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web based crm software

Get A Fully Loaded Web Based CRM Software Package For Free

You can start enjoying the benefits of web based CRM software today. This is not a pesky demo version but a fully operational account. And it yours for free. Enter leads, generate quotes, schedule tasks and even start automating your sales funnel right now. Our system is easy to use and will be up and running in under 5 minutes.

Is Web Based CRM Software Right For Your Company?

If you decide to invest in a CRM system then the next question is: Do you a want hosted CRM program or Web Based CRM software?

In the past you could spends hours weighing up your options. Which one is more secure? What will be the most cost effective? And what system will provide the best performance?

Now there is really very little to think about. Web Based CRM software has you covered on price, performance and security. Then there is the added benefit of flexible access, something you just can’t achieve with desktop or internally hosted CRM systems.

Here is a brief summary of the benefits of Web Based CRM Software:

Pi CRM offers one of the fastest web based CRM systems on the market. You can log in from anywhere from almost any device and access your key client data. You can also customise your screens to cater the system to your specific industry and organisation.

Why not give it a spin? Sign up now to the Pi CRM ‘Forever Free’ plan and start experiencing this advanced yet user friendly software in under 5 minutes.

A Quick Summary Of The Best Bits Of Pi CRM

Business automation is supposed to be about making life easier but many systems don’t live up to this promise. Pi CRM combines power functionality with intuitive navigation, because what is the point of having all those neat features if no-one can figure out how to use them?

Pi CRM helps you understand who your customers are and how your company is performing. It’s flexible enough to adapt to your sales funnel but still easy to use. Gain insights across marketing, sales and support so everyone is working toward common goals. With Pi CRM you can measure results at a glance so you and your company can actively improve results.

1 Get A Fully Loaded Web Based CRM Software Package For Free

Hit the Mark With Reporting

Where are your best customers coming from? Who are the highest performing sales people in your organisation? And which advertising activities are running at a loss? These are the type of questions you can answer with Pi CRM reporting. You can generate reports based on sales reps, locations, lead source, account size and just about anything else you can think of.

2 Get A Fully Loaded Web Based CRM Software Package For Free

View Client to Client Connections

If you look at each contact record in isolation you could be missing a large piece of the picture. Pi CRM shows you the connections between customer records. Who is that client related to? Who is the personal contact for that large organisation? Who referred that new client to you?

3 Get A Fully Loaded Web Based CRM Software Package For Free

Spend More Time Making Sales

Pi CRM cuts down your admin time leaving you more time to work with leads and covert them into sales. Pi CRM captures all customer interactions in a single repository and shares this information across the company. Using the “Opportunity View” you can see all the related activities history, leads, contacts, quotes, projects, and contracts for a particular prospect or lead. From this section you can easily schedule a meeting, close a completed task or even update the status of the lead. You don’t even need to be in the office, just jump on your smart phone on the way back from the meeting and update the status to “Closed/Won”. Awesome!

4 Get A Fully Loaded Web Based CRM Software Package For Free

Pi CRM helps you Plan your Next Move

So you’ve closed a sale, how do you decide what to work on next? Pi CRM provides you with reports and forecasting tools that can help you prioritize your workflow. It’s so easy to use and Pi CRM shows your top opportunities, individual forecasts and pipeline all on your home page. Any urgent or overdue tasks appear in red. With Pi CRM you can stay on top of everything and prioritize your tasks at a glance.

3 Get A Fully Loaded Web Based CRM Software Package For Free

Customize Your Software

If you work in a unique industry or if you like to do things just a little bit differently you might find that most out of the box solutions just don’t work for you. With other web based providers any customization work easily runs into the tens of thousands of dollars. Pi CRM on the other hand has inbuilt customisation modules. You can modify contact screens, reports, invoices, quotes and your dashboard. No programming experience required! And it is available on all Pi CRM plans, even the ‘Forever Free’ model.

5 Get A Fully Loaded Web Based CRM Software Package For Free

Increase Your Data Security

One of the common myths surrounding web based CRM software is that is less secure than internally hosted or desktop solutions. This is just not true. Your data is stored in a state of the art data facility with climate control, 24 hour electronic and personal security. These are the same centres that banks use to house their sensitive data. Is your office or home that secure? Your data is also backed up daily. And when you log in to the system your info is relayed via encrypted code to add another layer of security.

6 Get A Fully Loaded Web Based CRM Software Package For Free

Increase Mobility and Access with Tablet Device Integration

Don’t have a computer handy? No problem! With a Web Based CRM Software, you can access your information easily and securely via 3G connected tablet device. Need a customer’s contact information? No problem! You can easily access accounts and related contact information from your phone. In addition, there’s no more waiting to return to the office to enter your data. This system allows you to enter the data remotely and will even alert your supervisor to any updates in the customers file.

You can give Pi CRM a test run risk free. Just sign up to the ‘Forever Free’ plan to get a fully loaded Pi CRM account. No credit card details required.