price before any work starts.

Questions to ask before you choose

• How many people will use it in two years?
• Which steps does your team repeat every day?
• Which tools must it connect to?
• Who must see which data?
• Can you move your data out later?

Can you switch later?

Yes. Data from spreadsheets or a ready-made CRM can be imported into a custom CRM. Many businesses start with a ready-made CRM and move when it no longer fits.