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Monday, April 15, 2024

5 Features of Cloud-Based CRM Software

CRM has become an essential aspect of any business because the sales reps need to be tracked and know what the company offers at any given time so they can proceed accordingly. If you’re looking for the best CRM software solutions, you will find plenty of them on the market right now, but one of the best in terms of offering more than just CRM solutions is definitely cloud-based CRM software. There are plenty of reasons you should choose this type of solution over anything else.


The most accessible features are the ones that can be accessed anywhere, on any device. This includes browser-based CRM and mobile apps. Most companies provide both, which is great for accessibility. Apps that sync with your calendar are also helpful because they don’t require you to manually enter your availability each time you schedule a meeting. For this reason, we’ve made sure that all our data syncs with Google Calendar. In addition, some CRMs will allow you to create templates and use them across different platforms; this saves time by streamlining your workflows in one place.

Cost Savings

A ROI on a traditional CRM system usually takes 5 to 7 years and can cost up to $6,000 per year. With cloud-based CRM software, that return can be seen in 6 months and the average cost is just $200 per month. In addition, there are no long-term contracts or hidden costs involved with monthly pricing that’s affordable for small businesses. In fact, some vendors will even refund your first three months of service as a way to try their product risk-free.

Pro tip: Conducting a sales audit can also save you a ton of money by diving deep into the sales process and identifying the areas of improvement.

Flexibility in terms of Business Needs

People know they need a system that is flexible and easy to use. Customers want their data in one place, and they want their customer service team to be able to access it anytime with any device. When choosing a CRM solution, you’ll need to find something that’s compatible with your business needs.  A cloud-based CRM can give you the flexibility that many other solutions don’t offer. It will allow you to adapt your product or service offerings as needed, which will make it easier for customers to find what they’re looking for and convert to the sales opportunity.

Data Security

Companies’ data are becoming more vulnerable to cyber-attacks every day. For example, earlier this year a massive cyberattack took down several major websites in the U.S., including Netflix, Spotify, Twitter, and PayPal. Cloud-based CRM security can protect your company from these types of attacks by backing up important files and providing comprehensive malware protection for all company devices.

Dashboards and Analytics

One benefit is being able to track visitors. You’ll get a detailed view of where visitors are coming from, including where they end up when they exit your site–on a purchase page or just browsing around? How long did they stay on the website? And what was their final destination after visiting your site? All these questions can be answered with the data that’s stored in analytics and it’s incredibly helpful for finding out more about who visits your website and why. Another one of my favorite features is being able to track phone calls. I can see all incoming phone calls as well as outgoing phone calls for every agent so I know who’s picking up and making sales calls, who needs help with follow-ups, etc. That way I can make sure we’re utilizing our time most efficiently!


When determining which CRM is best for your business, you’ll want to consider certain features and benefits. Overall, Bizymo is a dependable CRM with all the necessary features to help grow and scale your company while still providing personal service.  For example, they have customer service agents that are available 24/7 as well as dedicated account managers that take care of any issues you may be having. For those who are looking for a solution that can be used internationally, this may not be the right solution because they do not support international languages or currencies. Hope these 5 tips were helpful in deciding on which CRM to use!

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