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CRM System Customization

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Make Your CRM Truly Yours

Out-of-the-box CRMs often fall short. Macdosoft’s CRM customization services fine-tune your system whether it’s Salesforce, HubSpot, or another platform to match your workflows and maximize impact.

What We Offer

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    Custom Fields & Modules Tailor data tracking to your needs.
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    Workflow Automation Automate repetitive tasks like email follow-ups.
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    UI/UX Tweaks Dashboards and layouts your team loves.
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    Reporting Enhancements Bespoke analytics for deeper insights.
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    Scalability Customizations that evolve with you.
What We Offer
Our Process

Our Process

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    Needs Analysis Identifying customization goals.
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    Design Mockups for new features or layouts.
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    Development Coding or configuring changes.
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    Testing Ensuring stability and compatibility.
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    Training Guiding your team on new functionality.

Technologies

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    Platforms Salesforce Apex, HubSpot Workflows
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    Languages JavaScript, Apex, PHP
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    Tools Visualforce, Lightning Components
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    Databases SQL Server, MySQL
Technologies
Benefits

Benefits

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    Perfect Fit Aligns with your unique processes.
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    User Adoption Intuitive changes boost team buy-in.
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    Efficiency Saves time on daily tasks.
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    Growth-Ready Scales with your business.

Case Study

We customized a Salesforce CRM for a financial services firm, adding custom risk assessment modules that cut analysis time by 20%.

Make your CRM a powerhouse. Contact Us now.

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