Step 1: Define Your Goals and Objectives Identifying the Purpose Let’s face it, before you dive headfirst into building a CRM software, you really need to think about what you want to achieve with it. Are you hoping to streamline your sales process? Or maybe improve customer communication? The clearer you are on your objectives, […]
1. Understand Your Requirements Identifying Core Features When I set out to create my own CRM software, the first step was identifying what features I truly needed. It’s easy to get carried away with fancy functionalities, but I focused on what’s essential for my business. For me, features like contact management, sales tracking, and basic
Identify Your Goals and Requirements Understanding Your Business Needs Before diving into the world of CRM software development, it’s crucial to take a step back and figure out what you’re really after. What problems are you looking to address within your business? Maybe you’re tired of juggling customer data across spreadsheets or finding it hard