Online CRM Software

Web-based customer relationship management (CRM) software is becoming a popular option for organizations looking to implement CRM software. A Web-based CRM system offers increased flexibility across sales, customer service and marketing. For example:

  • • Sales teams can create, process and invoice orders remotely;
  • • Customer service reps can provide support via Web-based channels such as email and live Web chat;
  • • Sales and marketing will experience increased transparency, which will decrease overlap and ensure that potential leads turn into loyal customers;
  • • There is also increased security with data being stored online rather than on a server that could crash or malfunction.

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Showing 1 - 20 of 145 products
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Showing 1 - 20 of 145 products

Pipedrive

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action invol...Read more

Freshsales

Freshsales is a salesforce automation solution that enables businesses of all sizes to streamline lead management, client interaction, marketing insights, customer relationship management and other operations. The platform enables...Read more

4.60 (484 reviews)

4 recommendations

HubSpot CRM

With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of ...Read more

LiveChat

LiveChat is an integrated chat and help desk platform that allows companies of all sizes to chat with their visitors and customers. The solution embeds into the business website from where the online visitors can communicate with ...Read more

Bitrix24

Bitrix24 is a client management solution that provides a platform for businesses to organize and track interactions with potential or existing clients and partners. The software allows users to log and manage client interactions, ...Read more

Bigin by Zoho CRM

Bigin by Zoho CRM is a pipeline-centric CRM that is built and priced for small businesses. Minimal by design and focused on greater ease-of-use, Bigin brings spreadsheets-like simplicity to CRM and allows anyone to get started in ...Read more

4.47 (43 reviews)

Zoho CRM

Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respo...Read more

EngageBay

EngageBay is an integrated marketing, sales, support and CRM solution designed to help small to midsize enterprises acquire, engage and convert website visitors into customers. The cloud-based platform lets businesses use marketin...Read more

Salesflare

Salesflare is an intelligent CRM and email outreach platform used by thousands of small and medium-sized B2B businesses, who want to sell more with less work. It automates the data entry user would normally have in a CRM by g...Read more

monday.com

monday.com, an award-winning collaboration and project management platform, helps teams plan together efficiently and execute complex projects to deliver results on time. monday.com team management and task management tool allows ...Read more

4.60 (2639 reviews)

8 recommendations

Software pricing tips

Read our Web-Based CRM Software Buyers Guide

Subscription models

  • Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
  • Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.

Perpetual license

  • This involves paying an upfront sum for the license to own the software and use it indefinitely.
  • This is the more traditional model and is most common with on-premise applications and with larger businesses.

Rated best value for money

Keap

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across v...Read more

4.08 (1111 reviews)

82 recommendations

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Workbooks

Workbooks is a fully integrated Customer Relationship Management system specializing in Sales and Marketing Automation, as well as Customer Service and Support, ensuring that all customer engagement can be stored in one space....Read more

4.35 (106 reviews)

2 recommendations

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Infor CRM

Formerly Saleslogix, Infor CRM offers a flexible customer relationship management (CRM) system for managing relationships, information and CRM. It provides comprehensive capabilities for managing sales, marketing and customer serv...Read more

3.66 (25 reviews)

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Nimble

Nimble offers browser widget and mobile-based sales force automation and social CRM solution for small and midsize businesses. The solution automatically populates customer profiles and interaction histories from contact lists, em...Read more

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Capsule

Capsule from Zestia is a cloud-based CRM application that enables small and midsize organizations to keep track of the people and organizations they do business with, along with their interactions and opportunities in the sales pi...Read more

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Nutshell

Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tir...Read more

4.20 (361 reviews)

3 recommendations

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Less Annoying CRM

Less Annoying CRM is a customer relationship management solution that caters to the needs of small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact in...Read more

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Really Simple Systems CRM

Really Simple Systems is an easy to use cloud CRM system designed for small and mid-sized organizations, yet also perfect for larger teams. There’s a customizable Sales CRM, plus options for Marketing and Service tools and integra...Read more

4.43 (315 reviews)

2 recommendations

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Creatio CRM

Creatio CRM is a no-code powered suite of high-end products for marketing, sales, and service automation to automate the entire customer journey with a maximum degree of freedom. •Marketing Creatio - a ready-to-use platform to ...Read more

4.76 (86 reviews)

3 recommendations

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BlueCamroo

Companies are able to manage their entire sales processes through BlueCamroo. This web-based system includes modules to help with customer support, project management, team collaboration, and social CRM....Read more

4.41 (27 reviews)

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Popular Web-Based CRM Software Comparisons

Buyers Guide

Last Updated: March 11, 2022

 

Web-based customer relationship management (CRM) software is becoming a popular option for organizations looking to implement CRM software. This deployment model is gaining traction because the upfront investment can be lower than traditional on-premise software installations. Additionally, as the name implies, Web-based systems can be accessed over the Web, from virtually any browser, making it easy to use from any location with broadband Internet.

The industry has responded to this dynamic, with new vendors and products entering the market at a steady pace. With so many choices, it can be a daunting task to find the solution that best fits your needs. That is why we created this buyer’s guide to assist you in your understanding of the market and the products available.

Here's what we'll cover:

What Is Web-Based CRM Software?
Common Features of Web-based CRM Software
What Type of Buyer Are You?
Benefits and Potential Issues

What Is Web-Based CRM Software?

The primary difference between customer relationship management software, sometimes called contact management software, that is Web-based and other forms is the deployment model. With traditional offerings, companies had to purchase and host the server on premise. They required an IT team to manage, update and maintain the server. Web-based deployment removes this burden by having the server hosted remotely by the vendor. It also reduces upfront investment, with vendors offering a pay-as-you-go plan instead.

There are two types of Web-based systems available: application service providers (ASPs) and pure browser-based systems. ASPs function like a client/server system, with the organization downloading the “client” onto their computers, and the vendor hosting the data remotely on a server. Browser-based systems, on the other hand, can be accessed from any Internet browser, with no download required. The obvious benefit of a browser-based system is that it can be accessed from anywhere and is presented in a familiar format. Many ASPs are Web-enabled, meaning that users can also access information via a Web browser, but this method is often slower, and the user interface tends to be simplified, resulting in reduced functionality.

A Web-based CRM system offers increased flexibility across sales, customer service and marketing. For example:

  • Sales teams can create, process and invoice orders remotely;
  • Customer service reps can provide support via Web-based channels such as email and live Web chat;
  • Sales and marketing will experience increased transparency, which will decrease overlap and ensure that potential leads turn into loyal customers;
  • There is also increased security with data being stored online rather than on a server that could crash or malfunction.

Common Functionality of Web-Based CRM Software

While features vary from system to system, common capabilities include:

Marketing automation Tools to attract new customers, often through delivering promotional materials over social media and email marketing campaigns. Turning customers and visitors into leads (lead generation), and nurturing those leads through the sales funnel.
Sales force automation (SFE) Encompasses workflow automation, helps sales representatives manage customer interactions, leads and accounts. Tracks sales opportunities and provides management with insight into sales pipelines and forecasting.
Channel management Also called “partner relationship management,” helps automate marketing and sales processes through outside channels. For example, linking social profiles to CRM system and using those social channels for marketing activities such as outreach and promotion.
Data visualization Includes dashboards and reports for sales tracking, forecasting and pipeline analysis, as well as marketing analytics for campaign management.
Mobile apps Access CRM account data from mobile devices (click here for a description of iPad CRM features). Also includes additional mobile-specific capabilities, such as GPS-mapping and calendar-syncing.

What Type of Buyer Are You?

Before beginning your software evaluation, you will need to identify what type of buyer you are. Nearly all buyers fall into one of these categories:

Small business buyers. Many small businesses are looking to upgrade from a basic email marketing or content management system. They are likely growing, and therefore require more sophisticated functions, such as customer support tickets, lead generation and sales force automation (SFA). Many small businesses opt for Web-based systems because of the low upfront cost and ease of deployment.

Best-of-breed buyers. While customer relationship management software can be purchased as a suite, it is made up of several core applications that can be purchased as standalone items. Core applications include SFA, marketing automation, customer service, help desk, call center and knowledge management. Some companies will opt to go for a system with best-of-breed availability in one of these specific areas.

Enterprise buyers. Larger organizations are typically looking for a Web-based system with deep functionality that can integrate seamlessly with their existing enterprise resource planning (ERP) suite. In most cases, these buyers will be more focused on integration than specific features. Fortunately, most Web-based CRM systems can easily integrate with today’s major ERP suites.

Benefits and Potential Issues

Web-based software has a number of benefits over installed on-premise systems.

Reduced IT burden. With Web-based, all of your data is kept in a remote location where it is monitored and managed by an experienced IT staff. They handle back-ups and regularly scheduled upgrades and maintenance. The level of data management provided by the vendor often far exceeds what any single operation could handle running the server in-house.

Ease of use. Because the software is accessed via a Web-browser, it is presented in a familiar format—a Web page. This helps reduce the costs associated with training and usually results in increased user adoption.

Remote access. Today’s business is rarely conducted 100 percent behind a desk. Many professionals, whether they be in sales, marketing or customer service, spend a significant portion of their work time outside of the office. They appreciate the increased accessibility provided by online systems. Many systems today also offer mobile access, making it even easier to do business while on the go.

Subscription pricing. Traditional on-premise CRM systems require a hefty up-front installation fee. Web-based systems, on the other hand, are offered on a subscription basis. Essentially, you pay as you go. Companies can avoid the large capital expenditure of installing on-premise software by opting for the low, ongoing operational expense of a Web-based system.

A potential issue associated with Web-based systems is the reliance on Internet connection. If the connection goes down, access to important client information and records is lost. This could be an issue if your organization has a history of Internet connectivity hiccups. Additionally, Web-based CRM systems are typically more difficult to customize to the specific needs of your company or industry, although systems are constantly improving in this area.