← Back to Blog

Understanding the importance and benefits of web-based CRM

minute read
Start your free trial of Bonsai management tool today!
Start your free trial of Bonsai management tool today!
Try it free
Updated on:
June 23, 2024
June 23, 2024
Start your free trial of Bonsai management tool today!
Discover Bonsai all-in-one business management software.

Usually, web-based CRM (Customer Relationship Management) solutions, often referred to as online or cloud-based CRM, are becoming increasingly popular due to their flexibility and easy accessibility. The noticeable thing is unlike on-premise CRM, cloud-hosted CRM offers users the benefit of accessing customer data through web and mobile versions, and, notably this enables businesses to interact with their customer database in real time, from anywhere. There is no doubt that this type of CRM software not only simplifies data management but also reduces the overall costs associated with maintaining an in-house infrastructure. Consequently web-based CRM provides an effective Software-as-a-Service solution for effective management of customer relationships.

Introduction to web-based CRM

It is widely recognized that CRM based on the web is the modern iteration of CRM software. What's fantastic is developing from on-premise CRM solutions, it has evolved to become an online solution. These browser-based deployments allow businesses to manage customer data efficiently through a web interface. Evidently users have access to their customer database from both web and mobile versions of the application which facilitates management of data and ensures seamless customer service.

Defining web-based CRM

Commonly, ‘Web-based CRM’ is a cloud-based CRM that leverages browser-based deployment to facilitate customer data management. It is generally agreed that these CRM software follow an online solution or Software-as-a-Service (SaaS) model, negating the need for an on-premise CRM. Notably they extend their functionalities through web and mobile versions. It is significant to highlight that such systems offer a web interface to interact with a customer database stored on the cloud-hosted CRM. What’s more, this makes these online CRM versions essential web-based software for businesses focused on enhancing their relationships with their client. 

How web-based CRM works

Inarguably, this CRM works by providing an online solution where businesses can access customer data and manage customer relationships effectively. What's evident is unlike on-premise CRM, this is a SaaS model, where it is deployed via web and mobile versions without the need for physical installations. 

Here the customer database is managed on a cloud-hosted CRM system, which provides an accessible, browser-based deployment method. It is beyond question that cloud-based CRM offers better data management that enhances efficiency in operations. What’s notable is this web-based software offers an intuitive web interface too.

The importance of web-based CRM for agencies

It's surprising how this CRM has become an essential tool for agencies! Amazingly, it provides efficient data management. It's a cool thing that CRM software with a browser-based deployment allows businesses to access customer data easily from various devices through web and mobile versions. Impressively three main advantages of web-based CRM include:

  • Accessible customer database from any location
  • What's worth mentioning is it has a cost-effective online solution, without needing IT infrastructure
  • It's crucial to be aware that it also has enhanced data management through a user-friendly web interface. 

One thing is proven: Investing in a cloud-based CRM is crucial for improving business-client relationships and optimizing operational efficiency.

Centralizing customer data

There is no doubt that centralizing data of the customer is a crucial task in CRM. What’s noticeable is it involves gathering all customer-related data into one location, typically a customer database. Consequently this process is facilitated through various CRM software. With cloud-hosted CRM or Software-as-a-Service, the notable thing is businesses are able to access their data using any web interface. It is worth noting that the optimal centralization of data eventually leads to better decision-making. 

Link to Client Management

Improving customer service

It's well known that improving client service is primarily centered on optimizing CRM. What's obvious is this software can be leveraged to enhance interaction with customers and enrich their experience.

Interestingly, tools such as cloud-hosted CRM and on-premise CRM digitalize customer data and it provides a robust database for the customers. The beneficial thing about this is the online CRM can provide an online solution for a browser-based deployment advantage. Moreover web-based software offers a useful web interface for managing customer interactions. 

Enhancing marketing strategies

Generally effective strategies for marketing often leverage SaaS as well as cloud-hosted CRM systems. What’s amazing is these platforms offer advanced tools for customer relationship management and the management of data. Key benefits include:

  • Mainly a secure, cloud-based CRM system for a comprehensive customer database.
  • Easy browser-based deployment allowing instant online CRM functionality. 

It is evident that this approach enhances marketing outcomes by allowing for a more personalized and efficient customer engagement strategy. It’s just fascinating how this is enabled by a robust web-based software infrastructure!

Benefits of using web-based CRM

One thing is for sure: This CRM offers benefits such as:

  • Effective management of customer relationship
  • Robust data management

The cool thing about this is unlike on-premise CRM, it doesn’t require hardware installation, and, evidently, this makes it an affordable and easy-to-manage customer database. Plus, It is a well-established fact that this SaaS model guarantees secure handling of the data of customers. What's fantastic is the online solution of web-based software through a browser-based deployment provides an intuitive web interface for greater user experience.

Accessibility and mobility

What's worth highlighting is the accessibility and mobility offered by cloud-based CRM are significantly higher than those of on-premise CRM. There is no denying that being an online CRM, it presents a unique advantage of browser-based deployment. Typically, the ‘Software-as-a-Service CRM’ allows for this seamless flow of data management. With a comprehensive web interface, the best thing is such web-based software enables quick and efficient access to customer data.


Undoubtedly opting for a CRM that is based on the cloud provides cost-effectiveness in customer relationship management. What’s amazing is unlike ‘On-premise CRM,’ this web-based software eliminates the need for hardware and maintenance staff. 

The great thing about this is as an online solution, this CRM software provides a deployment that is based on a browser. It is important to highlight that the online CRM also ensures automatic updates and efficient data management. 

Scalability and flexibility

It's obvious that CRM software is known for their scalability and flexibility.

It is important to mention that these solutions enable seamless data management, even when customer database size increases. What's intriguing is the CRM that is based on cloud solutions can be accessed anytime, anywhere which offers flexibility in usage. Not only on-premise CRM but also online CRM systems maintain a high degree of flexibility by offering web interface or browser-based deployment. It is commonly accepted that growing businesses can easily scale up operations using such an online solution, due to its robust software design that is web-based. It’s just staggering how this encourages flexibility across diverse business models!

Real-time data and reporting

One thing is for sure: The efficient management of data is an integral aspect of customer relationship management. What’s noticeable is many businesses are shifting from on-premise CRM to cloud-hosted CRM for real-time data and reporting. It's no secret that this feature offers timely access to the data of customers, and, as a result, enables prompt decision-making. It is purported that web-based software like CRM software provides businesses with a web interface. This online solution captures customer interactions across web and mobile versions allowing real-time visibility into the customer database. It is significant to note that this online CRM capability has revolutionized how businesses manage customer relationships with its cloud-based CRM! What's cool is it offers accuracy, real-time updates, etc. with other business applications.

Top web-based CRM systems for agencies

It is crucial to highlight that CRM systems based on the web has proven to be highly effective for agencies looking to efficiently manage customer data. These platforms typically include:

  • Importantly, a web interface that is user-friendly
  • Advanced data management tools
  • Sizable customer database capacity It is worth noting that 

Powerful features of Bonsai CRM

Tired of juggling multiple tools? Bonsai CRM systems offer a suite of powerful features suitable to meet the unique needs of agencies. These systems are designed to streamline client interactions, project management, and financial oversight, all within one platform to streamline your entire business. From prospect to project and contract to payment, you can now manage everything all in one place.

Here's what Bonsai features are:

Project management integration

Agencies can manage projects directly within the CRM, tracking progress, assigning tasks, and setting deadlines. This integration simplifies workflow and enhances team collaboration, making it easier to deliver projects on time and within budget.

Financial management tools

Bonsai CRM includes features for invoicing, payment processing, and expense tracking. These tools provide a comprehensive view of an agency's financial health, enabling better decision-making and financial planning.

Link to Client Management

Customizable templates

With over 500 free customizable templates, agencies can quickly create documents, proposals, and contracts that align with their brand and meet their clients' needs.

Meeting scheduling and calendar management

Bonsai CRM simplifies scheduling by integrating meeting and calendar management tools. This feature streamlines appointment setting and ensures that all team members are aware of upcoming commitments.

Link to Task Management

In summary, Bonsai CRM systems provide agencies with a powerful set of tools to manage client relationships, projects, and finances effectively. These features are not just about managing data; they're about empowering agencies to work smarter and build stronger, more productive relationships with their clients.

Get paid faster with Bonsai

Manage your agency operations smoothly with Bonsai

Start Free

Overview of Salesforce

There is no denying that ‘Salesforce’ is a leading software provider specializing in customer relationship management solutions. What's fantastic is Salesforce's online CRM offers a cloud-hosted CRM focused predominantly on data management. Amazingly, this allows businesses to manage their customer database efficiently! The platform makes sure accessibility and collaboration at all levels of a business, anywhere. 

It is apparent that Salesforce's web interface provides an all-encompassing online solution to CRM. 

Features of Zoho CRM

Zoho CRM prioritizes customer relationship management. It deserves to be highlighted that this online solution includes a range of valuable features. Particularly, it has both web and mobile versions for ease of use across devices. The outstanding thing about Zoho’s web interface is it promotes user-friendly browsing. It is noteworthy that this CRM is equally ideal for businesses that prefer an on-premise CRM solution. It's an undeniable truth that Zoho CRM displays a strong commitment to improving customer data management practices. 

Benefits of HubSpot CRM

What's worth highlighting is ‘HubSpot CRM’ is a powerful tool that provides business owners with a wide range of benefits. One of the key advantages is its SaaS model, which gives users access to comprehensive web along with mobile versions of the tool. The remarkable thing about this CRM is it also includes robust customer database features. Unlike an on-premise CRM, what’s amazing is HubSpot CRM is cloud-hosted. This eliminates the need for significant IT resource allocation, hardware setup or software installation. 

Insights on Pipedrive

It is beyond dispute that Pipedrive is a comprehensive CRM solution that provides robust features through its online solution. It is safe to say that this software-as-a-service tool enables businesses to manage and analyze the data of customers effectively. It’s astounding how its cloud-based CRM system ensures high data security! What’s amazing is its user-friendly web interface promotes efficient management of data and augments user experience. Furthermore Pipedrive's online CRM allows instantaneous setup with zero hardware costs. It is relevant to mention that its extensive customer database offers insight-driven sales processes, and, delightfully, making it a preferred choice among businesses.

Choosing the right web-based CRM for your agency

Usually, selecting the perfect CRM for the agency involves understanding your needs in terms of customer relationship management. Remember it's crucial to evaluate different CRM software based on their ability to manage customer data, and ensure efficient management of data. You might want to consider a cloud-based CRM for flexible browser-based deployment. Don't forget that a CRM that is cloud-hosted offers an intuitive web interface.

Understanding your agency's needs

Importantly being aware of the agency's needs is pivotal in the process of acquiring CRM software. The noticeable thing is this means discerning whether your operations would be best suited to an on-premise CRM or a cloud-hosted CRM. 

Don't forget to consider factors such as:

  • Access to the data of the consumer
  • The necessity for web and mobile versions

One thing to be noted: It might be necessary to opt for a cloud-based CRM if there is a need for a web-based software with a clean web interface, and robust client database. Alternatively an on-premise CRM might be the perfect online solution for agencies that want more control over their data as well as infrastructure.

Evaluating CRM features and capabilities

In the process of evaluation of the features of CRM and capabilities, it is important to consider the mode of deployment; whether it's an on-premise CRM or a cloud-hosted CRM. 

It's crucial to be aware that ‘On-premise CRM’s offer more control over customer data and data management whereas, on the contrary, cloud-hosted CRMs offer higher accessibility with web as well as mobile versions. One thing is for certain: A good CRM software always comes with a well-organized customer database and a user-friendly web interface. What’s noticeable is some even offer web-based software to make the process faster. It is important to emphasize that these online CRM solutions utilize a browser-based deployment for ease of use.

Considering budget and ROI

Interestingly, keeping in mind both budget along with ROI, it comes as no surprise that a cloud-hosted CRM often comes out on top due to its flexible pricing and lower upfront costs compared to an on-premise CRM. 

Link to Client Management

It's a matter of fact that the SaaS model of online CRM allows businesses to streamline their customer relationship management. What’s worth mentioning is this includes data management of the customer database. It is reasonable to conclude that the scalability of web-based software makes it a smart investment for businesses of all sizes.

Implementing web-based CRM in your agency

Obviously transitioning to a CRM based on the web in the agency elevates your client relationship management to a new echelon of efficiency. There is no denying that, unlike on-premise CRM, cloud-hosted CRM minimizes the need for hardware and software maintenance. What’s remarkable is it represents a secure and flexible online solution, providing easy access to your customer database. One thing is for sure: Not only the web but also mobile versions of the online CRM introduce a highly interactive web interface. It is important to highlight that by utilizing a SaaS model, cloud-based CRM makes it a worthwhile investment for your agency's future growth.

Planning and preparation

It's common knowledge that planning as well as preparation are crucial in deploying CRM tools. It is widely recognized that organizations can choose from various solutions, such as on-premise CRM, or cloud-based CRM. It is vital to note that the primary consideration should be the key functionalities needed, and, usually, this can be part of the customer database and data management requirements. 

Remember, considering the deployment method is vital. Organizations might opt for a web interface platform that simplifies accessibility with online CRM. Notably these options often offer web as well as mobile versions that ensure seamless access to customer data from anywhere. It is essential to understand that before implementing any online solution or web-based software, a comprehensive understanding of the business processes and customer needs can make the transition smoother and more beneficial.

Training and support

What’s notable is efficient management of data can be achieved through comprehensive training and support for both ‘On-premise CRM’ and ‘SaaS CRM’ software. What’s worth noticing is managing a cloud-hosted CRM requires a firm grasp of the following things:-

  • An understanding of online CRM solutions
  • Web-based software

It is relevant to mention that sufficient training will ensure the effective utilization of your customer database. It’s crucial to undergo in-depth training for seamless customer relationship management across all platforms. It is beneficial to remember that Support is also critical in maintaining the below-mentioned things:-

  • Online solution
  • Prevention of data loss
  • Securing customer data

Significantly, continuous learning guarantees efficient CRM software usage. 

Measuring success and adjusting strategy

Don't forget that implementing CRM software that is new should involve an assessment of client relationship management effectiveness. It is evident that measuring success involves examining customer data and seeing how new strategies work. Alongside this, adjusting strategy might involve a change, such as adopting a Software-as-a-Service model. Definitely this includes online CRM with web along with mobile versions for real-time data management. What's interesting is a strong customer database and taking advantage of web-based software solutions will yield the best outcomes. 

Conclusion: The future of web-based CRM for agencies

One thing is for certain: The future of web-based CRM for agencies is incredibly promising. It is beyond dispute that the shift from on-premise CRM to SaaS is definitely gaining momentum. It's no secret that this is primarily due to the convenience of browser-based deployment and the efficiency of online CRM in client relationship management. It's indisputable that the ability to access and manage customer data anytime, anywhere will further revolutionize the agency's customer database and data management operations. It's interesting to point out that advances in these online solutions will continue making the web interface increasingly user-friendly.

Start your free trial of Bonsai management tool today!
Related Articles