Blog Summary for Busy Readers (TL;DR): Lead generation is the primary step of every business. Whether a corporate, healthcare, EdTech, retail, or any other business, Customer Relationship Management (CRM) is the core need. Since Leads have varying sources, maintaining a comprehensive record becomes difficult. While ready-to-use CRM software solutions can be a misfit, custom software development can prove a boon for efficient business management.
Imagine you are running a business. And by God’s grace, you are generating high-quality business leads from multiple channels. WhatsApp, Email, Phone Calls, and Social Media Accounts are all treasure of quality leads for you. Suppose generating 10 leads a day.
Within 10 days, you will have 100 leads in hand. Every business leads with personalized product/service requirements. Naturally, every prospect will expect a personalized solution from you.
But what if your CRM solution does not provide you with that level of perfection? No scope to note down the personalized requirements, does not send real-time reminders, and makes different team members work on the same leads. Or does the subscription to an off-the-shelf software make you pay through your nose?
Soon, either the leads will start slipping out of your hands, or you will end up working 24/7 with almost no accuracy manually. Certainly, CRM is the most crucial enterprise software for a business deciding its success and failure.
But why torment yourself so much? In the era of custom software development, a ‘personalized’ user experience in real-time is no longer unattainable.
Table of Contents
How Does Custom Software Development Work for Efficient CRM?
The purpose of having a customised software product is to get a tailored user experience. Therefore, with a custom CRM software, the user gets a more personalised user experience. Simply put, the user can find the solution to all his/her business management needs.
While most of the subscription-based CRM systems may or may solve up to 99% of business management problems. Still, achieving 100% satisfaction is not always possible.
Custom software products, on the contrary, provide 100% satisfaction, as a software development company tailors it to your order. Now, let’s understand better with hypothetical case studies how custom software works for higher user satisfaction.
Case Study #1 Real Estate & Custom CRM
In Dubai, there are many Real Estate firms. Since the government of the UAE is planning to develop smart cities, property investment has peaked in urban cities. No, suppose a small real estate firm tracking its leads generated from multiple channels- WhatsApp, Facebook, Instagram, LinkedIN, and Phone calls.

There are 5 agents in the firm handling leads manually. Therefore, they often end up calling the same leads multiple times. Also, they occasionally forget to take follow-ups as they do not get a personalised reminder. As a result, the business finds it difficult to manage.
How A Customised Software Works Magic?
Soon, the friend of the real estate business’s owner, who runs a custom software development company in Dubai, shares a CRM development idea. He instructs his team of software developers to make a software app that-
- Combines leads from multiple channels to a single dashboard.
- Let the owner/manager assign an agent for a specific lead.
- Allow the lead manager (the assigned agent) to add notes (remarks from customers)
- Update the status of the lead as ‘Attended’ or ‘Pending’
- Sends real-time push notifications to remind the agent to take follow-ups
- Anytime, Anywhere Accessibility via smartphone
The business uses the custom CRM software for the Real Estate business and sees improvement within a month. For three months, the business calculates the following outcomes-
- 55% Improvement in client communication
- 40% Increased follow-up rates
- 60% Better response from the prospects
- 30% boost in sales.
That’s how customised software helped a real estate business provide a better customer experience and achieve higher business efficiency.
Case Study #2 Healthcare & Custom CRM
Healthcare is a basic need all around the globe. According to reports, in 2025, the Healthcare industry stood as the 5th largest industry in the world by revenue, securing AED 1,968.55 billion of market capitalization.

Certainly, every day, even a small healthcare business such as a local clinic, schedules hundreds of appointments. Now, let’s consider a mid-sized hospital in the USA. Every day, it schedules over 1200 appointments for different departments.
Unfortunately, no ready-to-use CRM offers a perfect subscription plan for the required scale at a reasonable price. Eventually, the hospital struggles with overlapping appointments, lost patient history, and delayed follow-ups.
Eventually, poor patients have to keep their prescriptions safe, share them with the doctor every time they visit, and they skip follow-ups, and hence feel neglected. Soon, this hospital might get abandoned due to poor patient experience.
How A Custom Healthcare Software Development Company Helped?
Suddenly, one day, the business receives a call from a custom CRM software development Company, experienced in healthcare CRM software development! Their team promises that they can provide the hospital with-
- HIPAA-compliant software that
- Schedule appointments automatically
- Shares the appointment schedule with the respective doctors
- Maintains Electronic Health Records (EHRs)
- Connect EHRs with the patient’s government ID or phone number
- Makes EHRs accessible at a click
- Sends real-time push notifications to doctors and patients for follow-up
- Requires a one-time lump-sum payment of around AED 200,000
- Needs no monthly subscriptions
The hospital agrees, and in just 2 months, it calculates 90% improved workflows with a 40% hike in patient satisfaction. This way, a tailored CRM solution helped the hospital maintain a reasonable operational cost without compromising the quality of services. The hospital now maintains much better customer relationships.
Case Study #3 EdTech & Custom CRM
The education sector is probably the weakest in leveraging automation solutions. Especially in India, the EdTech industry still relies upon manual lead generation and tracking.

Even large-scale EdTech companies generate leads manually through webinars, student fairs, and printed ads.
Consider the case of a large coaching institution in India. It collects leads from on-site events. They maintain registers and phone numbers of the students for follow-ups. After a one-time call, tracking the number of follow-up calls becomes totally unmanageable.
The admission counselors often end up either calling the same students repeatedly or not calling some students at all. This leads to poor management and unfulfilling admission drives.
Customised CRM Solution for EdTech & Coaching Centers
The institution researched different off-the-shelf CRM, but for such a large student base, no CRM seemed budget-friendly, scalable, and compatible.
Moreover, since the institution was also planning to take its business model towards EdTech with an LMS, it could not find a seamless integration of CRM in the market.
Then, the institute approached a software development company and shared its problem. The software developers at that company ideated a CRM which-
- Integrates with the LMS
- Architected with microservices, therefore, it handles a large-scale database effortlessly
- Divide and assign different counselors to handle different students
- Allows online admission documentation and student KYC
- Maintains a record of student assessment even after admission
The institution finds a perfect CRM + Student Management system for a 360-degree management. Within 2 months, the admission process becomes hassle-free.
Case Study #4 Hotels, Restaurants & Custom CRM
Hotels and restaurants are almost a basic need for everyone. They are a major source of entertainment and leisure during the outings. However, the industry provides leisure to the diners and tourists, but it struggles to manage such a large crowd behind the scenes. Let’s check out another hypothetical case study.

A hotel in Sharjah, UAE, has multiple branches. On average, it serves around 7000 diners daily. Also, since the hotel serves gourmet food, many tourists often return here. The hotel managers find it tricky to remember their diners. Also, they feel a little guilty as they find it difficult to provide a personalised experience to the diner.
Additionally, the hotel is already using a renowned CRM, which allows the business to manage orders, simplify billing, and keep track of the inventory. But, still, whenever a regular diner comes and asks for the same food he had earlier, the hotel fails to maintain the consistency. Eventually, it starts losing its regular customers gradually.
How A Customised CRM Software Development Company Helped?
Since a normal CRM was already helping the hotel, its main concern was providing a personalised experience to its diners for better services. The hotel approached a software development company in UAE. This company presented a plan to develop a customised CRM such that it-
- Manages orders
- Generates online invoices
- Has POS features
- Let’s let the diner pay with a QR code
- At the time of order placement, the CRM lets the waiter take digital notes about the diner’s food choices and preferences (less spicy, more spicy, food allergies, etc.)
- Next time, when the diner comes, it sends a notification to the waiter about the food preferences.
- Additionally, it lets the diners provide their feedback at the time of payment.
The hotel agrees to get the CRM and notices a 50% better customer experience in just one month. Now the hoteliers are able to know their customers better and offer them a personalized experience. Eventually, they improve their sale and also generate more revenue across all their branches.
Case Study #5 E-Commerce, Retail & Custom CRM
Post-COVID-19, the e-commerce sales skyrocketed. Even today, the trend of online shopping still has a craze among people.

Additionally, now buyers have started to spend more on their healthcare, well-being, and grooming after such a tormenting pandemic. Eventually, the retail industry has also seen a boom.
As a result, handling such a large customer base has become hideous for the e-commerce and retail industry. Here is another hypothetical case study for you.
Alex, a college graduate who started selling handmade soaps and jewellery in her final year of college, decided to take her business online after receiving good feedback from her existing customers she made in the college feast.
She leveraged Shopify, a renowned DIY e-commerce website maker. Initially, she used the built-in analytics of Shopify, but to scale up, she shifted to a globally renowned CRM.
Alex’s products were really nice, and soon she started getting more orders. However, when she tried to scale up further, the subscription to the CRM felt like it was never-ending. Rather, it was increasing day by day. She felt financially unsatisfied.
Then Came A Custom CRM Software Developer into Her Life
One day, she met her college friend Elina on public transport. Elina was the first division graduate from her college. They both had pursued technical education, and Elina continued the niche by becoming a software developer.
Alex told Elina about her pain from extravagant subscriptions. She also reported that some of the features in the off-the-shelf CRM are not even useful for her, such as
- Advanced multi-currency management, but she only sells in AED.
- Complex sales pipeline automation, designed for large B2B companies.
- Enterprise-level integrations with tools like SAP or Oracle, which she doesn’t use.
- Call center management modules, while she handles queries herself with WhatsApp and Instagram.
- Team hierarchy mapping, when she is a solo entrepreneur.
Then, Elina showed up with a Custom CRM solution. Elina promised her that she would prepare an MVP CRM fit for her business with the features she wants for just AED 25,000, which will be a one-time investment. As a friend, Elina also promised Alex that she will offer free scaling up when she requires.
Alex agreed and waited for 4 months. 4 months later, Elina deployed her new Customised CRM to her website. When Alex used it for 1 month, she felt like she was able to
- Manage orders effortlessly
- Plan better loyalty programs
- Improved customer experience
- Carefree, as she had to pay no subscription fees
Then, Alex thanked Elina and embraced the custom CRM wholeheartedly.
Case Study #6 Banking, Finance & Custom CRM
The banking and finance sector is the lifeline of the entire world. Without money deposit, transaction, and loan services, life becomes unimaginable. The next case study is the story of Moustafa, a bank manager in Ahmedabad, India.

Moustafa sanctions hundreds of loans every day, making generous commissions every month. One day, a very rich-looking man approached Moustafa for a handsome amount of loan. The man came with glowing skin and glowing documents. Everything seemed perfect!
Moustafa sanctioned the loan within 24 hours. However, one month later, when the first EMI skipped. Moustafa was too late to realize that no EMI was going to be paid. He was tricked!
However, the branch manager admitted that Moustafa was not the only one responsible. Rather, the weak system also played a crucial role.
How A Customised CRM Helped?
Then, the branch manager researched the market and found out that he could get a customised software for
- Fraud detection
- EMI reminders
- Duplicate Application tracking
- Identity verification and KYC
- Credit score calculation
- Background verification
- And loan lead management
So, he researched for a suitable banking software development company and found a good company for his budget, timeline, and product expectations. The company provided the bank with a custom CRM software with all the functions above in 5 months.
5 months later, when the bank started to use the CRM, it found out that every month, it was receiving 10-15 duplicate loan applications from different IDs.
When the manager dug the matter further, he figured out that the bank could lose around AED 1 million in just the first quarter.
According to a TNIE article, in the Financial Year 2025, the bank fraud amount rose to AED 15.85 billion. Clearly, banks in India need to stay careful.
Coming back to Moustafa’s case, the bank could eliminate the chances of fake loan sanctions by 99.99% with a customized CRM solution. Also, they improved loan management and general management of their bank branch by 70%.
So, Is Custom Software Development A Better Solution?
Clearly, all the above cases prove that custom software development is the key to getting the most desired features and functions in a software program. While a ready-made software program can provide 99.99% of user satisfaction but it. It can never provide 100% user satisfaction.
Especially, Customer Relationship Management Software plays the most crucial role in a business. The right CRM solutions can take a business to its ultimate heights with efficient lead management and eliminate duplication flaws, poor lead management, and non-transparent communication. Customised CRM always has an edge over the ready-made CRMs.
So, yes! Custom software application development is a better solution for higher user satisfaction and tailored experiences.
Therefore, one must approach a reliable custom software development business and get a tailored solution for better business management.
How Does A Custom Software Development Company Work?
To get a customised software product, you will need to hire a custom software development company. A custom software developer works closely with your instructions.
Custom software companies use a systematic process that leads to higher client satisfaction. Here is a step-by-step breakdown of how custom software development teams work on your project-
#1 Requirement Gathering & Basic Documentation
As you approach a team of custom software developers, you will first interact with their consultation experts. These experts will gather your requirements and document them.
Then, they will discuss the requirements with the graphic designers, software developers, and market research team.
This way, they will list down the right technology stack for your project and will estimate the project cost and timeline.
Then, they will document all these pieces of information in the Business Proposal document and share it with you.
After that, you can connect with them on phone calls and video conferences to negotiate.
#2 UI UX Designing & Software Prototyping
Once both parties (you and the provider of software development services) finalise the Scope of Work (SoW), project timeline, and budget, the company will begin with the software UI UX design process.
During this phase, the graphic design team will prepare the Figma design of the entire software. It will be like a whole blueprint in which you can see how the software User Interface (UI) will look.
The design can also provide you with a prototype, which will be clickable, and you will be able to understand how the software will function post-development.
During this phase, you can sit with the graphic designers and offer your feedback and suggestions. You can also ask for iterations.
#3 Custom Software Development Process Begins
After finalising the UI/UX design and user flow above, the software engineering team comes into action.
They start writing the code from scratch, and during this phase, they work on the backend and front-end of the custom software.
For software development, the right team will use an accurate methodology to software development. It can be a traditional one, like a waterfall or any agile methodology.
The choice of methodology depends upon the level of the project complexity and estimated timeline, and budget.
During this stage, you can connect weekly or fortnightly with the software development team and take follow-ups on the progress.
Also, you can offer minor feedbacks and suggestions at this stage too.
#4 Robust Testing for Quality Assurance
Once the the software product is ready to lauch, install, and use, the testing phase begins. The testing engineers will now test the product and find out glitches (if any). Then, the team rectifies these issues and ensures that the software works smoothly.
Manual testing and automation testing, both can be the part of testing process. Including both methods double ensures the quality of the software product.
#5 Launch & Post-Launch Support
Once, the software pases all the quality standards, the software development company launches the product. Also, they will provide you with the product demo and assist you in the installation process.
Also, a professional company will also offer technical support after the launch of the product. So, even in the future if you need any product update or face a troubleshooting issue, then the company will help you in the same.
Let’s Connect to A Reliable Software Development Company!
Do you also feel unsatisfied with the existing business software solutions or you do not have a business management software at all? Whatever maybe the hurdle in efficient business management, you can overcome the same with custom software development process. So, choose the right software engineering partner for your business need and boost your management, efficiency, productivity, and also the revenues.
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