Monday.com is a widely used work management platform with CRM functionality built on top, giving businesses visibility over leads, tasks and projects in one place. For teams who want that general flexibility, it's a capable tool. If you are looking for a system built specifically around managing customer relationships and the operations that sit alongside them, here is what a custom CRM from Studio44 can offer.
Rather than a general tool adapted to cover CRM, we build a system designed specifically for how your business manages customer relationships and the work that follows from them. Your pipeline, your records and your workflows are built around your process from day one.
Our systems almost always handle more than just the pipeline and move into being core operating platforms for our clients. As an example, we have built a system for an insurance business that manages quoting, invoicing and policy documentation together, all tied to the customer record. If your business needs quoting, document generation or invoicing built into the same system as your customer relationships, we build that in from the start rather than fitting it around a tool built for something broader.
We build integrations around your custom system so data moves between your accounting software, email marketing platform or other tools exactly how you need it to, rather than being limited to whatever a general platform happens to support.
If you would like to explore what a system built specifically around your customer relationships and operations could look like, we would be delighted to talk through options with you.
Studio44 have been developing bespoke CRM systems for many years and have worked on a wide range of successful projects in that time. If you'd like to talk through what a custom CRM could look like for your business, get in touch, we'd love to help.
Insights & resources
We speak to a lot of trade and construction businesses looking into job management software, and one of the most useful conversations we can have early on is about which features actually matter for their business, rather than assuming more functionality automatically means a better system. Here is what we would prioritise.
Studio44 InsightsWorkpal is used by a range of trade businesses for scheduling and job tracking, covering the day to day basics most trades need. If you're looking for a system built specifically around how your team works, here's what a custom scheduling and job tracking system from Studio44 can offer instead.
Studio44 InsightsSimpro is a comprehensive job management platform, used by trade and construction businesses that need job costing, scheduling and reporting in one place. If you're looking for a system sized and shaped specifically around your business, here's what a custom job management system from Studio44 can offer as an alternative.
Studio44 InsightsBigChange is a well established name in job management software, used by a broad range of trade and field service businesses across the country for scheduling, quoting, invoicing and engineer tracking. If you're looking for a system built specifically around your trade rather than a broad, general platform, here's what a custom job management system from Studio44 can offer.
Studio44 Insights