A general-purpose CRM is created with a broader audience in mind than an industry-specific CRM.
Since it’s meant to be used by all kinds of companies in various industries, it comes with universal features and tools that can be helpful for different business models and needs.
Advantages of a general-purpose CRM
A man showing a lady a report from a tablet with a text overlay of the philippines telegram advantages of a general purpose crm
The advantages of using a general-purpose CRM over a financial services-specific one include:
A user-friendly interface
More integration options
Affordable cost
User-friendly interface
General CRMs appeal to a wider audience and adapt to their audience’s feedback, so you can expect this CRM to have a more user-friendly interface that focuses on flexibility and easy navigation.
With a more extensive customer base and often larger development teams, general-purpose CRM companies tend to have the time and resources to invest in constantly improving the user experience.
More integration options
General-purpose CRMs typically offer more integration options than industry-specific ones, which goes back to why they need to appeal to a broad audience. Integrating with a general CRM is often easier if you have a favored tech stack for your financial services company.
The exact number of integration options depends on the specific CRM, but generally, they’ll offer several more options than industry-specific CRMs.
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