Jonathan Richter Winnona Partners CEO crossing arms in front of white backgroundJonathan Richter Winnona Partners CEO crossing arms in front of white background

CUSTOM CRM DEVELOPMENT: SOFTWARE THAT FITS YOUR BUSINESS PROCESS

SAVE MONEY EVERY MONTH AND SIMPLIFY THE WAY YOU DO BUSINESS

SCHEDULE A CONSULTATION!
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CAN A CUSTOM CRM HELP YOU LOWER COSTS AND SAVE TIME?

YOUR MONTHLY CRM EXPENSES SHOULDN'T HINDER YOUR BUSINESS GROWTH

When companies surpass the 10 employee mark, the cost of their CRM becomes expensive and unmanageable.

If you're like many business owners, at least one of the following is true:

  • You have to pay for every user that needs access to the software
  • You're getting charged for too many CRM features that you don't need or use
  • You're constantly having to adapt your business process to fit the way your CRM features work
  • You have ideas for features that your CRM doesn't have or can't support
  • You're wasting valuable time switching between multiple systems rather than viewing everything in one place

We believe that you shouldn't have to pay more money every time you need to add a new user to your software system.

CALL WINNONA PARTNERS

CREATE A POWERFUL CRM YOUR WHOLE BUSINESS WILL LOVE

WITHOUT HAVING TO PAY THOUSANDS OF DOLLARS EVERY MONTH FOREVER

With our CRM development, everything is custom-coded to fit your business needs. And unlike large SaaS companies like Salesforce and Hubspot, you get to choose which features you want, and how they need to work.

Here's just some of the most popular custom CRM features people request:

  • Contact Management
    • Fully manage a list of Leads, Clients/Customers, Referrals, & more
    • Prevent duplicate contact issues
    • Include as much client information as you'd like
    • Add new contacts in record time with rapid client import
    • Delegate contacts to employees or teams so everyone is accounted for
    • Set and manage a contact's status throughout the customer lifecycle
  • Employee Management
    • Establish tiers of users and define their permissions
    • Easily grant or revoke permissions
    • View pages or data as another employee
    • Track the employee metrics that matter most so you know who's working on what and how much time is being spent
  • Opportunity Management
    • Manage a timeline of business stages and visualize your business at a glance
    • Trigger tasks or reminders at every stage to ensure things keep moving
    • Create email or SMS automations for each stage so you can update clients instantly
    • Generate quotes when documents or needs lists are completed so you can close deals faster
  • Task Management
    • Help your employees work more efficiently and cohesively with a robust task management system
    • Get notified whenever a task you assigned is completed, or whenever a new task is assigned to you
    • Leave comments and track the history of the task items so your team is always on the same page
  • Scheduling Automation
    • Automatically schedule a series of tasks, reminders, or documents whenever milestones are met or certain actions are taken
  • PDF Form Automation
    • Autofill those time-consuming PDF form fields with data you already entered into the system
    • Cut out the guesswork by letting the system generate all the forms that are needed for a specific type of transaction
  • Document Storage
    • Upload, store, and retrieve client documents quickly and easily whenever you need them
  • Business Process Automation & Simplification
    • Automate communication to assigned employees when a client reaches a new status or milestone
    • Leverage smart tech to expedite your approval and review processes
  • Analytics & Reporting
    • Track employee performance and lead conversions
    • View and filter data quickly and easily
    • Export your data as a .xls or .csv file
  • Invoicing & Payment Processing
    • Create client invoices and track their due dates
    • Send invoices automatically via email or SMS
    • Manage subscriptions or collect payment via Stripe integration
  • Communication
    • Automate your routine client communication via email or SMS
    • Allow your team to communicate effectively with Slack integration
    • Track and manage client calls more effectively with Twilio integration

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Became the #1 new construction real estate agent in San Antonio with a custom CRM

"The Winnona Partners team has helped me bring several projects to life and totally transformed the tech side of my business. They helped me automate a lot of my manual process and day to day operations, and now I have more time for my clients and actually growing my business. Seriously, these guys rock!"
Christopher Marti undefined Rebate Haus

Christopher Marti,

Rebate Haus

START YOUR CUSTOM CRM JOURNEY FOR AS LITTLE AS $5K

AND CUT YOUR RECURRING MONTHLY EXPENSES DOWN BY UP TO 90%

Finally, you get to call the shots and only pay for CRM features you need.

Want to start with a simplified CRM system and come up with any features you'd like in the future? We can help you do that!

Want to rebuild your favorite features from Salesforce into your own system and start paying less? We can do that too!

We enjoy working with clients long term. By taking the time to understand the ins and outs of your business process, we're more than just a team of developers–we see ourselves as partners that can help your business thrive.

If you're ready to invest in a custom CRM that will save you money long term and simply your business, give us a call today.

GET A FREE CONSULTATION