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5 Reasons to move to a Cloud-Based CRM in 2020

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January 2, 2020
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5 Reasons to move to a Cloud-Based CRM in 2020

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Simply put, CRM is an approach used to manage a company's interaction with both regular customers and prospective clients through the use of data analysis of customers' history. The goal of such an approach is to improve business relationships with customers, increase customer retention, and drive sales growth.
One vital concern that most decision-makers and CEOs make is whether or not the CRM implementation is cloud-based. That said, below are five valuable reasons to utilize a cloud-based CRM system for your business. Keep on reading to learn more.

1. Better scalability

There's such flexibility in the use of a cloud-based CRM system. With this in place, your company can easily adjust to the scope of operations, whether setting new offices in different sites, having new users, or adding new modules. With a cloud-based CRM system, your business can seamlessly scale with no technical issues or operational disruption.

2. Integration capability

It's an integral process for companies to store business data and information as well as integrate customer service into the CRM system. These data and information are reviewed and used to study clients, understand their behaviors, and eventually improve business performance. The traditional method has proven to be tedious in integrating this information. With the use of a cloud-based CRM system, however, the integration can be as seamless as possible.

3. Fast implementation

Companies need to be swift in their business operations and service delivery. This includes data storage, customer review, customer service management, and client relationship. With a cloud-based CRM system, all these become easier to achieve. Know that they are very quick and straightforward to set up and implement. Unlike old systems, they do not require extensive hardware and software installation and implementation effort.

4. Top security

Know that the cloud-based system offers top security. Contrary to popular belief, a cloud-based system is actually a secure environment. This is because security is now a standard pre-requisite for companies that provide business and technology solutions. Given that privacy and security concerns are a priority in today's modern business landscape, a cloud-based CRM system ensures that your business stays on top of the game.

5. Accessibility

In today's digital era, almost everybody is connected 24/7. Because of this, it's essential to have access to data anywhere in the world, at any time of the day, and on any mobile devices. That said, a cloud-based CRM system ensures the utmost accessibility of data and information that you can definitely take advantage of. On the other hand, end users can avail your services 24/7 as well.

Final words

Companies with a robust cloud-based CRM system can gain more customers, build closer relationships, and offer better customer service. As a result, it ensures even more revenue. As outlined above, consider the features of a cloud-based CRM system – scalability, integration, quick implementation, security, and accessibility. Ultimately, adopting a cloud-based CRM system will prove to be favorable and beneficial for your business.
If you are looking for a cloud-based client relationship management software, get in touch with us today! We’re happy to help.

Firm360

Canopy

Karbon

TaxDome

Best For Firms That:
Need an expert-driven, robust solution with U.S. support
Focus on tax resolution services, but also need project management
Firms operating globally that consider AI a necessity
Require support for multiple languages & desire a heavily branded client experience
Document Management
Client Portal
Integrated Time & Billing
Basic Reporting Options
Advanced Reporting Options
At some plan levels
Payment Collection via Credit Card & ACH
E-signature
Via integration
Additional fee
Piloting as of November 2024
Project Management
At some plan levels
Additional fee
Automated Workflows
Additional fee
Advanced Integration Options
At some plan levels
Dedicated Customer Success Manager
At some plan levels
Unclear
Additional fee
At some plan levels
Strong Customer Service Reputation
U.S. Based Customer Support
Unclear
Unclear
Built by Accountants, for Accountants
IRS-integrated Transcript Retrieval Tool
Additional fee
AI Integration
Straightforward Pricing
Monthly Pricing
Based on annual billing and listed prices in Nov. 2024. *Denotes "per user"
$49 - $99*

Custom pricing for 20+ users.

3-user minimum for Standard & Premium plans.
$150 - $175 base price for client engagement platform only.

PLUS

$89 - $107 for remainder of modules for first user.

Small-firm pricing available with limited capabilities.
$59 - $89*

Enterprise pricing available.

Add-ons for implementation, training, customer support & more.
$58 - $66* depending on subscription length.

Seasonal users: $85.

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history

Firm360

Best For Firms That:
Need an expert-driven, robust solution with U.S. support
Document Management
Client Portal
Integrated Time & Billing
Basic Reporting Options
Advanced Reporting Options
Payment Collection via Credit Card & ACH
E-signature
Via integration
Project Management
At some plan levels
Automated Workflows
Advanced Integration Options
At some plan levels
Dedicated Customer Success Manager
At some plan levels
Strong Customer Service Reputation
U.S. Based Customer Support
Built by Accountants, for Accountants
IRS-integrated Transcript Retrieval Tool
AI Integration
Straightforward Pricing
Monthly Pricing
Based on annual billing and listed prices in Nov. 2024. *Denotes "per user"
$49 - $99*

Custom pricing for 20+ users.

3-user minimum for Standard & Premium plans.

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history

Canopy

Best For Firms That:
Focus on tax resolution services, but also need project management
Document Management
Client Portal
Integrated Time & Billing
Basic Reporting Options
Advanced Reporting Options
At some plan levels
Payment Collection via Credit Card & ACH
E-signature
Additional fee
Project Management
Additional fee
Automated Workflows
Additional fee
Advanced Integration Options
Dedicated Customer Success Manager
Unclear
Strong Customer Service Reputation
U.S. Based Customer Support
Unclear
Built by Accountants, for Accountants
IRS-integrated Transcript Retrieval Tool
Additional fee
AI Integration
Straightforward Pricing
Monthly Pricing
Based on annual billing and listed prices in Nov. 2024. *Denotes "per user"
$150 - $175 base price for client engagement platform only.

PLUS

$89 - $107 for remainder of modules for first user.

Small-firm pricing available with limited capabilities.Custom pricing for 20+ users.

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history

Karbon

Best For Firms That:
Firms operating globally that consider AI a necessity
Document Management
Client Portal
Integrated Time & Billing
Basic Reporting Options
Advanced Reporting Options
Payment Collection via Credit Card & ACH
E-signature
Piloting as of November 2024
Project Management
Automated Workflows
Advanced Integration Options
Dedicated Customer Success Manager
Additional fee
Strong Customer Service Reputation
U.S. Based Customer Support
Built by Accountants, for Accountants
IRS-integrated Transcript Retrieval Tool
AI Integration
Straightforward Pricing
Monthly Pricing
Based on annual billing and listed prices in Nov. 2024. *Denotes "per user"
$59 - $89*

Enterprise pricing available.

Add-ons for implementation, training, customer support & more.

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history

TaxDome

Best For Firms That:
Require support for multiple languages & desire a heavily branded client experience
Document Management
Client Portal
Integrated Time & Billing
Basic Reporting Options
Advanced Reporting Options
Payment Collection via Credit Card & ACH
E-signature
Project Management
Automated Workflows
Advanced Integration Options
Dedicated Customer Success Manager
At some plan levels
Strong Customer Service Reputation
U.S. Based Customer Support
Unclear
Built by Accountants, for Accountants
IRS-integrated Transcript Retrieval Tool
AI Integration
Straightforward Pricing
Monthly Pricing
Based on annual billing and listed prices in Nov. 2024. *Denotes "per user"
$58 - $66* depending on subscription length.

Seasonal users: $85.

Basic

Popular
$96/year
Basic features for up to 10 users with everything you need.
Get started

Business

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise

$384/year
Personalised service and enterprise security for large teams.
Get started
Overview
Basic features
Users
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history

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