Are you unable to find a CRM which matches your business requirements? Then, it's time to opt for a custom CRM solution! One of the main purposes of a CRM software is handling customer relations without any pitfalls. Each user will have their own unique requirements to handle their client communication.     

 To what extent can a CRM be customized? CRM can be customized to various levels. The customization can be done at three levels, depending on the difficulty for implementation.    

 1.Custom Fields: In a CRM software fields are data titles under which customer account information can be stores. It is possible to add or remove fields into an existing standard CRM according to the requirements of the client.   

 2. Incorporating tools: This level includes adding tools and charts that are relevant to the client’s business. Mathematical as well as analytical tools can be included in CRM software. 

 3. Integration of third party tools and services: Different third party tools and services can be integrated to the CRM to get more meaningful data into the CRM for better analysis.  

 Customization makes the CRM more desirable as requirements for users especially in the financial industry like investment managers can be satisfied to an extent. Financial industry focuses on handling the monetary resources of the client. Unlike other industries, the financial industry requires continuous customer service and follow-up. Financial industry-specific CRM can be used in investment firms, lending and banking firms. These firms can use CRM as a centralized solution for customer information handling.  

For the financial industry, the need for custom CRM is very high. The industry demands unique solutions to deal with client data. Adding and removing custom fields to the CRM is the first level of customization which will help the investment managers and other financial professionals to track the required client information. Another level is incorporating tools in CRM. Incorporating tools and charts in CRM will help financial professionals in analyzing client data easily. Integration of third-party tools and services with CRM will help smooth functioning and automation of CRM software.    

 Nexgen CRM is a customizable customer relationship management software. Its features include an intuitive user interface, communication management, lead & opportunity management, calendars with alerts and notifications, interaction tracking. Nexgen CRM is a very affordable solution specially tailored for the financial industry which allows customization of fields and incorporation of tools & charts. If you are looking for a CRM software for the financial sector which is simple and customizable, then Nexgen CRM is the right option for you.