The right tools


If you need a CRM system which will quickly becomes part of everyday life in the sales team, there is good reason to choose ours. webCRM gives your sales team the basic CRM tools, but also new opportunities in other areas, i.e. customer service, marketing and analysis.

Select your area of interest

Create a successful sales pipeline

A successful sales pipeline relies on an optimised and well managed sales process. With webCRM, you can set and manage targets for all stages of sales, from lead generation to closing orders. Everyone will work to the same sales process and manage enquiries in the same way. This allows you to easily estimate revenue and adjust sales efforts according to your budget.

Read more about pipeline management

Gain full visibility of task management

You will never forget to follow up again. Nor will anyone else in your sales team. webCRM gathers all important tasks in the scheduler on each user’s home screen. Creating new jobs is easy - both for yourself and for others in your team. All performed activities are gathered in the activity log, which provides a quick overview of the status of the customer. In the activity log, it is possible to note, for example, that the "Customer accepted the opportunity per email" while linking to the synchronised email. This provides overview.

Read more about task management

Sales/Customer service
Analysis/Customer service

Use graphs and dashboards to visualise the results

What is the target and how far are we from it? For example, you can turn your KPIs into dashboards and present them on a big screen. This provides motivation. You can also use the visual features in webCRM to make reports and meeting slides more transparent and thus more effective. It does not have to be the sales targets which become a dashboard or graph. For example, you can provide an overall snapshot of support cases. It all adds to the overview - without endless updating of Excel sheets.

Read more about business strategy

Analyse data and produce quick reports

Your company’s customer database contains valuable information about your customers. webCRM gives you the tools to analyse that data and initiate action. For example, is there a pattern to which customers are leaving you? Which vendor sells to a particular industry the best? Prepare reports quickly and present them at the sales meeting, or put together a call list, you can delegate. The webCRM analysis tools can also be used for email broadcasts, where customers with a certain profile receive targeted marketing messages from you. It is all very simple in webCRM.

Read more about project management tool

Customer service/Analysis
Marketing & lead generation

Send targeted emails and newsletters

Of course, you can send emails or opportunities directly from the individual customer card and give them a professional look with templates. Additionally, you can use all the data in webCRM to segment an email broadcast. This may, for example, be an email to all customers with a product which is more than 3 years old. When it is time to follow up on the email, the individual salesperson can look at customer card and see what has been clicked and added to the email. This makes the conversation with the customer more relevant and targeted.

Read more about email marketing

Design PDF and email templates with merge fields

Get a consistent and professional look for newsletters, offers and other documents that you use in sales. Design your own email and PDF templates in webCRM and make your lives a little easier. With webCRM, you can actually merge i.e. recipient name, great product images, correct prices and the individual salesperson's signature into your templates. You can, of course, use the material already available in your ERP system.

Marketing & lead generation

Easily import customer data from Excel

New products from the supplier, output from a conference or an effective call list. webCRM is open to new data which can help you and your sales team. You can import Excel files into the customer database in webCRM. For larger or more complex tasks, you are welcome to get a quote for consultancy from webCRM. You will also get help with the first and crucial data import if you add a start-up package which helps you get started quickly and securely.

Read more about customer database

Utilise data from your existing financial system (ERP)

Integrating webCRM with your ERP system, such as Business Central or Sage, offers many advantages. When you regularly synchronise information between your systems, you will avoid a lot of duplicated effort. A new customer, for example, will only have to be created as a debtor in one place. When you or a colleague need to create an opportunity, it can be done with fully updated product lines from your ERP system using real prices, standard discounts and calculated currencies. Of course, webCRM also gets an insight into your inventory levels, so you can always keep your promises. Once the opportunities become invoices, these will also appear on the customer card. This provides overview.


Assign different access rights for your employees

Who in your sales team must have the ability to import and delete data? Should everyone be able to see each other's sales figures? And who can edit a budget? Competencies, the degree of confidentiality and responsibilities vary greatly from employee to employee.  Therefore, webCRM has more authorisation levels than just "administrator" and "user". With the help of access levels, you can be sure that everyone in your team gets a profile which suits their needs - neither more nor less.

Keep in touch with your customers directly through webCRM

You can book meetings with your customers directly in webCRM and sync with your calendar system. Of course, it also works the other way around. When others in your sales team open a customer card, they can see if you have a meeting with the customer. That way, webCRM provides extra overview - without duplicated effort. The calendar in webCRM also makes it easier to see which colleagues are available. This makes it possible to book meetings on behalf of others.

Capture and record inbound emails

webCRM makes it possible to store emails directly on a customer card. Both the emails sent from webCRM and those you send from your email program. This means more than just a better overview for the team member responsible for the customer. If others in your company need to contact the client, they can see the email history on the customer card. That means you will never lose important knowledge again, and the customer always gets a good experience.

Predict sales and keep track of budget targets

How much of the sales work done in your team ends up as orders? Management and production constantly need answers to that question. webCRM performs estimates using the pipeline function. In each phase of the sale, the individual salesperson assesses the likelihood of success on a lead. Then webCRM does all the calculations puts together a report. That means the end of endless Excel sheet updates. webCRM’s budget function also makes use of the estimates. This allows you to react in time if your team is falling behind.

Read more about project plans


Create and customise fields according to your needs

A CRM system is essentially a database, developed specifically for sales. If you choose webCRM, you get a system which you can adapt even more. It can be fitted to your exact needs. webCRM is free of unnecessary fields which no one ever fills anyway. You start with just the most necessary, and then you can add fields or change field names and contents of the drop-down lists. It is also possible to add advanced features to the fields - such as tallying, calculation function or variable options in the drop-down lists.

Use multiple languages and currencies

Orders may come in from Germany, Eire, USA or any other country. The prices for the customer could be in dollars or Euro's and your pipeline and budget targets are in GBP. Handling sales to several countries quickly becomes complex. webCRM has integrated currencies in all functions. The currency function and Accounting and ERP integration ensure that you never have to spend time doing currency calculations again. If you have employees in other countries or foreign salespeople employed with you, it is no problem. webCRM can manage more than 10 different languages.

Read more about order management


Use the database of products and product lines to put together quotations.

The product database in webCRM gathers all the information about your products and services. Whether these are machines or consultants, it is an advantage for your sales team to know all the details. webCRM takes care of it. The product database also makes creating opportunities a breeze, and when it is time for upselling, knowledge of past purchases can create the perfect call list. Of course, you can synchronise the product database with your ERP system or import the product info from Excel sheets.

Send SMS and make calls via IP telephony directly from the customer card

The phone is most salespeople’s preferred tool. Most IP phone systems can be integrated with webCRM and that offers a number of advantages. For example, when a customer calls in, webCRM will recognise the phone number and, with a single click, you have the customer card on the screen. When you need to make an outgoing call, a single click on the number will do. webCRM can also send text messages to a client or to a whole segment of recipients - for example, a "day before"-reminder when you host an event.   


Integrate your current systems using REST API 

webCRM is built to exchange data with other systems. For example, you can opt for plug'n'play integrations with e-conomic, Bisnode and Vainu. Here, webCRM handles integration. If you have other systems which you want to integrate with webCRM, our API is open to your developers or software suppliers. webCRM is also compatible with Zapier, a tool for rapid integration between 750 apps - i.a. LinkedIn, Trello and Trustpilot.

Plan routes for customer visits and get there on time

Customer addresses in webCRM give you direct access to the map function on your smartphone. This is done via the mobile version of webCRM. That means you can quickly find out how long a journey to the customer takes and be guided all the way. When you are making more customer visits in one day, you can use the function to plan the trip. webCRM puts a red dot on the map where the customers have their addresses. The result is more efficient days on the road. Of course, the map function can also be used in the desktop version of webCRM.

Customer service

Integrate support  and see all cases through

Good service is the best basis for upselling and long-term customer relationships.  Therefore, webCRM has organised support with i.a. a ticket system to ensure that your support team always follows up. You can also send status emails to customers through webCRM. At the same time, salespeople can stay up to date through the customer card. Here, it is possible to record details of each purchase and associated support history, i.e. last service and model number. Another tool in the support module is a common FAQ for the sales and support team. From here, it is possible to merge effective standard responses into customer emails.

Read more about good customer service

Local Telephone support in English

webCRM is designed to be used, not just bought. Therefore, you and your colleagues will receive help to
get started from guides, courses and a very simple user interface. Should you encounter problems, our customer support is just a phone call away. We will handle your call with UK based support to make it as easy as possible for you. You are also welcome to send us emails with your questions- possibly with attached screen dumps or videos. 

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