CRM guide
What does a custom B2B CRM built by Black Badger involve?
Black Badger Software Solutions publishes this guide and builds custom CRMs, which is why a custom build appears on every list here. We build the CRM around the way your company sells to other businesses, you own the code and the accounts, and there is no per-seat fee.
Who a custom B2B CRM is for
B2B companies whose selling does not reduce to a pipeline. The usual signs are quotes priced in a spreadsheet, dealers or outside reps who cannot see what they need, renewals tracked by hand, and customers whose parent companies and sites the CRM cannot keep straight.
We work mainly with companies of 50 or more employees. Smaller companies are usually better served by configuring a product, and we say so when that is the case.
How Black Badger builds a custom B2B CRM
It starts with a conversation and then discovery, where we map how a deal moves at your company, from first contact through quote, order, delivery and renewal. You get a written scope that names what will be built before anything is signed.
During the build you see working screens instead of presentations. Your accounts, contacts and history are moved across and checked. At handover every account the system runs on is already in your name.
What you own when a custom B2B CRM is finished
The source code, the database, the hosting account and the email service. Black Badger is invited in as an administrator and you can remove us whenever you choose.
There are no licenses. After launch you pay the running costs of the services the system uses, and adding a rep, a dealer or a manager costs nothing.
Why Black Badger ranks where it does on Best B2B CRM
We spent years implementing and migrating CRM platforms before we moved to building custom systems, and we no longer implement them. That history is why these lists can say where each product fits and where it stops fitting.
Ranking the custom route first everywhere would be easy and wrong. It is first only on the list for companies whose CRM cannot hold their account hierarchy, and second or third on the rest, because on most questions a product is the right first answer for many companies.
Read more on blackbadger.biz
Ask Black Badger about a custom build
Questions buyers ask
What does a custom B2B CRM cost?
We publish no price for a custom system, because it depends on what the system has to do, how many people use it and how many other systems it must agree with. We start from what you already pay in licensing each year and scope a one-time build against it. A written scope gives you a firm number.
Can a custom CRM connect to our ERP?
Yes, a custom build can connect to your ERP, and for most B2B companies that connection matters most. Sales needs to see orders, pricing and account status, and the ERP usually holds them. Discovery checks what your ERP can share before the scope is written.
Can a company with fewer than 50 employees ask about a custom B2B CRM?
Yes, a smaller company can send the form, which is open to everyone, and a person reads every message. We will tell you plainly if a product is the better fit for your size.
Do you still implement Zoho, Pipedrive or monday CRM?
No, we no longer implement those platforms, and knowing them well is why we stopped. A system built for every business at once asks yours to adapt to it. If one of them fits your situation we will say so, and the first call is free.