Online CRM software is an essential tool for every business. When it comes to customer relationship management, people cannot ignore this excellent online CRM software. Today, instead of choosing traditional platforms, users tend to switch to online CRM software. It seems that online CRM brings more convenience to users and becomes the first choice of businesses. So what are the typical benefits of an online CRM software?
1. Full Features
Like other traditional CRM software, an online CRM software will include all the basic features like:
Manage customer information, work history with customers, manage customer-related activities (appointments, calls, email), manage marketing campaigns, manage customer surveys (manage personal work schedule, teamwork (department), statistics, reports. Thus, in terms of features, online CRM is not inferior to the old platforms.
2. Running On The Web Platform
Online CRM software will obviously run on the web. Therefore, when using this software, you can access it anywhere, supporting an unlimited number of users. Can be installed on the local area network (LAN) or wide area network or global network (Internet). In particular, online CRM software is always a built-in interface for mobile devices (mobile, tablet, iPad).
3. Highly Customizable
You can add and remove data fields, edit tags, change the dropdown box values for objects easily. Take advantage of this capability of online CRM to customize online CRM to suit each company’s workflow and storage.
Online CRM can integrate with other systems through Web API mechanism to create a complete system when used.
5. High Security
Every user who wants to use the system needs a username and password. The system can set up users to log in via 2 authentication steps (when logging in, users will be provided with an authentication code via email).
Users are decentralized according to the user group model with the Role created and set up from the administrator’s system. There are currently 3 levels of decentralization:
- Access permissions: What functions are users allowed to see?
- Operational decentralization: What is the user allowed to do on that function (New data added, edited, deleted,)
- Data decentralization: Who will see your data? (Can view your data, others’ or cannot see).