Online CRM

Online CRM: Browser-based access with no on-premise server

In short

An online CRM runs in your browser and is accessible from anywhere, removing the need for local servers or manual station installs. Updates apply centrally while field teams and back-office staff collaborate on the same real-time data, ensuring full operational visibility across your entire B2B supply chain.

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Who searches for this and why

Users searching for 'online CRM' are evaluating delivery models: they want to eliminate office servers, manual updates, and dependency on IT administrators for local installations.

What "Online CRM"

An online CRM (or cloud CRM) is a delivery model where the application and data run on the provider's infrastructure. Users access the system via a web browser using secure authentication and centrally managed permissions, eliminating the need for local hardware maintenance.

1

Online does not mean 'your data in a shared pile'

The major difference between providers is not the interface, but data isolation and the level of control you retain.

  • Single-tenant instances versus databases shared among multiple clients.
  • Data storage location and who holds administrative access rights.
  • Full export capabilities in structured formats, available anytime without fees.
  • Maintenance windows and how version upgrades are deployed.
2

Concrete benefits over locally installed solutions

The eliminated cost of server hardware is the visible benefit; the real value is the speed of organizational change.

  • New users are active in minutes with no local installation required.
  • Field teams work on mobile devices using the exact same live data.
  • New features reach all users simultaneously without complex upgrade projects.
3

The CRMconnect approach

CRMconnect runs in single-tenant pods with Kubernetes auto-scaling: each company has its own dedicated instance and database, ensuring complete isolation and backup security. Our native modules sync with existing systems like SAP Business One, Microsoft Dynamics 365, or Sage, regardless of whether they remain on-premise.

Tailored scenario · free

See how CRMconnect works for your company

Pick your company profile (distribution, manufacturing, retail, services) and the systems you run, and get a concrete operating scenario: modules, flows, integrations, implementation order.

  • A scenario for your profile, not a generic pitch
  • What stays in the ERP and what moves to CRMconnect
  • The recommended implementation order
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Frequently asked questions

Questions about Online CRM

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