It is no news that customer relationship management software boosts business efficiency. While setting up on-premise CRM software requires a significant investment, web-based customer relationship management software is a convenient and affordable alternative, as it is easy to use, and maintain.
In this post, we’ll share the benefits and reasons why opting for web-based CRM software could be the right choice for your business.
WHAT IS A WEB-BASED CRM?
A web-based CRM is a software platform hosted online that helps businesses manage their interactions with current and potential customers. Unlike traditional on-premise CRM systems, which require installation on a company’s servers, a web-based CRM is accessed through a web browser, making it easy to use from anywhere with an internet connection.
BENEFITS OF WEB-BASED CRM SOFTWARE
Accessibility Anytime, Anywhere
One of the standout benefits of web-based CRM software is its accessibility feature. Business owners can meet customer needs and manage operations from anywhere, on any device, as long as they have an internet connection.
Cost-Effective
Web-based CRM offers an affordable solution that saves businesses from costly hardware or on-premises installations. With a subscription plan, business owners don’t have to worry about spending on updates and maintenance, ensuring ease of use and reducing overhead costs.
Scalability and Flexibility
As your business grows, web-based CRM grows with you. It’s designed to scale easily, allowing you to add users, and features, and integrate with other tools, adapting seamlessly to your evolving needs.
Automatic Updates and Maintenance
Web-based CRM providers handle all updates and maintenance, ensuring you always have access to the latest features without any manual effort. This means low disruptions and smoother transactions with your customers.
Improved Collaboration
Web-based CRM software improves team collaboration by providing real-time data and shared information, boosting productivity and ensuring everyone is on the same page.
Enhanced Data Security
Trustworthy web-based CRM providers implement robust security measures, including encryption and regular backups, to protect your business and client data from unauthorized access and potential loss.
Integration Capabilities
Web-based CRM systems can seamlessly integrate with other business tools, offering a comprehensive solution for managing various aspects of your business.
FEATURES OF WEB-BASED CRM SOFTWARE
When choosing web-based features that will suit your business, you should look out for these features:
1. Cross-Platform Compatibility
You must be able to access the web-based CRM on various devices (desktops, laptops, tablets, smartphones) and operating systems via a web browser.
2. Cloud Storage and Data Sync
A web-based CRM software must be able to securely store data in the cloud, back up, and synchronize across all devices in real time.
3. Security and Data Privacy
A Web-based CRM software must have robust security measures such as encryption, two-factor authentication, and regular security updates to protect sensitive information.
4. Performance and Reliability
Web-based CRM software providers must ensure fast loading times and high uptime, with minimal downtime or interruptions.
5. User Support and Documentation
Web-based CRM software must Include customer support channels, FAQs, and detailed documentation to assist users in troubleshooting and maximizing the software’s potential.
GROW YOUR BUSINESS WITH OTAWISE’S WEB-BASED CRM
Otawise CRM is web-based and differs from other similar software by offering an effective functioning solution. Otawise is designed to be user-friendly and can be used by businesses, companies, and government entities. Here are just a few ways you can use it:
- Manage client profile: safely store records of your client information, and access it anywhere you are.
- Manage tasks: manage all tasks that have been worked on for all clients without confusion.
- Manage billing process: track payment transactions with all your clients, providing customized invoice that speaks for your brand.
- Manage documents: send and receive documents with clients conveniently without delay, and retrieve documents with stress.
- Manage sales pipeline: get an overview of all your client transactions.
WHY OTAWISE IS THE BEST EMPLOYEE TASK MANAGEMENT SYSTEM FOR YOU
ALL FEATURES IN ONE PLATFORM
- Access all your business tools and features from a single, user-friendly platform.
- Manage tasks, documents, finances, appointments, and more without switching between different software.
PAYMENT IN NAIRA
- No need to worry about fluctuating exchange rates or additional conversion fees.
- Avoid extra costs associated with international transactions.
- Pay with your local card or gateways like Paystack.
QUALITY SUPPORT TEAM
- Our support team is always ready to help, ensuring you never face any issues alone.
- Tailored support that helps you make the most of our platform.
- Our team is dedicated to constantly enhance our service and your experience.
A 90-DAY FREE TRIAL
- Explore all features for 90 days for free, without limitations.
- Get assistance from our knowledgeable support team.
- Top-notch security measures.
Don’t miss out on this opportunity to revolutionize your business operations. Sign up now and see the difference Otawise can make!