The commonest type of CRM is SaaS: a subscription service. We dislike SaaS in general for a number of reasons.
We offer alternatives that we believe are better and more cost effective.
One alternative is to use an open source system. Unlike SaaS you can adapt the system to your needs if necessary. Recurring costs are minimal. Initial costs are somewhat more than SaaS, but could be as little as hundreds of pounds so the pay back period in saving over SaaS could be just a few months. If you are considering this route we would recommend looking at an open source ERP system which gives you the option of adding other functionality (accounting, purchasing, supply chain etc.) to the system.
Another alternative is a custom built system. This is more expensive, but there will be other cost and productivity advantages.
Unlike an off the shelf CRM, the workflow does not have to fit into a predetermined pattern such as the pipelines and stages paradigm, which is some form underlies most SaaS CRMs. A custom system can deal better with workflows that extend to post sales service, or multiple actions in parallel, or storing required documentation. A good example that we have dealt with is a property rental business (in the UK) needs to both check "right to rent" documentation and carry out credit checks. If you want to do these in concurrently a system that assumes a strict sequence of actions will fail to cope.
A custom designed system will give you also give options such as allowing users to upload scans of documentation, or completely integrate a help system into the the CRM.
By adapting the system to your workflow and terminology, your staff do not need extensive training to use the system. You will have worked with us to decide how it works: what it does, and how.
Finally, you keep your options open. Your own data in your own system means you are not tied to us (other developers can work on it) or to the system. If your needs change you have enough control to migrate the data elsewhere.
More than CRM
We can provide integration with existing systems: websites, accounting systems, booking systems, existing databases, document management, cloud storage... whatever you have can probably be integrated.
We can also develop systems that combine CRM with other functionality. For example, we have developed several websites with CRM like features such as booking and payment systems that will take a sale through multiple stages from enquiry to negotiation to order to payment.
Our incremental development approach means that you do not make a heavy financial commitment at any stage. We will start with a low cost prototype, then add features to make create a minimal viable product, then incrementally add features to develop a complete system.
This means that you can see the project is going in the right direction at each stage. No long term contracts, no commitment to pay for anything past the next milestone. You can pull the plug at any time.
Finally, while cost obviously depends on your needs, our use of modern development frameworks means that we are also productive, and our solutions will be more affordable than you may think. A higher upfront cost, but almost negligible development cost.