Custom CRM
Win proposals & customers with ease and automation using a custom CRM software that's 100% tailored to you and your team.
Core Features and Capabilities
Don't settle for off-the-shelf
Core Features and Capabilities
Don't settle for off-the-shelf
Leverage Tadabase's All-In-One Solutions
Tadabase empowers businesses and professionals to tailor their CRM system according to their unique processes and data requirements. Whether you're a sales rep, admin, or business owner, our template enables seamless adaptation to follow your specific workflow.
Build Your Own CRM
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
Read More
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.
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.