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Free Trial
Your own dedicated system
Web based
webCRM is a fully secure, hosted web based CRM system. Work with webCRM from any computer, anywhere, anytime. You only need an Internet connection.
Consulting
Read more about how we can help you fast track your webCRM implementation.
Configuration
Easily configure webCRM. Turn features on and off and add your own data fields to match your business needs.
Our users
More than 4000 users from over 800 companies in 8 different countries use webCRM.
Our customers
webCRM customers range from small to large businesses including government institutions. Working with national and international sales projects covering manufacturing, professional services, media, telemarketing, training, property retail and management, IT solutions, consulting and much more. See our customer list for more information.
Security
Your data is safe with webCRM. This is very important to us. Our servers are located in highly secure, purpose built under-ground facilities. Data is stored using raid disk technology, with daily back-up to a secondary location.
Prices
webCRM is attractively priced. Pay from GBP £ 15 per month per user, and there is no start-up fee.
Marketing
Profile contacts, customers and prospects by any combination of information. Send email or mail shots quickly and easily.
Import contact lists for campaigns.
Accounts
Organise all your customers and prospects. Provide easy fast access to up to date information, such as phone call notes, emails and documents when dealing you’re your contacts.
Manage daily user Activities when dealing with enquiries from customers and prospects. Your web CRM system ensures leads are followed through and not forgotten.
Activity management provides readily available options to record and see all contact notes, edit contact details, create a new contact, send an email, text message or book a meeting. If you are an Outlook user you can automatically synchronise with Outlook.
Activities
Easily allocate leads and ensure follow up Activities. Each Activity displays the full Activity history. From the same screen Users add further contacts, send professional emails and book appointments.
Sales pipeline
Track all sales opportunities from lead to sale. Identify where your successes come from and analyse team and individual performance. Monitor closely how your business is performing and act in time.
Budgets
By using Opportunity Management you can monitor performance by territory, team, individual and products, each having its own annual budget.
Deliveries
Monitor delivery status and risks and keep track of progress. Optional features include time recording and organising deliveries by projects / milestones.
Emails and pdfs
Use multiple templates that allow you to merge information appropriate to your message in a consistent and pleasing format. Store all outgoing and incoming emails by contact. Easily merge data into formatted pdf or Word documents and send by email.
Reporting
webCRM allows users to easily retrieve information themselves without having to learn complex reporting tools. You can report on any area of the system be it activities, opportunities, contacts or calendars. Display and sort results on-line or download the data to an Excel spreadsheet.
Documents
Store all company brochures, forms, fact sheets etc. centrally to email easily to customers or prospects.
Calendar
webCRM provides all users with a central group calendar. Create appointments for multiple users. Email meeting confirmations easily to prospects and customers.
Products
Easily track which products your customers have bought or installed. Store data such as serial numbers, versions, contracts, variants etc.
Outlook integration
Synchronise all or selected contacts, appointments, activities and emails with Outlook.
Website integration
The website integration lets you create and update most data along with activities in your webCRM system from your website. A typical application is when a visitor on your website submits an enquiry.
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