Overview
webCRM provides cloud-based CRM, with features to improve customer engagement and sales. Even though some users find the user interface outdated, its all-in-one solutions, like automation and a tailored dashboard, are highly effective for sales teams, making it a compelling choice for managing customer data.
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Starting Price
Custom
webCRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is webCRM?
webCRM is a modern, cloud-based customer relationship management (CRM) solution designed for small to mid-sized businesses aiming to streamline sales and customer management. It brings together multi-channel lead management, email marketing, automation, and pipeline management, all in one place. With features like task tracking and reporting, it helps teams stay organized and focused. All in all, the software optimizes workflow and derives growth with its scalability and flexibility.
webCRM Pricing
The software provides tiered pricing, along with a free trial. The plans are as follows:
- Starter: €29/user/month (minimum two users)
- SMB: €55/user/month (minimum two users)
- Enterprise: €69/user/month (minimum five users)
Disclaimer: The pricing is subject to change.
webCRM Integrations
The platform integrates with several third-party applications for an optimized tech stack, such as:
- Zapier software
- Microsoft Word
- Leadfeeder
- Microsoft Teams
- Google Meet
- Xero Accounting Solution
Who Is webCRM For?
webCRM software is suitable for diverse industries and sectors, including:
- ICT and software
- Consulting and accounting
- Healthcare
- Communications and media
- Manufacturing
Is webCRM Right For You?
webCRM is right for businesses that need a straightforward, effective CRM without unnecessary complexity. It solves the problem of disorganized information by centralizing all customer data and interactions into a single database. Its core features, like analytics and task management, are designed to streamline the sales process, freeing up teams to focus on building relationships instead of on administrative tasks.
The platform is built to scale; with plans catering to different business sizes, it can support a company as it grows. Furthermore, it is fully GDPR compliant, ensuring all data is handled securely.
Still doubtful if webCRM software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
webCRM Features
This feature allows sales teams to visualize and structure their entire sales process. Users can customize pipelines to match their specific sales cycle, track each opportunity through its various stages, and attach budgets to forecast revenue with greater accuracy.
One of the notable webCRM features, this module provides a centralized customer database, ensuring data is updated in one place for the entire team. The activity log tracks every interaction, from calls to meetings, preventing duplicate efforts and equipping sales reps with full context for every customer conversation.
The platform's automation tool eliminates manual, repetitive tasks and streamlines internal processes. By automating daily workflows, it boosts efficiency and frees up valuable time for teams to focus on nurturing leads and engaging with customers directly.
Users transform operational data into actionable insights by creating custom, drag-and-drop dashboards and generating quick reports. This provides a clear, visual representation of key performance metrics, enabling teams to analyze sales data, track progress against goals, and make more informed strategic decisions.
This capability streamlines customer service by centralizing all inquiries within a unified system. It offers a complete overview of customer interactions, enabling faster response times and consistent support. Tickets can be assigned to relevant teams or employees, improving accountability and resolution efficiency while enhancing overall customer satisfaction.
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