A cloud-based CRM is a customer relationship management system that relies on an internet connection rather than downloading software on-premise, i.e., it is a cloud computing setup. These days, cloud-based customer relationship management is far more popular than on-premise SaaS. It’s simpler to set up and use, requiring little to no maintenance. When looking at cloud-based CRM examples, ensure the vendor performs regular fixes and updates.
If you’re reading this, you’re already aware of the significance of customer relationship management. Now it’s time to choose the best cloud-based CRM for your company, whether a startup or an enterprise. This article will walk you through the best cloud-based CRMs for your business.
Best Cloud-Based CRM (Summary)
The benefits of cloud-based CRM software should be obvious by now. So the next step is to look into the best web-based CRM applications. These seven CRM platforms are described in terms of pricing, key features, reasons to buy, and reasons to avoid. We also specify the tasks each of the cloud-based CRM is best for.
- HubSpot CRM – Best cloud-based CRM Overall
- Zoho CRM – Best cloud-based CRM for mobile devices
- Bonsai – Best cloud-based CRM for freelancers and startups
- Agile CRM – Best cloud-based CRM for big and small businesses
- Copper CRM – Best cloud-based CRM for Google users
- EngageBay – Best cloud-based CRM for integrations
- Less Annoying CRM – Best cloud-based CRM for ease of use
1. HubSpot CRM – Best cloud-based CRM Overall
Pricing: Prices starts at $45 per month
Besides being a software for contact management system for your business, HubSpot CRM does much more than that. This cloud-based CRM offers free tools for tracking performance and automating report updates. A comprehensive dashboard provides you with real-time visibility into your sales pipeline.
You can even coach your sales team towards your goal due to receiving reports on individual performance and sales activity. This CRM has a solution for everyone, whether you have a small, medium, or large-scale business. You can have unlimited data and users and 1 million contacts with no expiration date.
Key Features
- Customizable deals dashboard
- Email tracking
- Meeting scheduling
- Live chat
- Prospect tracking
- Crucial real-time email metrics
- Email templates
- Reporting dashboard
Reasons to Buy
- Contact records are enriched with information gleaned from HubSpot’s connections to over 20 million businesses worldwide.
- Distinct HubSpot language and terminology
- There’s a library builder where everyone on the team can contribute useful sales material and track which works best for reusing.
- There are fantastic template generators to help you create business plans, invoices, blog suggestions, email signatures, and marketing plans.
- The basic CRM is completely free for an unlimited number of users and data
Reasons to Avoid
- The learning curve may be a little steep in terms of using the features
- Detecting duplicate data and deduplicating contacts are not always easy
- The free version has limitations in bulk actions, notifications, templates, and document uploads.
2. Zoho CRM – Best Cloud-Based CRM for Mobile Devices
Pricing: Prices start at $14 per user per month (It also has a free version)
Zoho CRM, which has a global network of 150,000+ businesses spread across 180 countries, assists businesses in increasing revenue by improving customer engagement and converting more leads. You can use the tool to schedule meetings easily, give presentations, organize webinars, and get real-time reports.
Key Features
- Zoho CRM Integration
- Marketing Automation
- Team Collaboration
- Catalyst & Developer Tools
- Sales automation
- Zia – Artificial Intelligence
- Performance and analytics
Reasons to Buy
- It promotes serious customer information management
- It is designed with an AI tool called ‘Zia,’ which includes pre-programmed macros for automating repetitive tasks and the ability to create your custom macros.
- It sends you real-time notifications and follow-ups to any device whenever your contacts interact with you via any channel.
- Its various data security systems and assignable roles allow administrators to decide who has what level of access.
- The iOS and Android mobile CRM apps are uncluttered and simple to use
Reasons to Avoid
- Customizing is a bit complex and confusing
- Importing leads directly from email or a web browser could be more convenient
- Reporting bugs to customer support does not always result in a quick resolution
2. Bonsai – Best cloud-based CRM for freelancers and startups
Pricing: Starts at $24 per month with a free trial of a week
As a freelancer or startup, you have limited funds, but this shouldn’t stop you from investing in a CRM that will cater to your needs. Bonsai is created for freelancers and startups as a cloud-based all-in-one CRM that will help you organize projects, manage clients, collaborate with others, and much more. You don’t need to have a high budget to invest in this tool.
If you are just starting out, then you can begin with the Starter Plan, which will allow you to get everything done without breaking the bank. It will help you begin your journey on the right foot as you work on building your client list and track progress. Once you start using Bonsai, you will not want to switch to any other CRM, and the best part is that it will scale with your business.
Key Features
- Forms and templates for client onboarding
- Create templates of tasks for your projects
- Custom tagging to help you with lead scoring
- Track project progress
- Client Portal
- Use tags and rates to create client profiles
- Invite other people to work with you on projects and tasks
Reasons To Buy
- The pricing plans are affordable for freelancers and startups
- You don’t need to have extensive knowledge to use Bonsai
- Keep everything related to your clients and projects in one place
- Opt from board or list views for your projects
- Add notes and leads for your contacts
Reasons To Avoid
- It will take some time to get used to this tool
3. Agile CRM – Best Cloud-Based CRM for Big and Small Businesses
Pricing: Prices start at is $9.99 per user per month (It also has a free version for ten users)
Agile takes the tried-and-true route of segmenting its CRM platform into the big three of marketing, sales, and service. It’s a good platform for both big and small businesses.
Key Features
- Alerts/Notifications
- Account Management
- AB Testing
- Activity Dashboard
- API
- Account Alerts
- Activity Tracking
- Alerts / Escalation
Reasons to Buy
- It prioritizes fast speeds and strong data encryption.
- Availability of numerous seamless integrations
- It supports social plugins for Facebook, LinkedIn, Twitter, and support, telephony, email, billing apps, and SMS,
- It allows you to store an unlimited number of deals, tasks, and documents, even in the free version
Reasons to Avoid
- The mobile app’s functionality has some issues
- Several bugs have been reported throughout its development history
- Updates are frequently time-consuming
4. Copper CRM – Best Cloud-Based CRM for Google Users
Pricing: Prices start at $25 per user per month
Copper’s main selling point is a CRM system designed and built to work in real-time harmony within G Suite, integrating with Gmail, Google Calendar, Docs, Slides, and other applications.
Key Features
- Sales Dashboards
- Lead Tracker
- Opportunity Management
- Contact Management
- Task Management
- Pipeline Management
- Mobile App
Reasons to Buy
- It comes with essential CRM tools, such as contact management, deal tracking, workflow automation, and reports.
- It provides adequate data enrichment
- Effective for collecting customer data from company information, social media profiles, and phone numbers to fill out contact information.
- It allows integration with a robust set of essential tools such as Quickbooks, Slack, MailChimp, and Zendesk
- Availability of data security
Reasons to Avoid
- To keep the Copper panel up to date, you may need to refresh your Gmail inbox
- Set up takes some time and patience
- Workflow automation is not as robust as in some competing CRMs
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5. EngageBay – Best Cloud-Based CRM for Integrations
Pricing: Prices start at $11.99 per user per month
EngageBay is an acceptable substitute. Use this software to acquire customers, form strong bonds with them, and convert them into loyal customers. It can intelligently address your sales, marketing, and customer service requirements.
Using EngageBay, you can automate your marketing campaigns, tasks, and routines, resulting in increased productivity and efficiency in your business without sacrificing quality. Deals can be managed, 360-degree customer insights obtained, meetings can be scheduled, and much more.
Key Features
- Live chat/helpdesk
- Contact management
- Landing pages
- Telephony
- Appointment scheduling
- Email marketing
- Ticketing
Reasons to Buy
- It logs every customer interaction, such as email with contacts, directly into the CRM database
- It allows you to write emails and make phone calls from within the system.
- It makes it possible for you to make your calendar available online so that customers can easily select dates for meetings or phone calls and receive useful follow-up reminders.
- Seamless integration with Mailgun, Zapier, SendGrid, and other third-party services
- It helps streamline business processes and transactional emails to invoicing and payment tracking
- All of your contact data from previous CRM software can also be migrated for free
Reasons to Avoid
- The dashboard is aesthetically outdated and not as user-friendly as one would expect from a modern CRM interface.
- Some of the automation features, such as email notifications, can be a little wonky.
- More advanced searching may appear to be slow at times
- The email templates aren’t plentiful enough
6. Less Annoying CRM – Best Cloud-Based CRM for Ease of Use
Pricing: Prices start at $15 per user per month
As the name implies, Less Annoying CRM provides a simplified solution to help small businesses manage their contacts, follow up on leads, and track them effectively without “getting you annoyed.” The simple system takes only a few minutes to set up and is simple to use.
You can even use its video introduction to become more familiar with its features. However, they provide free email and phone support even if you are not yet a customer if you get stuck.
Key Features
- API
- Channel Management
- Calendar/Reminder System
- Campaign Management
- Client/Property Matching
- Cataloging/Categorization
- Client Management
- Call List Management
Reasons to Buy
- Basic interface is designed for maximum usability
- A lot of customization options
- Its cloud-based status allows for quick, easy, and dependable access from anywhere, including mobile devices.
- full automatic backups and top data security features
- It is well-known for its dependability and always-available customer support.
- If you want to provide excellent customer service on a limited budget, LACRM is an excellent choice
Reasons to Avoid
- Some collaborative functions are missing
- It lacks some desired more complex functions
Frequently Asked Questions
What Is The Best Cloud-Based CRM Software For Business Owners?
There is no single best cloud-based CRM available for all and every need. We awarded first place to Agile CRM, but it was a close race. Copper CRM, as well as EngageBay, are perennial contenders. Less annoying CRM is yet another web-based CRM ideal for those looking for something straightforward. If you’re still undecided about which CRM is best for your company, see if any of your top CRM options offer free trials.
What Does Cloud-Based CRM Mean?
Cloud-based CRM can be defined as a customer relationship management software sponsored on the CRM provider’s servers and accessed via the internet by its customers. Cloud-based CRM is also known as software as a service (SaaS).
Why Should You Use A Cloud-Based CRM?
Cloud solutions enable businesses to provide an exceptional customer experience. A cloud-based CRM can help you automate key processes and centralize your customer database, giving you immediate access to real-time insights and a comprehensive view of your customer interactions.
Is Zoho A Cloud-Based Application?
Zoho CRM is a cloud-based application suitable for a business management platform used by businesses of all sizes. It provides sales and marketing automation tools and helpdesk, analytics, and customer support.
Who Is The Founder Of Zoho?
Sridhar Vembu is the CEO and Founder of Zoho, a privately held cloud-based business software company. Sridhar Vembu, who owns a majority stake in Zoho with his siblings, founded the company with two siblings and three friends as AdventNet.
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