CRM Customization

A standard CRM solution with a high degree of customization and flexibility: The ADITO Designer empowers you to create a fully customizable CRM tailored to your business needs.

CRM Customization with the ADITO Designer: Your Competitive Edge

The ADITO Designer enables you to respond quickly and flexibly to innovations. With advanced low-code technology, you can easily customize your CRM solution yourself – without high costs or extensive training. This ensures complete independence, full control over your system, and maximum investment security.

Seamlessly integrate your own processes: Combine the latest ADITO solution with your personalized CRM customization at any time.

 Stay flexible and independent: ADITO adapts to your company's evolving needs while remaining fully upgradeable.

 Your requirements, perfectly implemented: Enjoy a CRM solution that grows with your business.

How the ADITO Designer empowers you to customize your CRM

Low-code development enables the simplified creation and customization of software without requiring in-depth programming knowledge. With the ADITO Designer, most programming is done visually using graphical tools. This allows you to easily build complex workflows and process applications—without the high costs and long development times of traditional coding.

The essential building blocks of the ADITO Designer

Process workflows

The possibilities for automated workflows are virtually limitless. With the ADITO Designer, you can effortlessly create tools for analyzing social media data or automate data transfers to your ERP system—in just minutes.

Charts

Visualize patterns, trends, relationships, and structures with clear, intuitive graphical representations for better insights and decision-making.

Tables

Analyze large datasets, perform calculations, and manage diverse information—just like in a spreadsheet program, but seamlessly integrated into your CRM.

Reports

Easily generate and digitize reports, such as making all receipts instantly accessible for your accounting department.

The key benefits of CRM customization with ADITO Designer

User benefits of ADITO Designer

Collaborative work – Enable teams to collaborate seamlessly on projects.

Version control – Easily track and manage customizations with an integrated versioning tool.

All-in-one solution – No additional software required—everything is built into ADITO Designer.

User-friendly interface – Customize your CRM effortlessly, even without programming expertise.

Fast onboarding – New employees can learn ADITO Designer with minimal training.

Accelerated digitalization – The intuitive design allows more team members to actively contribute to your company's digital transformation.

Connectors & integration

Seamless connectivity – Connect all systems, databases, web services, and other platforms to unlock the full potential of your CRM.

Flexible integrations – Even complex third-party systems can be integrated—not just via standard interfaces, but with advanced customization options.

Business benefits

Tailored workflows – Predefined standard workflows can be fully customized to match your unique business processes.

Process automation – Automate new workflows and company operations, such as recognizing and routing emails with specific content.

Custom sales processes – Adapt and refine your sales workflows to fit your business needs.

Transparent operations – Processes are seamlessly integrated into the system, eliminating the need for separate process documentation software.

Scalable digitalization – ADITO Designer supports continuous growth, ensuring your digital transformation never stops.

Customize ADITO CRM for your employees

Tailored dashboards – Provide each department with a customized overview of key metrics relevant to their responsibilities.

Efficient onboarding – Global changes streamline initial configuration, saving time when integrating new employees.

Error reduction – Create export and import templates to minimize manual mistakes and improve data accuracy.

Powerful reporting – Generate custom analyses and reports directly from your database and share them with the right teams.

Centralized user management – Easily assign and control roles from one central location.

Smart data Organization – Manage keyword categories for faster information retrieval and improved data linking.

Between standard software and CRM customization

According to the CRM Report 2022, 96% of companies consider the balance between standardization and customization essential for an ideal CRM solution. When it comes to flexibility and adaptability, low-code technology – and with it, the ADITO Designer – plays a key role in meeting these demands.

Customize Once – Use Anywhere, Anytime

Your custom CRM configurations remain fully compatible with ADITO’s latest releases. This ensures that all custom-built modules work seamlessly across any platform, without affecting update compatibility.