What is an online CRM?

An online CRM is a cloud-based platform that manages a company’s interactions with both current and potential customers. An eCRM’s project management features help you organize, manage, track and improve the customer journey , so you can build stronger customer relationships and optimize your sales.

How does an online CRM improve customer relationships?

A CRM centralizes customer information, making it easy to track your previous communication, customer preferences and purchase history. CRM software enables you to segment your customers, send personalized email campaigns and keep track of their stage in the sales funnel , significantly improving satisfaction and customer retention .

Who can benefit the most from an online CRM?

Businesses of all sizes can benefit from stronger customer relations , especially those looking to improve customer engagement. Small businesses and startups can use CRM software to gain insights into customer behavior, while a CRM can help large enterprise teams ensure every customer gets the attention they need.

Is an online CRM only used by sales teams?

An online CRM benefits all customer-facing teams. While a CRM is invaluable for sales, your marketing and customer support teams can also enjoy significant advantages. Marketing teams can use customer data to improve email marketing campaigns, while help desk teams can access customer histories to provide personalized assistance. This all contributes to a better customer experience .

Is the data in an online CRM secure?

Your customer data is a valuable resource that should always be well-protected and cared for, so ensure you check your CRM’s security policies. Pipedrive implements stringent privacy and security measures to protect your customer information, including data encryption, secure data centers and compliance with privacy regulations like GDPR .

Online CRM

Nurture customer relationships with an online CRM

Using the right CRM for your team can increase your opportunities and lead to better customer experiences.

Online customer relationship management (CRM) software enables you to organize all your customer data and track leads through your sales pipeline all in one place.

Discover how Pipedrive’s online CRM can help you strengthen customer relationships and drive more revenue.

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Pipedrive’s online CRM features

Maintain your contacts

Track communication history, review preferences and access real-time contact data to deliver a superior customer experience

Automate admin work

Cut down on repetitive tasks and time-consuming work with triggered follow-ups and workflow automation

Customize your processes

Tailor your sales pipeline, add custom fields and integrate it with your favorite software to reflect your specific processes

Manage your teams

Track your team’s sales goals, collaborate on deals and get a complete picture of your sales performance

Organize your pipeline

Visualize every step of your sales cycle, track every action and get insights into exactly what drives your win rate

Gain fresh insights

Recognize winning sales patterns, forecast future revenue and optimize your workflow

What to look for in an online CRM

When choosing an online CRM platform to help with your sales and marketing, make sure it has these key features:

User-friendly tools. Spend less time onboarding your team and more time selling with a simple CRM built for ease of use and access to free onboarding sessions.
Mobile apps. Plan your day and build customer relationships on the go with a mobile CRM for Android and iOS devices.
Lead generation. Get new leads into your sales pipeline with comprehensive lead generation software.
Integration with your existing software. Streamline your workflow with a wide selection of integrations and add-ons for your favorite apps.

Centralize information for better customer interactions

Trying to find customer details in a jumble of emails, spreadsheets and notes can be frustrating, especially when you’re about to jump on a sales call.

Online CRMs offer a centralized database for your customer data, with lead management across your devices.

Pipedrive lets you update, analyze and share contact details all in one place, so you always have the information you need.

Learn more about Pipedrive’s contact management software.

Reduce repetitive work and focus on high-value tasks

Admin tasks like updating records and sending follow-up emails can end up taking most of your day, leaving less time for actual sales.

Many online CRM tools allow you to automate these routine tasks, freeing up time to focus on more high-touch activities.

Pipedrive offers advanced sales automation to push deals forward, creates personalized emails and sends update notifications to your team.

Discover Pipedrive’s workflow automation features.

Tailor your CRM to perfectly fit your business processes

Some traditional CRM systems can be overly rigid, forcing businesses to work around them and adapt their processes to the software.

The best CRMs adapt to you, offering extensive customization options to personalize the system to your needs.

Pipedrive lets you manage your sales processes your way, with custom pipelines, custom fields and an open API to further extend its functionality.

Learn more about Pipedrive’s customization options.

Bring your sales reps together with next-level collaboration

Monitoring and coordinating your sales team can be challenging, especially if you work from multiple locations.

The top online CRMs come with team management tools for assigning tasks, tracking progress and analyzing performance.

Pipedrive unites your in-office and remote salespeople, enabling you to visualize deal progress and tag team members so nothing slips through the cracks.

Find out more about Pipedrive’s team management system.

Make smarter decisions with data-driven insights

Choosing sales and marketing strategies shouldn’t be guesswork. However, without access to the right data, it’s easy to miss out on big opportunities.

Online CRM software collects sales data so you can analyze it to identify trends, customer behaviors and important sales metrics.

Pipedrive translates that raw data into actionable insights that you can use to optimize your sales management.

Discover Pipedrive’s insights and reports.

Over 500+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

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How Pipedrive helped Ari Motors increase sales tenfold

As demand for Ari Motors’ products increased, the team realized they needed a better way to manage their customer data.

Switching to Pipedrive’s online CRM solution allowed the company to keep all the customer information, buying processes and buying history in one central location. As a result, Ari Motors generated ten times as many inquiries and increased sales tenfold.

“CRM and pipeline management have given our sales department more capacity for the most important thing: selling.”

Read the case study

Online CRM FAQs

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments