Accelerate your business and unleash its potential with our no-code, LLM-driven customized CRM that aligns with your business objectives.

Create customize CRM solutions that mirror your business

1: Create application

Drag and drop to create
form and application in your way.

2: Apply work flow

Apply your business logic
based on the business needed.

3: Share

Share to the organization and user,
track the process, review, and approve.

4: Data analysis

Analyze trends and bottlenecks with AI.
Measure your data in full detail.


Why customize CRM solution

A customized CRM solution aligns with unique business needs, tailoring features and workflows for efficient customer management and data integration. It streamlines processes, fosters better customer relationships, and enhances productivity, ultimately offering valuable insights that drive informed decision-making and business growth.





Drag & drop to create custom CRM

CubeDrive platform allows business create the CRM application with drag and drop method. User can add fields, define custom data workflow, share to the organization, and the customized CRM solution is ready to be used. The data is collected however you like, and transferred into your logic without code.




Empowering Businesses With Custom CRM Solutions


Client case management

Keep track of all your client cases in one place, supplementing your lead nurturing and engagement strategies.

Sales Tracking

Monitor sales pipelines and set goals based on real-time data, allowing you to swiftly adapt to evolving market changes.

Customer Support

Boost your customer service by efficiently managing support tickets and proactively addressing urgent customer needs.

Task Management

Efficiently manage team tasks and enhance productivity with streamlined workflows and advanced task collaboration tools.

Reporting & Analytics

Gain crucial, valuable insights into your business performance with detailed custom reports and interactive dashboards.

Workflow Automation

Increase efficiency by automating daily business activities, freeing up valuable resources to focus on higher-value tasks.

Forecasting

Predict future sales trends based on historical data, enabling you to optimize sales strategies for sustainable growth.

Document Management

Store and manage important customer documents in a centralized location, ensuring easy access for authorized users.

APIs Integration

Integrate all essential business processes and data into your custom sales CRM through APIs for smoother workflows.


Here's what the Director of Volunteer Ottawa, Amy VanTorre, has to say about our solutions and services.


I cannot thank you enough for your help getting us to this point! There have been a lot of little changes and tweaks, but this system is a huge step forward for us. It's very flexible and easy to customize.

Frequently Asked Questions

A custom-built CRM is a personalized software solution designed to perfectly fit your organization’s specific requirements. It enables efficient management of customer data and interactions, offering tailored features, integrations and reporting capabilities for optimized customer relationship management.

Customize CRM solutions enables business to tailor their strategies to their specific needs and maximize their potential. Here are lists key reasons why businesses might opt for a customized CRM solution:

  • Specific Business Needs: Every business has unique processes, customer interactions, and management styles. A customized CRM can be tailored to fit these specific requirements rather than using a one-size-fits-all approach.
  • Enhanced Integration: Businesses often use a variety of software tools. A customized CRM can be designed to integrate seamlessly with existing tools (like ERP systems, marketing software, or data analytics platforms), reducing the complexity and inefficiencies of working with disparate systems.
  • Scalability: As businesses grow, their needs evolve. A customized CRM can be scaled and adapted over time to accommodate new business processes, departments, and user roles without compromising performance.
  • Better Customer Service: A CRM tailored to a business’s specific customer service processes can enhance customer satisfaction by providing more personalized and effective service.
  • Data Insights: Custom CRMs can be designed to capture and analyze the specific data points that are most relevant to the business, providing deeper insights and more actionable intelligence.

Customize CRM systems are designed for businesses or organizations that require a more tailored approach to managing their customer relationships, data, and processes. Here are some specific groups or situations where a customized CRM is particularly beneficial:

  • Industries with Unique Processes: Some industries have unique needs and workflows, such as healthcare, real estate, financial services, or manufacturing. These industries benefit from CRM systems that are customized to handle their specific regulatory, operational, or customer engagement requirements.
  • Businesses with Specialized Sales Cycles: Companies with non-standard sales cycles, such as those that sell bespoke products or services, require CRMs that can adapt to their specific sales processes and customer follow-up strategies.
  • Organizations with High Customer Interaction: Businesses that engage heavily with customers, such as those in the service industry, benefit from CRM systems that can provide detailed customer insights and support personalized interactions.
  • Companies Requiring Advanced Integration: Businesses that use multiple software systems need a CRM that can seamlessly integrate with their existing infrastructure to ensure smooth data flow and maintain efficiency across all platforms.
  • Businesses Focusing on Growth and Scalability: For companies planning to scale up their operations, a customizable CRM can grow with them, adapting to new business models, markets, or customer segments without needing to switch to a new system.
  • Companies Seeking Competitive Differentiation: Organizations looking to differentiate themselves through superior customer service, innovative sales techniques, or unique marketing strategies often require the flexibility that a customized CRM provides.

CubeDrive provides a flexibility way for the business to customize their CRM applications.

  • Platform Capabilities: CubeDrive offers extensive customization options. As a no-code platform, it enables businesses to model, design, and develop their business logic. Businesses can easily change layouts, color schemes, user interface elements, and even functionality through configuration.
  • Development Resources: CubeDrive has a team of skilled developers, including some with experience in UI/UX design, which allows for a broader scope of customization. Generally, our developers work closely with our clients to extend the capabilities of CubeDrive, tailoring the portal to meet specific client needs.
  • Quick Response: The CubeDrive team always prioritizes client needs. We use the Scrum methodology and frequently update processes promptly. During business hours, we generally respond to client emails within 2-4 hours. Any updates we make are typically released on the next business day.
  • Scalability and Maintenance: CubeDrive also offers scalability for future expansion and ease of maintenance.
  • In summary, our developers, including the UI/UX designer, will work closely with clients to finalize the reserve fund study.

Common features customized in a CRM include:

  • Dashboards and Reporting Tools: Tailored to show key metrics important to the business.
  • Workflow Automation: Custom workflows to automate routine tasks based on the specific operational needs of the business.
  • Data Fields: Custom fields to capture unique information that is crucial for the business.
  • Integration Capabilities: Integrations with other software tools used by the business, such as ERP systems, marketing automation tools, or customer support software.

Yes, our software can be integrated with most data management tools. This allows for seamless data transfer and helps maintain consistency across all business existing records. This ensures you can maintain a seamless workflow across all your business operations.

CubeDrive Dynamic CRM has a user-friendly interface, customizable features, and scalability. We also offer advanced integration capabilities with business specific tool, making it easy to connect and streamline your business processes. Plus, our Enterprise solution commitment to security and privacy with regular updates keeps your business data safe.

Data security is a top priority for us. We use industry-standard encryption and robust security protocols to protect all the information you enter into our software. Regular security audits and compliance checks ensure that your data remains secure and confidential.

CubeDrive offers an Enterprise Solution that allows you to run dynamic CRM solution on your own server easily. You will need to have one or more dedicated servers (e.g., an AWS server) equipped with Ubuntu 20.04 64-bit, one IP address, and one domain or sub-domain name ready. Our developers can remotely log into your server and install the package. Alternatively, you can install the package yourself by following our documentation. And your business will control all of your data.

Our dedicated customer support team is available via phone, email, and live chat to help with any questions or issues you may encounter. We also offer troubleshooting assistance and can provide on-site support if necessary to ensure you have all the help you need to make the most of our software.