Cloud-based CRM Software

Manage your customer relationships with the versatility of a cloud-based CRM software
Free 14-day trial

Get a demo

By submitting this form, you confirm that you agree to the storing and processing of your personal data by Creatio as described in the Privacy Policy.

What is cloud-based CRM?

A cloud-based CRM is a customer relationship management system hosted in the cloud, allowing access to data from anywhere with internet connectivity. Additionally, colleagues from any department or business unit can collaborate using the same data in real-time. Cloud CRM software facilitates remote working with exceptional efficiency.

85

According to Gartner’s 2021 report, over 85% of organisations will adopt a cloud-first approach by 2025, being unable to fully realise their digital strategies without the utilisation of cloud-native architectures and technologies.

Benefits of using cloud CRM software

Cloud-based CRM systems provide automated business processes to manage the entire customer journey – from lead nurturing to opportunity management and ongoing account maintenance. Top-tier cloud CRM solutions enable users to seamlessly integrate marketing, sales and customer service, allowing companies to efficiently manage customer interactions throughout the entire journey.

01

No need to deploy servers

Unlike on-site applications hosted on a company’s in-house servers, a cloud CRM solution’s database is hosted remotely. This means you don’t need to purchase expensive hardware or hire additional staff – all that’s required is a reliable internet connection and a web browser.
02

Reduction of operational costs

Cloud CRM systems significantly reduce the need for IT staff involvement, allowing business owners to spend less on IT infrastructure maintenance. The software vendor is responsible for maintaining the health of a CRM in cloud, ensuring timely updates, fixing any bugs that arise, and making necessary amendments to ensure smooth software operation.
03

Mobile access

The flexibility of cloud-based CRM ensures the software is available whenever you need it. Furthermore, you can access cloud CRM software from any device. Advanced cloud-based CRM systems offer mobile apps for Android, iOS, and Windows Phone, fully synchronising with the desktop version to enhance productivity without being tethered to the laptop or PC.
04

Online control

With a cloud-deployed CRM, you have the ability to monitor the system operations online and promptly address any issues that arise.
05

High level of security

The finest cloud CRM applications enable you to securely store valuable information in a remote data centre. The likelihood of unauthorised access is virtually eliminated due to advanced security measures. The host servers of cloud CRMs employ additional security protocols and cutting-edge technology to ensure the safety of your data. Additionally, all data stored in the cloud is regularly backed up, mitigating the risk of accidental data loss due to technical issues. The CRM vendor assumes the majority of the responsibility for data security and safety.
06

Scalability

Cloud CRM solutions provide the flexibility to scale up or down almost instantly, based on the specific needs of the company. This allows buyers to pay only for the resources they are utilising at any given time. The functionality of these software products is so extensive that utilising the software inefficiently can lead to time wasted on unnecessary processes.

Deep dive into the topic

Download eBook
Watch now
Download eBook

Key features of Cloud CRM

Business process management

Manage all types of business processes, both structured and unstructured, with Creatio. The system includes pre-built best practice processes, and the business process designer offers pre-configured elements for users to create their own custom processes. Dynamic Case Management assists in handling unstructured processes, enabling you to select the best path to achieve the desired results more quickly. With drag-and-drop tools, you can easily modify stages and steps, as well as add or remove elements with ease.

360-degree customer view

Effectively manage the data of your customers, leads, and opportunities with Creatio cloud CRM. The database consolidates all account and contact information in one central location. A sophisticated data scientist enriches your customers' profiles with information from open sources. Additionally, the complete history of customer interactions - including orders, calls, messages, and complaints - is stored within the customer profile, eliminating the necessity to search through multiple sources for information.

Collaboration tools

The system enables users to communicate with customers and colleagues directly from the app. Creatio supports collaboration through various channels, including phone and email. It keeps you updated on key developments, latest deals, and projects through its enterprise social network (ESN). With integration to the PBX system, users can make and receive calls directly from the system, while integration with MS Outlook provides tools to manage contacts, opportunities, and leads directly from your inbox, without needing to log into the system.

Knowledge management

Creatio provides a comprehensive knowledge base, a library housing all essential guidelines, scripts, and documents for both new and existing employees. Users can also utilise the knowledge base to share ideas and provide feedback.

Document flow automation

The software features dedicated tools for managing various types of documents, complete with several built-in templates. It monitors the entire history of document approvals and the chronology of activities for each document. Additionally, Creatio allows you to establish relationships between documents and swiftly switch between them.

Mobile application

The ready-to-use mobile application ensures users can access all essential data wherever they are. It operates seamlessly both online and offline, ensuring that the required information is always available regardless of your connection.
Business Process Management in Creatio CRM
360-Degrees Customer View in Creatio CRM
Team Collaboration Tools in Creatio CRM
Knowledge Management in Creatio CRM
Document Flow Automation in Creatio CRM
Creatio Mobile CRM Application

How to select Cloud CRM solution?

Business goals

Identify the functionality you need to achieve your business objectives and choose a system that aligns with your requirements.

Need for third-party apps

Ensure the system includes all essential tools for managing core needs, such as email, phone, and chat communications. It is undoubtedly more convenient to access all necessary tools from a single interface rather than juggling multiple applications.

Quality of technical support

The smooth operation of the software relies not just on its configuration but also on the responsiveness and professionalism of the technical support team.

Vendor strength and reputation

Examine customer reviews and the recent reports from reputable analysts. Reviews will give you an idea of what was expected versus what customers actually received, and how this impacted their business in terms of sales and productivity. Analysts reports will offer insights to compare leading vendors and assess whether the vendor is able to meet the exact requirements of your business.

Ready to get started?

Streamline your marketing, sales, and customer support processes with Cloud CRM!

Get a demo

Users Love Creatio