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Custom CRM systems play a key role in business management: they make it possible to automate sales, control processes and build analytics. And in some areas they help to bring automation to a new level due to advanced technologies. Thanks to the implementation of a module with a 2D/3D configurator in CRM, the program becomes a center of interaction between customers, sales, production and analytics. This is not a replacement for classic management systems, but their logical extension – for companies where the speed of processes and personalization play a key role.
At AvadaCRM, you can order the development of a custom CRM with a built-in online configurator. Our solutions allow you to interactively assemble a product, automatically form an order in the system, send it to production and analyze customer preferences – all in a single digital flow, where each operation is optimized and transparent. Ordering an individual management system with advanced customization and automation capabilities means getting a solution that will definitely pay off and bring real benefits to your business.
How does CRM work with an online configurator?
Custom CRM with 2D/3D configurator goes beyond standard capabilities. It is not just a sales management system, but a single digital complex that unites customers, orders and production, automating every step – from concept creation to its implementation. The comprehensive solution includes the following functions:
- Interactive customization. The client or manager selects product parameters in the online configurator: sizes, materials, colors, packaging, etc. All changes are displayed in real time, allowing you to evaluate the final result even before placing an order.
- Instant calculation and specification. Based on the selected parameters in the configurator, the system automatically calculates the cost, generates a commercial offer and technical specification.
- Order and production management. After confirmation, the order is automatically transferred to another module, where the manager can track its status, communicate with the client, and coordinate actions with other departments.
- Integration with logistics and warehouse. Data from the online configurator can be automatically transferred to production. The system independently reserves the necessary materials in the warehouse, controls inventory balances and generates a full package of production documentation: accurate drawings, diagrams, specifications and instructions for the workshop. After the product is ready, it helps coordinate delivery, assign responsible persons and inform the client about the status of the shipment.
- Analytics and control. CRM with a configurator module is complemented by business analytics tools: dashboards with data on demand, popular configurations and financial results. For deeper analysis, you can connect the Plausible service to track traffic sources, user behavior and conversions. Such functions will provide the business with a holistic picture of the customer journey, enable managers to make decisions based on real metrics and more accurately plan the assortment, marketing and production resources.
- Advanced customization capabilities. Each solution can be adapted to the specifics of the company: configure interfaces for different user roles, develop unique configurator models for different industries, connect data-driven analytics and scale the system through AR/VR or mobile applications. This makes CRM with an online configurator a unique and accurate tool for a specific business.
Who is CRM with an online configurator suitable for?
A CRM system with a built-in configurator is ideal for businesses where process speed, personalization, and visual customization of the product are critical. The most priority areas and usage scenarios:
- Furniture manufacturers can offer the customer an interactive tool for selecting sizes, materials, fittings and finishes. The furniture configurator captures all parameters, and the system generates accurate specifications – this minimizes production errors and speeds up the cycle from order to finished product.
- In construction companies and architectural offices, visualization of finishes, facades, interiors or individual structures allows for coordination of the project with the client at the planning stage. CRM integrates with ERP to control resources, deadlines and costs, and an online configurator for construction and architecture facilitates communication between the project team and the customer.
- In car dealerships and hardware stores, customers have the opportunity to customize their car's equipment, choose colors and options. CRM with an online car configurator calculates the cost, sends orders to suppliers or to production, and analytics collects data on the most popular equipment.
- eCommerce platforms can order a management system with an interactive configurator for PCs and other products to customize products. The program will automatically generate specifications, monitor inventory levels, and transfer data to production, reducing manual work and errors.
- For the Fashion industry and tailoring studios, CRM with a jewelry, clothing, and footwear configurator allows the client to choose fabrics, styles, sizes, and accessories, and then transfer orders with precise parameters to the studio or production. Analysis of customer preference data helps optimize the assortment and forecast demand.
Stages of CRM development and implementation with a configurator
Our approach to CRM development with a 2D/3D configurator is based on a clear step-by-step methodology that allows you to create a scalable and reliable system that precisely meets customer requirements.
- Analysis of business processes and requirements. At the start, an audit of the company's current processes is carried out and the tasks that the individual system should solve are determined. Analysts study the range, parameters and possible options for product customization, user roles (clients, managers, production). Based on this, technical requirements and a project of the future system are formed.
- Interface and Prototype Design. At this stage, UX/UI design and interactive prototypes of key system modules are created, including the online configurator and order management. User scenarios, navigation logic, and interaction between modules are thought out to provide an intuitive, user-friendly, and holistic interface that is ready to scale to meet future business needs.
- Frontend and backend development. This stage is built on creating the technical foundation of the system. The frontend developer provides convenient user experience, interactive data display and visualization of key CRM elements. The backend is responsible for data processing, order management, integration with production and warehouse, configurator connection, analytics and AI agents. Such an architecture guarantees stability, scalability and high performance of the system.
- Testing and launch. QA specialists conduct comprehensive CRM testing: they check the correct operation of functions, data transfer between modules, system stability under load, and user scenarios. Based on the testing results, developers optimize the system.
- Launch and support. The CRM system with the configurator is implemented, and employees are trained, if necessary, to effectively use all the program's capabilities from day one. After the project is completed, we offer its support and development: we analyze efficiency, optimize, add new functions, connect additional integrations, and improve analytics.
What are the benefits of integrating CRM with an online configurator?
Implementing CRM with a 2D/3D configurator is an important step in the digital transformation of a business, which provides a number of competitive advantages.
- Shortening the deal cycle. Thanks to the online configurator, the client can see his order and immediately calculate its cost, avoiding lengthy negotiations. Such a tool helps to close deals many times faster.
- Reduce operational costs and errors. Automatically generating and transferring specifications and drawings to production or sales minimizes data loss due to human error, calculation errors, and dimensional errors. This will help reduce order processing costs and increase margins.
- Improving customer experience. The ability for the customer to independently create their own product in an interactive mode is a modern service that distinguishes you from competitors and increases customer loyalty. A potential buyer feels involved in the process, makes a purchase decision faster and is more confident in it.
- Increased productivity. Managers can handle more requests by automating routine tasks. Production workers receive accurate and complete data, which simplifies their work and speeds up order fulfillment.
- Deep market insight. The system is able to collect data on preferences, popularity of options and configurations. With such information, you will more accurately predict demand, optimize the assortment and processes, and develop new products, focusing on the real needs of buyers.
- Increasing competitiveness and brand value. Personalization through the integration of the online configurator into the management system creates a unique competitive advantage. The company positions itself as modern, technological and customer-oriented.
- Scalability in the long term. The flexible PWA format allows businesses to adapt to changes and new directions, expand their product range, integrate additional services, while maintaining process transparency and control at all stages.
Thus, CRM with an online configurator transforms the complex process of product customization into a transparent, manageable, and scalable digital flow, increasing work speed, order accuracy, and the quality of the customer experience.
How to order CRM with a built-in configurator?
At AvadaCRM you can order turnkey CRM development with an online configurator. We help create individual solutions for different industries, unique business processes and specific tasks, including CRM systems with online configurators, AI assistants and advanced analytics. Our specialists ensure the integration of all processes into a single digital ecosystem.
Extensive experience and a modern technology stack allow us to develop products that guarantee stable operation and adaptation to changing business processes. After the system is implemented, we offer support and maintenance, ensuring its efficiency and maximum return for your company.
If you want your customers and partners to perceive you as a leader who invests in innovation and cares about impeccable service, contact us in a convenient way and order a custom management system today. CRM with an online configurator is a justified investment in the technological development of your company.
FAQ
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What integrations are needed between CRM and the configurator for full automation?
CRM with a configurator is most effective when integrated with ERP, WMS, production management and logistics systems. Additionally, it is worth connecting payment services, accounting, marketing platforms and analytics – then the entire cycle, from customization to delivery and resales, will be automated and managed by a single system.
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How much does it cost to develop a CRM with an online configurator?
The project budget is formed based on the requirements for CRM and the configurator: the level of visualization, the number of business processes that need to be automated, and the depth of integration with other systems. We implement solutions for startups and large-scale projects that can cover all processes. At the analysis stage, we help the customer determine the optimal functionality so that investments in the system are maximally justified and quickly pay off.
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How long does development and implementation take?
The timing directly depends on the scale and complexity of the project. A basic CRM with a configurator can be implemented in about 3 months, while projects with 3D visualization, integration with ERP, eCommerce platforms, or AR/VR modules require longer development.
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Will the system be overloaded with the configurator module?
No, with a competent architecture, the configurator becomes a separate module that works in conjunction with CRM and does not overload it. Our team designs the system so that users receive quick feedback even with complex visualization and stable operation regardless of the number of configurations and orders.
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Is it better to embed the configurator in an online store or in a CRM?
It depends on the business model. If the task is to provide the client with a convenient online product selection service, it makes sense to embed the configurator into the online store, and use CRM to process and analyze orders. If the basis of the work is individual projects, complex specifications and control of the production cycle, then the configurator should be integrated directly into the CRM. Ideally, both systems should be connected into a single ecosystem.
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Is CRM with a configurator suitable for B2B companies?
Yes, especially for segments with a large number of individual orders – furniture, construction, architecture, mechanical engineering. For field and field teams, the system allows you to work with the client on site – form an order right during the meeting and immediately transfer it to production.
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Is it possible to implement a configurator in a chat CRM?
Thus, modern chat CRMs make it possible to embed a configurator and further expand the system with an AI agent that will accompany the client at every stage: prompt the configurator functionality, recommend optimal options and record the final order. This approach is especially convenient for companies that work through messengers and online consultations, as it shortens the client's path from interest to purchase and increases conversion.
