Revolutionize Your Business with Web-Based CRM: Benefits & 3 Software

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Salutations, dear readers!

Are you tired of keeping track of customer relationships on a static document or the back of a napkin? Have you been longing for a better way to keep track of your sales client interactions, sales pipeline, and other critical data?

Do not fret because web-based CRM software is here to save the day!

What is web-based CRM software, and why is it such a topic? Simply put, web-based CRM refers to customer relationship management platforms accessible through a web browser, meaning you don't need to install any application on your computer.

However, there is more to web-based CRM than that!

In this article, we'll dive deep into web-based CRM platforms and explore their features, advantages, and factors when selecting a provider. We'll also highlight some of the best web-based CRMs on the market today and give you our expert opinion.

Get ready to ditch the napkin and step into the future of customer relationship management with web-based CRM software. It's like upgrading from a flimsy cocktail napkin to a sturdy, high-quality linen one.

Trust us; your customer relationships will thank you. Let's be honest, who wants to keep track of important client information on a crumpled napkin?

What Is Web-Based CRM?

Now that you've chucked the napkin away, it's time to find out what web-based CRMs are.

You can think of a web-based CRM as a virtual assistant who always has your customer information ready, minus the salary and benefits package.

We know what you're thinking, "Okay, but what makes web-based CRMs more popular than other customer relationship management software?" First, they're cost-effective, easy to use, and highly scalable.

Users can access client data from anywhere in the world as long as they have an internet connection. Some web-based CRM software offers offline features that allow you to check customer data and update reports while out of connectivity—once the connection is restored, the platform automatically loads the new information.

Here are key features you can expect to find in a web-based CRM application.

Key Features


Lead Management

Track and manage leads from initial contact to conversion

Sales Forecasting

Predict future sales based on historical data and trends

Marketing Automation

Automate marketing tasks such as email campaigns and social media posting


Tailor the software to fit your business needs and workflows

CRM Integrations

Connect with other tools and services to streamline your workflow

Reporting and Analytics

Gain insights into your customer data and business performance


Share information and collaborate with team members in real-time

Mobile Access

Access your CRM from anywhere, at any time, using your mobile device

Customer Service

Manage customer inquiries and support tickets in one place


Keep your customer data safe with encryption, access controls, and other security features

Whether a SaaS business owner or sales team leader, a web-based CRM platform offers various features to manage customer relationships more efficiently.

If you're ready to say goodbye to the chaos of stealing napkins from Mcdonald's to keep track of and organize customer information, let's explore web-based CRM advantages.

Benefits of Web-Based CRM Software

Benefits of Web-Based CRM Software

Have you ever felt like you're drowning in a sea of customer data? Are you tired of keeping track of endless spreadsheets and sticky notes?

Not only does web-based CRM software offer a streamlined and organized approach to customer relationship management, but it also brings many benefits.

Let's have a look at some.

Accessibility and Mobility

As long as you have login information and an internet connection, web-based CRM is accessible from anywhere.

Most have mobile apps and web versions, meaning users can access the software from mobile devices and computers. If you have team members globally, this convenient feature will keep your business moving no matter the time of day.

Here are four other benefits of mobile web-based CRMs:

  1. Reduced cost
  2. Seamless collaboration
  3. Real-time updates
  4. Easily Scalable

Since your team will have 24/7 access to a centralized database, there are no more excuses like “I forgot my notebook” or “I used the wrong napkin.”

Ease of Implementation and Use

On-premise CRM software often requires expensive hardware and infrastructure to run efficiently. However, web-based CRMs don't follow an installation procedure because they operate directly from your web browser.

That means you don't have to get a license, buy hardware, or install the software.

Instead, you head to the web-based CRM provider's website, sign up, and gain instantaneous access to the customer relationship management features.

Cost Effectiveness

The primary benefit of web-based CRM is affordability. It's like comparing chalk and cheese when weighing up the costs of web and on-premise CRMs. To tell the truth, a few web-based CRM providers offer free plans that help small companies grow.

However, these free programs are often limited in usage and functionality, meaning choosing a paid tier may be better if you're a larger enterprise.

Scalability and Flexibility

Having a CRM that can grow with your business is not only crucial, but it's also NECESSARY.

While on-premise CRM software is a scalable solution, it usually comes at a pretty hefty cost. This leads to limited capabilities and features while slowing the team down when looking to scale their workflows or processes.

Conversely, scalability is the primary focus of web-based CRMs. Irrelevant of how small or large your organization becomes, a web-based CRM can evolve with your company's requirements.

Integration with Other Tools and Services

Interoperability with other third-party software is crucial to web-based CRM. It's even more critical for the web-based CRM system to integrate with your current tech stack to utilize applications you already use, including but limited to the following:

Because of all the integrations with third-party vendors, web-based CRM gives you a dynamic overview of the client's experience with your organization, from first contact to sales, conversations, and customer feedback.

Features of Web-Based CRMs

Features of Web-Based CRMs

Picture this: You're a superhero, and your arch nemesis is poor customer relationship management. The solution? Web-based CRM software with all its unique features. Having the superhuman ability to automate tasks, track leads, and organize customer data, you'll be the hero your organization deserves.

Let's look closer at the arsenal of features that web-based CRMs offer.

Contact Management

Customer relationship software should always include contact management as a standard. Platforms like Ringy have this important CRM function built in. It lets you better organize contacts through audience segmentation.

Contact management allows you to do the following:

  1. Bolster your marketing strategies when introducing new products or services
  2. Gather critical customer data
  3. Score leads based on specific criteria

Contact management also improves the personalization of contact interactions, making them feel catered to and important. Increased customer satisfaction is a by-product of correctly managing your contact, leads, prospects, and client.

Sales and Lead Tracking

The sales cycle can sometimes be complicated because prospects travel non-linearly through the sales pipeline. Lead management features assist you in identifying leads, the actions they've taken, and where they're sitting in the buyer's journey.

Through the lead management process, you can redirect leads to the correct team member who can score them accordingly. Dead leads can sit in a CRM for weeks, months, or years, but that doesn't mean they are over for good.

Intelligent supervisors redistribute quiet and seemingly dead leads to other team members for engagement to keep prospects in the sales cycle.

Marketing Automation

Marketing Automation

Automating workflows is the primary function of web-based CRM software. Search for a platform with sales and marketing automation features to boost team productivity.

You can set up events or triggers that execute a specific action when these rules are met.

Examples of such events include but are not limited to the following:

  • As agents or representatives complete assignments, the web-based CRM platform automatically reports them to managers for performance reports.
  • When sales reps send messages or call a lead, web-based CRM software automatically tracks all communications and logs hours.
  • Suppose a lead, prospect, or opportunity doesn't respond to a proposal or message. In that case, the web-based CRM system delivers a follow-up email after a preset amount of time, such as two business days or 48 hours.
  • When a prospective client fills out a contact form on a website, the web-based CRM platform instantly directs the message to the correct department or sales representative.

Marketing and workflow automation features simplify tedious tasks, such as inventory control, order tracking, and order processing. Ensure your web-based CRM software has sales and marketing automation capabilities to help each department achieve optimal results.

Customer Service and Support

Providing excellent customer service is pivotal in today's competitive market. Web-based CRM software can help you acquire and retain clients through intuitive lead management tools, such as analyzing, qualifying, and nurturing features.

Here are four capabilities that'll allow your customer support team and sales representatives to perform optimally:

  1. Personalized correspondence by using the customer's first name
  2. Automatically tracks all communication channels from lead acquisition to closed deals and past sales.
  3. Keeps all reps on the same page by logging all purchase histories, website visits, incidents, and other activities so everyone is on the same page.
  4. Supports premade call scripts and email templates that answer the most common customer queries

Some web-based CRM applications, like Ringy, make this even more accessible by integrating with well-known third-party vendors, such as Facebook, Google Maps, Zapier, and Google Calendar.

Analytics and Reporting

Web-based CRMs offer analytics and reporting dashboards that allow users to view statistics in a highly engaging visual representation using customized infographic-style perspectives. The software provides a platform that can be accessed from various portals and deliver accurate updates, improving accessibility across the board.

These reports can help upper management make data-driven decisions, such as exploring an existing market demand or deciding what lead should be disqualified.

Sales analytics and reposting are also other valuable features you'll find in web-based CRM systems. Using the data from these reports, sales teams or managers can improve sales campaigns by analyzing the information and making changes where necessary. Web-based CRMs like Ringy allow you to gather data from various sources, including website traffic, polls, and social media, then analyze it—all from within the same platform.

Factors to Consider When Choosing a Web-Based CRM

Factors to Consider When Choosing a Web-Based CRM

Selecting the perfect web-based CRM software is like finding your soulmate in a sea of online dating profiles. With so many options, it's easy to feel overwhelmed and unsure of where to start.

From the size of your company to the type of industry it's in, these factors help you find the perfect match.

Size and Type of Business

The complexity of the web-based CRM requirements falls on the type and size of your company. Small businesses only need basic CRM features, while more giant corporations may look for a more robust, comprehensive system.

Determine the specific needs of your business and choose a web-based CRM that fulfills those requirements.

Choosing the correct customer relationship management tool is like selecting the proper size napkin for a messy meal. If the napkin is too small, it won't do the job; if it's too big, it'll be a complete waste.

Budget and Pricing

Cost is a significant factor in any business decision, and selecting a web-based CRM system is no exception. A company needs to choose an affordable CRM that fits within its budget.

Some web-based CRMs offer flexible pricing models, such as pay-as-you-go, which allows organizations to pay for what they utilize. Others offer subscription-based pricing models, often with a considerable discount if a year is paid upfront.

The table below showcases an example of pricing models and how providers may offer them.

Web-Based CRM Provider

Pricing Model

Customization Level

Security Features

Customer Support

Provider A





Provider B





Provider C



Malware Protection


As you can see from the table above, web-based CRM providers offer different packages. The business proprietors need to decide what is most important for their organization and choose the web-based CRM that fits their criteria.

Ease of Customization and Configuration

Every company has unique requirements, and a web-based CRM should cater to these needs. A web-based, easy-to-figure, customized CRM can help your organization reach its customer relationship management goals.

It's essential to consider the technical expertise required to customize the web-based CRM (or does your provider offer these services?) If the software is too complicated, it may be challenging for a non-technical person to use.

Security and Data Privacy

Data security and privacy are of the utmost importance when storing customer credentials. A company must ensure that the web-based CRM they select has robust security features and complies with data privacy laws.

If the web-based CRM provider doesn't have adequate data backup and recovery procedures, that's a red flag. Just like a napkin protects your shirt from spills, a web-based CRM must protect your data from breaches and prying eyes.

Customer Support and Training

Implementing a new CRM system can be a daunting task. Therefore, organizations should choose a web-based CRM solution that offers comprehensive customer support and training (like Ringy.)

This ensures a seamless onboarding process, allowing the CRM to run without hiccups. Before signing up with a web-based CRM solution, check the quality of the support and training provided.

We would steer clear of that solution if there's a lack thereof.

An excellent web-based CRM provider will offer 24/7 customer support, friendly customer service employees, and training sessions that are easy to follow, just like folding a napkin.

3 Best Web-Based CRMs

Attention all business owners! Are you tired of endlessly swiping left and right on CRM software options only to feel disappointed and alone? We're here to be your CRM matchmaker again and have some fantastic solutions for you.

These three web-based CRMs are like the Brad Pitt, Angelina Jolie, and George Clooney of the CRM world: they're attractive, successful, and can make your heart (and your business) skip a beat.

So, without further ado, let's take a closer look at the three best web-based CRMs on the market.




What is the most critical part of any organization?

Communication, of course.

Ringy is a web-based CRM that assists small to large organizations in managing leads, recording customer interactions, and improving sales operations. The software includes an administrative dashboard, enabling users to segment outbound/inbound calls as referrals, rescheduled, or new leads based on the prospect's onboarding process.

Businesses can use Ringy to contact prospective customers via email DRIP campaigns, SMS, or phone calls and record each interaction individually. Ringy is a centralized database that allows managers to assign follow-up tasks to specific representatives and automatically store lead data.

Moreover, companies can use Ringy's built-in VoIP (voice over internet protocol) to place forwarded calls to specific sales reps or conduct conference calls.

The table below highlights some of the primary advantages of Ringy.

Benefits of Ringy CRM

  • Centralized customer data storage, providing easy access to customer information from anywhere, anytime
  • Efficient management of customer interactions, allowing for quick response times and personalized communication
  • Automated sales and marketing processes, saving time and resources while improving lead generation and conversion
  • Customizable reports and analytics, enabling businesses to make informed decisions based on real-time data
  • Collaboration tools for teams, enhancing communication and coordination between different departments

Besides these great benefits and features, Ringy now has a new AI Tool that helps with customer communications. For an additional cost of just $10 monthly, you can access our intuitive tool (paired with ChatGPT 4.0) to streamline your lead interactions.

With Ringy's ability to integrate with various third-party applications and its affordable pricing of just $109/month, you can't go wrong with the ultimate sales and communication web-based CRM platform.




If you're looking for a web-based CRM software to empower your business and provide a 360-degree view of all customer relationship activities, Zoho CRM is the answer.

The platform offers key features including but not limited to the following:

  • Workflow automation
  • Pipeline management
  • Sales funnels
  • Contact management
  • Sales forecasting
  • Inventory management

One thing users love about Zoho CRM is its user-friendly interface, which makes it easy to navigate and customize the platform to your requirements. The highly configurable software allows users to create reports, workflows, and custom fields matching their criteria.

A downside to Zoho CRM is that it can take some time to fully understand and leverage its features. However, the company offers a robust support system, including online training resources, webinars, and a helpful community forum, which can help new users get up to speed quickly.


engage bay


If you're looking for an all-in-one solution that helps sales, support, and marketing teams accomplish results, look no further than EngageBay. This web-based CRM was designed to assist small to midsize organizations in acquiring, engaging, and converting website visitors into paying clients.

It has a plethora of marketing tools to build customer relationships and retain them for their lifetime value.

A few of EngageBay's features include:

  • Contact management
  • Appointment scheduling
  • Telephony
  • Helpdesk
  • Ticketing
  • Live chat
  • Landing pages
  • Email marketing

EngageBay has built-in CRM tools, allowing enterprises to track and manage all activities across deals, leads, and customers as they move through the marketing funnel. Additionally, it provides marketing capabilities for users to generate leads through social media engagements, customizable pop-ups/forms, email templates, and much more.

The platform enables companies to integrate with Xero, Zapier, and multiple third-party services, such as HubSpot, MailChimp, Intercom, and Salesforce.

With EngageBay, you can change how you run your business by automating workflows, monitoring customer relationships, and analyzing performance.

Web-Based CRM - Final Thoughts

A web-based CRM can be a game-changer for businesses of all sizes. It can help streamline your sales process, improve customer satisfaction, and boost your bottom line. But choosing the right web-based CRM can be overwhelming, with so many options on the market.

It's like trying to choose the perfect napkin for your dinner party. Do you prefer the classic white linen napkin or a funky, patterned cloth napkin? Just like how the wrong napkin can ruin the ambiance of your dinner party, choosing the wrong CRM can harm your business. So, it's essential to do your research and choose wisely.

At Ringy, we offer the perfect napkin (web-based CRM solution for ambitious businesses.) With its user-friendly interface, customizable features, and top-notch customer support, Ringy makes managing your customer relationships a breeze.

Refrain from settling for a subpar CRM solution. Choose Ringy as your web-based CRM partner, and watch your business soar to new heights. After all, an excellent CRM solution is like a great napkin - it can elevate the entire experience and make all the difference.

Are you ready to take your business to the next level? Request a demo today!