Find Your Perfect Match
We Can Build a CRM From Scratch or
Modify an Existing One
With us, you can get the best-suited CRM solution for your organization, tailored to help you achieve your goals. Let us show
you how we call it custom or customized – we will help you find the perfect match for your business.
No CRM and Build From Zero?
Do you have complex business processes that require more than a standard CRM platform can offer? If so, we can build a tailored CRM for you!
Have a CRM but Need Customizations?
If the core functionality of a CRM is suited to achieve your goals, custom features and modules can be added to expand those abilities further.
Our Process
Our 6-Step Process For CRM Customization Services
From the discovery phase to implementation, delivery and ongoing support, we work closely with our clients to develop a CRM solution that streamlines their business operations and enhances their customer relationships.
Discovery Call
During this phase, our team and client will work together to understand the goals and needs of the CRM customization project. We will gather information about the client's business processes, customer base, and sales strategies to determine the scope of the project.
Retainer Plans
The client will select a suitable payment option before we start working on the project. Our retainer plans allow you to pay for our services with a contract, giving you access to ongoing support, regular updates, or additional customization.
Planning
We will create a detailed plan outlining the project scope and timelines. We will work with our clients to ensure that the plan meets their business needs and aligns with their overall goals.
Implementation
This is where the actual customization work takes place. We will configure the CRM system according to discussed requirements. This may involve customizing fields, creating workflows, or integrating third-party tools.
Testing & QA
A team of QA specialists will work on your CRM to test the new system or features to ensure that it meets the client's needs and functions correctly. Any issues or bugs that are identified will be addressed and fixed.
Ongoing Support
This is an ongoing phase where you will provide ongoing support and maintenance to your CRM system. This may include troubleshooting issues, making updates, or providing additional training as needed.
Our Unique Features
Why Choose Us
1
One-Stop Shop for All CRM Customizations
We have worked in all industry leading CRM systems and offering customizations since many years. Our team can transform needs of businesses of all sizes.
2
Experienced
Team
Our team comprises seasoned professionals serving real estate industry, offering invaluable insights and practical solutions for your goals.
3
Quick
Response
Our lightning-fast response time will ensure you get a response when needed. We guarantee an unbeatable turnaround time.
4
Tech
Support
Our Custom CRM comes with world-class tech support, ensuring a smooth transition after product delivery and ongoing help whenever needed.
5
Cost Effective
Solutions
We offer cost-effective solutions within your budget tailored specifically for each client while guaranteeing quality products and services.
6
100% Satisfaction
Guarantee
With our CRM customization services, we guarantee 100% satisfaction. We can offer revisions until our discussed product & quality meet your expectation.
Features Section
Explore Possibilities & Get Exactly What You Need with a Custom CRM
From initial design and set up, to customisation and integration, our team of experts is here to help you every step of the way. Whatever your requirements may be, we have a solution for you.
Sales Pipeline Management
Keep track of leads and prioritize which deals should be closed first. Identify potential roadblocks to find more sales opportunities and forecast future trends in sales activity.
Lead Management Systems
Enjoy smooth lead cycle management that evaluates, segments, and qualifies leads for your sales team. Make the most of engaged prospects and drive successful sales.
Project Management Systems
Create tasks, assign resources, and manage the progress of projects from start to finish. Automate notifications to teams, track metrics & give feedback on progress.
Staff & Team Collaboration
Share documents, assign tasks, track progress, and communicate efficiently. Be organized, access customer data, and work together productively with external integration.
REI Agent/Broker Management
Quickly search for customers by name, company, or contact, explore past interactions and insights into customer preferences, and create detailed reports for decision-making.
Rehab Project Management
Enjoy real-time tracking, budgeting, and reporting capabilities. Break down tasks, assign personnel for each task, monitor progress, and generate comprehensive reports.
Property Management
Manage multiple properties, track by their location, and check price and contact details. Live chat feature for customers and real-time analytics for decision makers.
Case Management System
Build an automated service to manage your support requests efficiently, offering customers log tickets, get real-time assistance, and accurate solutions for their queries.
Expense Management System
Manage, track & process expenses with an option to automate the approval cycles. Ensure compliance and generate automated reports to make budgeting strategies.
Integration Services
Seamlessly integrate your CRM with third-party applications such as ERP, business intelligence systems, and more. Automate processes and fetch data from external sources.
Sales/Marketing Funnel System
Improve conversions and enhance customer satisfaction with a personalized marketing/sales funnel for each customer by tracking data like purchase history or contact information.
Customer Segmentation System
Develop targeted campaigns with customer data segmentation and determine which customers are most likely to respond positively or identify loyal customers to offer discounts.
Let’s Explore Your Idea
StreamlineREI confirms every detail about the features you require.
Success Stories
Discover How Our Custom CRM Helped
Real Estate Wholesalers Achieve Success
Healthcare Industry
Cloud migration saves money for health insurer
Overview As a global player in the telecoms industry As a global player in the telecoms.
Cyber Security
Cloud migration saves money for health insurer
Overview As a global player in the telecoms industry As a global player in the telecoms.
Cloud Services
Cloud migration saves money for health insurer
Overview As a global player in the telecoms industry As a global player in the telecoms.
Get the Edge You Need with StreamlineREI’s Customized CRM Solutions
StreamlineREI has been in the business of CRM development for 14 years, and we have what it takes to transform your business operations. Whether you need a completely tailor-made CRM platform or just a few modifications to an existing one.
Testimonials
Words By Some Of Our Clients Who
Tested Our CRM Customization Services
We provide superior CRM customization services to the real estate industry, allowing businesses to make their customer relationship management systems more efficient and easier to use.
Gracjan Szymczak
Sanctus Capital
Quentin Solan
SOS Home Offers
Gambriel Mercado
Sanctus Capital
Vance Courtney
SOS Home Offers
Our Pricing Plan
Simple plans. Simple prices. Only pay for what you really need.
Basic
$1,000 /Year
- 24/7 Customer Support
- Medical Care Expenses
- Home-Visit Nursing Care
- Inpatient Meal Expenses
- High-Cost Medical Care
Plus
$1,500 /Year
- 24/7 Customer Support
- Medical Care Expenses
- Home-Visit Nursing Care
- Inpatient Meal Expenses
- High-Cost Medical Care
Advance
$2,000 /Year
- 24/7 Customer Support
- Medical Care Expenses
- Home-Visit Nursing Care
- Inpatient Meal Expenses
- High-Cost Medical Care
Basic
$500 /Year
- 24/7 Customer Support
- Medical Care Expenses
- Home-Visit Nursing Care
- Inpatient Meal Expenses
- High-Cost Medical Care
Plus
$1,000 /Year
- 24/7 Customer Support
- Medical Care Expenses
- Home-Visit Nursing Care
- Inpatient Meal Expenses
- High-Cost Medical Care
Advance
$1,500 /Year
- 24/7 Customer Support
- Medical Care Expenses
- Home-Visit Nursing Care
- Inpatient Meal Expenses
- High-Cost Medical Care
Basic
$1,000 /Year
- 24/7 Customer Support
- Medical Care Expenses
- Home-Visit Nursing Care
- Inpatient Meal Expenses
- High-Cost Medical Care
Plus
$1,500/Year
- 24/7 Customer Support
- Medical Care Expenses
- Home-Visit Nursing Care
- Inpatient Meal Expenses
- High-Cost Medical Care
Advance
$2,000 /Year
- 24/7 Customer Support
- Medical Care Expenses
- Home-Visit Nursing Care
- Inpatient Meal Expenses
- High-Cost Medical Care
From our blog
More Articles from
Resource Library
NEED HELP? WE GOT YOU COVERED!
FAQS
CRM customization is the process of adapting a CRM system to meet the specific needs of a particular business. This can involve adding new features, changing the way existing features work, adding more workflows and automations, or simply improving the existing process to feel more like the business’s brand.
Custom CRM services can help your business improve efficiency, productivity, and customer satisfaction by creating a system tailored to your needs. A customized CRM solution can automate processes, provide insights and analytics, improve communication, and integrate with other business systems to create a seamless experience for your team and customers.
It depends on the specific CRM platform and its capabilities. However, our team has experience customizing a wide range of CRM platforms, including Salesforce, HubSpot, Zoho, and more. Our collaboration aims to pinpoint the optimal CRM platform for your enterprise requirements and tailor it to your needs.
Yes, a refund is available if we have not started work on your project. Once we have started the work, we cannot provide a refund. We strive to provide high-quality custom CRM solutions that meet your business requirements and work closely with you throughout the process to ensure your satisfaction
The cost of CRM customization can vary depending on the scope of the project, the CRM platform being used, and any additional services or integrations required. We do provide customized quotes based on the client’s unique requirements but most of our clients appreciate the retainer plans we offer. There are three quarterly plans, BASIC, PLUS and ADVANCE and it gives flexibility to our clients to pick what best suites to their on-going needs.
We have a thorough requirements-gathering process where we work closely with you to understand your business processes, goals, and pain points. We then create a customized solution design document that outlines how we will tailor the CRM to your specific needs. We ensure that the final solution meets your requirements by providing regular updates and opportunities for feedback throughout the customization process
We offer various support and customization retainer plans to subscribe. Tech Support have yearly plans and customization comes under quarterly retainer plans. Every client has an option to opt for one of these plans to stay in touch with our support team. They are waiting for your tickets or change requests to respond. Each issue is addressed properly and a change request is sized and timelines are shared before commencing any work. This applies to bug fixes, new feature requests, upgrades and ongoing system enhancements.
The extent of personalization for any particular project depends on the complexity of the requirements and which CRM platform is employed. We normally divide a project into small deliverables, and start delivering changes within 1-2 weeks. We will supply you with a comprehensive project plan and timeline during the initial consultation.
NEED HELP? WE GOT YOU COVERED!
FAQS
CRM customization is the process of adapting a CRM system to meet the specific needs of a particular business. This can involve adding new features, changing the way existing features work, adding more workflows and automations, or simply improving the existing process to feel more like the business’s brand.
Custom CRM services can help your business improve efficiency, productivity, and customer satisfaction by creating a system tailored to your needs. A customized CRM solution can automate processes, provide insights and analytics, improve communication, and integrate with other business systems to create a seamless experience for your team and customers.
It depends on the specific CRM platform and its capabilities. However, our team has experience customizing a wide range of CRM platforms, including Salesforce, HubSpot, Zoho, and more. Our collaboration aims to pinpoint the optimal CRM platform for your enterprise requirements and tailor it to your needs.
Yes, a refund is available if we have not started work on your project. Once we have started the work, we cannot provide a refund. We strive to provide high-quality custom CRM solutions that meet your business requirements and work closely with you throughout the process to ensure your satisfaction
The cost of CRM customization can vary depending on the scope of the project, the CRM platform being used, and any additional services or integrations required. We do provide customized quotes based on the client’s unique requirements but most of our clients appreciate the retainer plans we offer. There are three quarterly plans, BASIC, PLUS and ADVANCE and it gives flexibility to our clients to pick what best suites to their on-going needs.
We have a thorough requirements-gathering process where we work closely with you to understand your business processes, goals, and pain points. We then create a customized solution design document that outlines how we will tailor the CRM to your specific needs. We ensure that the final solution meets your requirements by providing regular updates and opportunities for feedback throughout the customization process
We offer various support and customization retainer plans to subscribe. Tech Support have yearly plans and customization comes under quarterly retainer plans. Every client has an option to opt for one of these plans to stay in touch with our support team. They are waiting for your tickets or change requests to respond. Each issue is addressed properly and a change request is sized and timelines are shared before commencing any work. This applies to bug fixes, new feature requests, upgrades and ongoing system enhancements.
The extent of personalization for any particular project depends on the complexity of the requirements and which CRM platform is employed. We normally divide a project into small deliverables, and start delivering changes within 1-2 weeks. We will supply you with a comprehensive project plan and timeline during the initial consultation.
