A cloud CRM system allows companies to establish and maintain relationships with customers by providing a 360-degree view of their profiles and interactions with the company.
The business benefits of an online CRM are concentrated in the way these platforms are managed: cost-effective, easy to use and innovative. Now, do you need this type of software? If your answer is yes, here you will find a top 10 of CRM systems in the cloud that help freelancers and companies to keep growing. Also, you will learn what factors to consider before choosing one, its general functions and the objectives to be met.
Factors to consider when choosing a CRM in the cloud
Before choosing an online CRM, you should weigh some important factors in order to make the best decision according to your business profile. This is the only way to ensure that you have the right system that provides you with all the possible solutions.
1. Available technological resources
Before acquiring a license or contracting a software of this type, you must be clear about the technological resources available in your company, such as the speed of navigation, hardware, etc. Otherwise, you may face a complex and unnecessary configuration process that may obscure the functionality of the system. Evaluate this aspect with an expert and determine whether or not a CRM in the cloud fits your needs.
2. Company budget
Important! To choose an online CRM, you must be clear about the available budget. Although it is true that there is a wide list of options, the ideal is that the configuration costs can be assumed by the company without imbalances. There is no point in choosing an expensive system with advanced features when you are just starting your business.
And with regard to budget, it must also be said that you should not skimp if the CRM meets the company's objectives. It should be seen as a long-term investment that will yield great benefits for your business plan.
3. Business objectives
Another factor to consider when choosing a CRM in the cloud is the medium and long-term business objectives, regardless of the size of the organization. This is the only way to have a clear vision of which is the best system to meet these objectives, since there are plenty of alternatives with simple and advanced features.
If your company is still in its infancy, we recommend an open source or open source CRM, which are scalable and whose functions can be expanded as the needs of the business grow. But if you are an established company with a large commercial flow and a large customer base, the best option is an online CRM with advanced functions.
4. Accessibility of the CRM
Is it better to install a system on the computer or a CRM in the cloud? Accessibility is a relevant factor, since it depends on the connectivity of your company's users simultaneously or remotely. Mainly, it will be beneficial to be able to access data at any time and place, to accomplish the work without interrupting the operation of the organization.
TOP 10 Best CRM in the cloud
1. noCRM.io
noCRM.io offers an online CRM with full control of the sales process. It is a CRM oriented to small and medium-sized companies with up to 500 employees. Companies in more than 80 countries rely on noCRM.io's proposal to improve their conversion rates.
The most outstanding feature of noCRM.io is that its sales pipeline is fully customizable, which helps to obtain a 360º view of each customer. In addition, each salesperson can generate leads from a list of prospects previously analyzed by the system. It also includes basic functions for monitoring team performance, evaluating sales metrics and categorizing customers.
2. Wolf
Another option in our Top 10 is WolfCRM, a comprehensive online CRM with tools for sales management, customer service and marketing. It comes with three versions that integrate specific functions: WolfCRM Business, WolfCRM Professional and WolfCRM Marketing.
WolfCRM has an intuitive interface and a dashboard that shows you all the information in real time. From there you can view reports, metrics, design your workflow or develop marketing campaigns, all at the same time. It also has semantic search engines so you can find the data you need with just one click. WolfCRM can be used to organize your company's workflow.
3. Teamleader
Do you want to simplify all your work? With Teamleader it's possible. It includes a wide variety of functions that allow you to streamline every task. On your dashboard, you can manage your customer database efficiently or answer your customers' questions from a centralized inbox.
This cloud CRM can even be integrated with more than 200 applications such as G-Suite, SAGE or Stripe, all to optimize your results. It should also be noted that Teamleader has its own module for project management, through which it is possible to mark milestones and tasks, highlight information and track deadlines. Its functionality is enough to make any SME grow from scratch.
4. Suma
SumaCRM is based on the concept that the starting point for sales is the lead. Its functions are focused on maximizing sales through different tools such as its "Email Tracking" or its characteristic sales funnel.
With its Email Tracking, it is possible to know when customers read the information to be managed via telephone, thus converting leads into effective sales opportunities. In addition, this online CRM shows a very illustrative sales funnel that locates the customer according to the management that has been done. SumaCRM also has the basic functions that help you organize calendars, meetings, create reports and everything you need to make your planning more productive.
5. Zoho
Zoho is an online CRM that has earned the trust of nearly 150,000 businesses worldwide. Its software is highly valued in the market since it integrates functions to cover every aspect of the company and improve its productivity. In addition, its omnichannel platform allows you to connect with customers in real time from anywhere.
Zoho is able to automate repetitive tasks and generate instant actions, so that the team only focuses on making more sales. But if there is something to highlight about this CRM in the cloud is the way it makes use of AI, as it has its own virtual assistant: Zia. It helps you search for information, shows forecasts and indicates those customers most likely to close a sale. Zoho is an effective CRM worth trying.
6. CentralStation
If you are looking for a cloud CRM for small businesses, CentralStation can serve your corporate purpose. The functions of this software are divided into focused modules and its interface is very intuitive and simple to use. It even provides immediate technical assistance to solve any inconvenience and has its own app for smartphones and tablets.
CentralStation is a powerful tool for the organization with functions for sending e-mails, entering contacts to the directory, recording history, etc. This online CRM also offers help in budget control and invoicing, which can increase the efficiency of the organization in a short time. A highlight is that it comes with a free CRM plan.
7. Retail
Retail CRM in the cloud is a product oriented to online stores to carry out an omnichannel strategy. It manages orders and calls and results in a better use of the day, increasing productivity.
Retail integrates a platform to serve customers through various channels, stores a product catalog, shows stock reservations and even orders and bookings to your suppliers automatically. Its functions are as diverse as they are efficient for managing your online store so that you can achieve your business objectives.
8. Clientify
Clientify is a tool that gives you the control to manage your customers and generate more sales by customizing your funnel and other internal processes. The functions of this online CRM encompass marketing, sales and intelligence and help you to grow your business quickly.
Clientify provides you with pre-configured sales funnels, chatbots, allows the creation of mailing campaigns or offers its own platform for website development. It integrates a powerful and easy-to-use customer management system. From the creation of a contact, the CRM locates the information available on the Internet and automatically loads it in its file.
9. CAS
Cas offers a proven solution for medium-sized companies in different sectors. Its functionality encompasses marketing, sales and customer service for increased customer loyalty. In addition, it is a cloud CRM that can be easily implemented and centralizes all important company data in one place.
Cas tools are used to create marketing campaigns that reach the target audience, while assessing their impact on sales generation. It also automates routine tasks for the sales team to improve performance and response times. Your online CRM is even scalable and can be expanded as your organization grows.
10. Hubspot
HubSpot is more than an online CRM, it is a complete suite of business management tools. On its platform you have at your disposal a variety of functions for the organization, monitoring and enrichment of customer relationships to achieve sales.
Among its basic functions, HubSpot provides the ability to send and track emails, schedule meetings or automate the sending of information. It generates detailed reports about each marketing and sales management. It is worth highlighting its Service Hub module, which aims to turn each customer into a promoter of the company, evaluate their level of satisfaction and offer a knowledge base to clarify their doubts. The technical assistance of this CRM is a faithful support to ensure the momentum of the entire business.
Benefits of an Online CRM
Automate workflow
Many organizations decide to implement a CRM in the cloud to automate the workflow in many ways. These systems include functions that serve to streamline from the simplest to some of the most complex tasks in a short time.
Do you have to send a lot of e-mails? It is very likely that the CRM you choose includes the option to schedule sending them without having to do much more. Or if complex analysis of some metrics is required, so does the system.
Capture new customers and retain existing ones
Another objective to be achieved with an online CRM can be the acquisition of new customers. It should be noted that this type of software is designed to improve the way in which each customer is managed, so it is possible to cover a greater number of them in a personalized way if desired. Undoubtedly, this way you can expand your company's current portfolio and increase the number of effective sales.
A satisfied customer is a loyal customer, which means recurring revenue for the company. In addition, it is much cheaper to sell to an existing customer than to acquire a new one. They are more receptive to cross-selling and open to increasing ARPU.
Improve sales force performance
Improving the performance of the sales team can also be a goal to achieve with a CRM. But how is this achieved? By reducing response times, streamlining some tasks and providing functions that help to close more sales. In addition, many CRMs show a sales pipeline that can be used by each team member to accurately determine their next move and optimize their work.
Establish an effective marketing strategy
Some organizations see their sales results affected by a poor and deficient marketing campaign. In such cases, the implementation of a CRM can help to establish effective marketing guidelines that contribute to generate more sales and customer loyalty with the company. This is a possible goal to achieve if CRM tools are used properly.
Conclusion
The business benefits of CRM Online translate into increased employee productivity, a deeper understanding of customers, and the ability to save time and resources with less investment in both the short and long term. With a CRM system in the cloud, customer engagement has a solid foundation in a modern, forward-thinking system that will evolve as your business evolves.
The business benefits of an online CRM are concentrated in the way these platforms are managed: cost-effective, easy to use and innovative. Now, do you need this type of software? If your answer is yes, here you will find a top 10 of CRM systems in the cloud that help freelancers and companies to keep growing. Also, you will learn what factors to consider before choosing one, its general functions and the objectives to be met.
Factors to consider when choosing a CRM in the cloud
Before choosing an online CRM, you should weigh some important factors in order to make the best decision according to your business profile. This is the only way to ensure that you have the right system that provides you with all the possible solutions.
1. Available technological resources
Before acquiring a license or contracting a software of this type, you must be clear about the technological resources available in your company, such as the speed of navigation, hardware, etc. Otherwise, you may face a complex and unnecessary configuration process that may obscure the functionality of the system. Evaluate this aspect with an expert and determine whether or not a CRM in the cloud fits your needs.
2. Company budget
Important! To choose an online CRM, you must be clear about the available budget. Although it is true that there is a wide list of options, the ideal is that the configuration costs can be assumed by the company without imbalances. There is no point in choosing an expensive system with advanced features when you are just starting your business.
And with regard to budget, it must also be said that you should not skimp if the CRM meets the company's objectives. It should be seen as a long-term investment that will yield great benefits for your business plan.
3. Business objectives
Another factor to consider when choosing a CRM in the cloud is the medium and long-term business objectives, regardless of the size of the organization. This is the only way to have a clear vision of which is the best system to meet these objectives, since there are plenty of alternatives with simple and advanced features.
If your company is still in its infancy, we recommend an open source or open source CRM, which are scalable and whose functions can be expanded as the needs of the business grow. But if you are an established company with a large commercial flow and a large customer base, the best option is an online CRM with advanced functions.
4. Accessibility of the CRM
Is it better to install a system on the computer or a CRM in the cloud? Accessibility is a relevant factor, since it depends on the connectivity of your company's users simultaneously or remotely. Mainly, it will be beneficial to be able to access data at any time and place, to accomplish the work without interrupting the operation of the organization.
TOP 10 Best CRM in the cloud
1. noCRM.io
noCRM.io offers an online CRM with full control of the sales process. It is a CRM oriented to small and medium-sized companies with up to 500 employees. Companies in more than 80 countries rely on noCRM.io's proposal to improve their conversion rates.
The most outstanding feature of noCRM.io is that its sales pipeline is fully customizable, which helps to obtain a 360º view of each customer. In addition, each salesperson can generate leads from a list of prospects previously analyzed by the system. It also includes basic functions for monitoring team performance, evaluating sales metrics and categorizing customers.
2. Wolf
Another option in our Top 10 is WolfCRM, a comprehensive online CRM with tools for sales management, customer service and marketing. It comes with three versions that integrate specific functions: WolfCRM Business, WolfCRM Professional and WolfCRM Marketing.
WolfCRM has an intuitive interface and a dashboard that shows you all the information in real time. From there you can view reports, metrics, design your workflow or develop marketing campaigns, all at the same time. It also has semantic search engines so you can find the data you need with just one click. WolfCRM can be used to organize your company's workflow.
3. Teamleader
Do you want to simplify all your work? With Teamleader it's possible. It includes a wide variety of functions that allow you to streamline every task. On your dashboard, you can manage your customer database efficiently or answer your customers' questions from a centralized inbox.
This cloud CRM can even be integrated with more than 200 applications such as G-Suite, SAGE or Stripe, all to optimize your results. It should also be noted that Teamleader has its own module for project management, through which it is possible to mark milestones and tasks, highlight information and track deadlines. Its functionality is enough to make any SME grow from scratch.
4. Suma
SumaCRM is based on the concept that the starting point for sales is the lead. Its functions are focused on maximizing sales through different tools such as its "Email Tracking" or its characteristic sales funnel.
With its Email Tracking, it is possible to know when customers read the information to be managed via telephone, thus converting leads into effective sales opportunities. In addition, this online CRM shows a very illustrative sales funnel that locates the customer according to the management that has been done. SumaCRM also has the basic functions that help you organize calendars, meetings, create reports and everything you need to make your planning more productive.
5. Zoho
Zoho is an online CRM that has earned the trust of nearly 150,000 businesses worldwide. Its software is highly valued in the market since it integrates functions to cover every aspect of the company and improve its productivity. In addition, its omnichannel platform allows you to connect with customers in real time from anywhere.
Zoho is able to automate repetitive tasks and generate instant actions, so that the team only focuses on making more sales. But if there is something to highlight about this CRM in the cloud is the way it makes use of AI, as it has its own virtual assistant: Zia. It helps you search for information, shows forecasts and indicates those customers most likely to close a sale. Zoho is an effective CRM worth trying.
6. CentralStation
If you are looking for a cloud CRM for small businesses, CentralStation can serve your corporate purpose. The functions of this software are divided into focused modules and its interface is very intuitive and simple to use. It even provides immediate technical assistance to solve any inconvenience and has its own app for smartphones and tablets.
CentralStation is a powerful tool for the organization with functions for sending e-mails, entering contacts to the directory, recording history, etc. This online CRM also offers help in budget control and invoicing, which can increase the efficiency of the organization in a short time. A highlight is that it comes with a free CRM plan.
7. Retail
Retail CRM in the cloud is a product oriented to online stores to carry out an omnichannel strategy. It manages orders and calls and results in a better use of the day, increasing productivity.
Retail integrates a platform to serve customers through various channels, stores a product catalog, shows stock reservations and even orders and bookings to your suppliers automatically. Its functions are as diverse as they are efficient for managing your online store so that you can achieve your business objectives.
8. Clientify
Clientify is a tool that gives you the control to manage your customers and generate more sales by customizing your funnel and other internal processes. The functions of this online CRM encompass marketing, sales and intelligence and help you to grow your business quickly.
Clientify provides you with pre-configured sales funnels, chatbots, allows the creation of mailing campaigns or offers its own platform for website development. It integrates a powerful and easy-to-use customer management system. From the creation of a contact, the CRM locates the information available on the Internet and automatically loads it in its file.
9. CAS
Cas offers a proven solution for medium-sized companies in different sectors. Its functionality encompasses marketing, sales and customer service for increased customer loyalty. In addition, it is a cloud CRM that can be easily implemented and centralizes all important company data in one place.
Cas tools are used to create marketing campaigns that reach the target audience, while assessing their impact on sales generation. It also automates routine tasks for the sales team to improve performance and response times. Your online CRM is even scalable and can be expanded as your organization grows.
10. Hubspot
HubSpot is more than an online CRM, it is a complete suite of business management tools. On its platform you have at your disposal a variety of functions for the organization, monitoring and enrichment of customer relationships to achieve sales.
Among its basic functions, HubSpot provides the ability to send and track emails, schedule meetings or automate the sending of information. It generates detailed reports about each marketing and sales management. It is worth highlighting its Service Hub module, which aims to turn each customer into a promoter of the company, evaluate their level of satisfaction and offer a knowledge base to clarify their doubts. The technical assistance of this CRM is a faithful support to ensure the momentum of the entire business.
Benefits of an Online CRM
- Automates the processes related to the sales force.
- Allows technical mobility and access to information from any device.
- Analyzes sales and customer information to improve results.
- Optimizes the payment and billing process.
- Links marketing and sales functions to achieve a better strategy.
- Displays a clear sales pipeline.
- Integrates functions for streamlining daily tasks (sending e-mails, calendar, etc.).
- Objectives to achieve with a CRM in the cloud
Automate workflow
Many organizations decide to implement a CRM in the cloud to automate the workflow in many ways. These systems include functions that serve to streamline from the simplest to some of the most complex tasks in a short time.
Do you have to send a lot of e-mails? It is very likely that the CRM you choose includes the option to schedule sending them without having to do much more. Or if complex analysis of some metrics is required, so does the system.
Capture new customers and retain existing ones
Another objective to be achieved with an online CRM can be the acquisition of new customers. It should be noted that this type of software is designed to improve the way in which each customer is managed, so it is possible to cover a greater number of them in a personalized way if desired. Undoubtedly, this way you can expand your company's current portfolio and increase the number of effective sales.
A satisfied customer is a loyal customer, which means recurring revenue for the company. In addition, it is much cheaper to sell to an existing customer than to acquire a new one. They are more receptive to cross-selling and open to increasing ARPU.
Improve sales force performance
Improving the performance of the sales team can also be a goal to achieve with a CRM. But how is this achieved? By reducing response times, streamlining some tasks and providing functions that help to close more sales. In addition, many CRMs show a sales pipeline that can be used by each team member to accurately determine their next move and optimize their work.
Establish an effective marketing strategy
Some organizations see their sales results affected by a poor and deficient marketing campaign. In such cases, the implementation of a CRM can help to establish effective marketing guidelines that contribute to generate more sales and customer loyalty with the company. This is a possible goal to achieve if CRM tools are used properly.
Conclusion
The business benefits of CRM Online translate into increased employee productivity, a deeper understanding of customers, and the ability to save time and resources with less investment in both the short and long term. With a CRM system in the cloud, customer engagement has a solid foundation in a modern, forward-thinking system that will evolve as your business evolves.