Top 10 Customizable CRM Software Systems in 2024

Ehsanuls55 · Post by **Ehsanuls55** » Sat Jan 25, 2025 6:40 am

There are plenty of powerful CRM software for businesses to manage sales workflows efficiently. We have put together a list of the best customizable CRM tools that are about to redefine the landscape of sales team and customer management.

1. ClickUp*
Keep your project management and CRM tools in one platform, ClickUp
Try ClickUp CRM
Keep your project management and CRM tools in one platform, ClickUp

ClickUp's custom project management platform doesn't just manage tasks, it offers a fully customizable collaborative CRM system tailored to your sales team's unique workflow and preferences.

With the ClickUp CRM solution for teams, you can take advantage of customizable views and dashboards to design a customer relationship management tool that perfectly reflects your operating style.

This customization capability allows businesses to focus on the data that matters most to them, ensuring chief vp operations email list informed decision-making.

The platform's robust automation features and custom fields allow you to create a CRM system dashboard as unique as your business, improving effectiveness and efficiency by streamlining the mapping of sales processes .

Plus, built-in AI assistance ensures teams save time and effort on everything from writing emails to determining task progress.

_With ClickUp we can show what has happened with our initiatives in a regional view or a campaign view. This includes seeing what types of activities we are running and what stage of the funnel we have tagged them in. This way, senior managers can easily understand the status of a project.

Daria Girju, Finastra

The Best ClickUp Features
Real-Time Tracking : ClickUp's customizable Dashboards allow you to select from over 50 customizable dashboard widgets to create high-level views of critical metrics such as customer lifetime value, average deal size, sales performance, and more. Teams can get all of their critical sales and marketing metrics in one view, which updates in real-time.