theCRM logo

theCRM

by CRM-UK.com · Since 1998
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ActiveAvailable globallyCloud
Quick facts
VendorCRM-UK.com
Year launched1998
StatusActive
LocationBloxham Mill Business Centre, Bloxham, Banbury, Oxfordshire OX15 4FF, GB
Countries servedGlobal
Languages14
Integrations28+
Free tier
Free trial
Contact sales

About theCRM

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TheCRM by [CRM-UK.com](http://CRM-UK.com) is a UK-based customer relationship management platform developed with flexibility, customization, and accessibility in mind. Its core objective is to streamline customer interactions, centralize data management, and enhance the overall customer lifecycle through efficient automation tools. Designed to cater to small and mid-sized businesses across various industries, TheCRM offers a comprehensive suite of CRM functionalities including contact and lead management, sales tracking, task automation, reporting, and marketing integration. One of its standout features is its highly customizable framework that allows businesses to tailor the system to their unique processes without needing extensive technical expertise. TheCRM provides a clean, structured interface that prioritizes simplicity without sacrificing capability. Navigation is handled through a well-organized sidebar and a customizable dashboard that gives users quick access to their most relevant metrics and modules. The user interface is built to be logical and intuitive, making onboarding relatively smooth for non-technical users. Features like drag-and-drop customization, color-coded status indicators, and easy-to-read data tables add to its usability.

Pros & Cons

What users like
  • +Adapts to specific workflows and needs.
  • +Connects with various essential business systems.
  • +Grows with your business requirements.
  • +Works on any device, anywhere.
  • +Prioritizes data protection with strong measures.
What users flag
  • While flexible, achieving specific advanced features might involve bespoke work.
  • Tailoring the system extensively might take more time than off-the-shelf solutions.
  • Businesses might be dependent on the vendor for significant adaptations.
  • The actual out-of-the-box feature set might be less extensive than some competitors.

Features

Key features

Scalability
The CRM is designed to grow with your business, adapting to increasing demands and complexity.
Customisability
A fundamental aspect of the software, allowing users to tailor workflows, processes, and integrations to their specific business needs without requiring complex hacks.
Ease of Use
The system is designed to be intuitive and personalized to teams' exact needs, improving efficiency by aligning with existing workflows (e.g., adding contacts before accounts if that's the natural order).
Integration Capabilities
Offers rapid integration with various essential business tools, including marketing automation, event platforms, websites, Microsoft Exchange, ERP systems, accounting software, and industry-specific platforms like Glenigan and Barbour ABI. This aims to reduce data duplication and centralize reporting.
Mobile Accessibility
The modern interface is device-agnostic and responsive, enabling users to manage their CRM from any location with an internet connection.
Robust Security
Customer data security is a top priority, with measures including ISO 27001 certified UK data centers, two-factor authentication (2FA), and AES 256 encrypted user-input fields.
Flexible Deployment Options
Available as a Software as a Service (SaaS) for excellent value or can be deployed on-premise, offering choices based on organizational needs.
Extensibility
The software is built to be expanded and adapted to meet future requirements beyond its initial feature set.

Additional features

Modern CRM Software for all business functions
This indicates that theCRM is not limited to sales teams and can be used across marketing, customer success, project management, and potentially other areas of an enterprise.
Quick to set up
Suggests a streamlined implementation process, allowing businesses to get started with the software relatively quickly.
Meets demanding requirements
Implies the software is capable of handling complex business processes and data management needs.
Improves management, tracking, and reporting of customers, products, and service delivery
These are core CRM functionalities, enabling better oversight of key business elements.
Radically altered workflow can be easily achieved
Highlights the software's flexibility in adapting to and implementing significant changes in how a business operates.
Capability to customise is written into the heart of theCRM
Emphasizes that customisation is a core design principle, not an afterthought.
Change is embraced not forced
Suggests a user-friendly approach to adopting the software, allowing for gradual adaptation rather than a rigid, imposed structure.
Increased flexibility to optimise your processes
The customisation capabilities lead to greater control over and improvement of business workflows.
Enterprise software capability at a sensible price
Positions theCRM as offering advanced features typically found in enterprise-level solutions but at a more accessible cost.
Features and functionality are unlimited (in principle)
This is a strong statement suggesting that the software's capabilities are not inherently restricted by its architecture.
Every installation is considered a customisation
Reinforces the focus on tailoring the software to each client's unique needs.
Adapting to business goals, workflow, or integrations is a fundamental feature
Again, highlights the core importance of customisation and integration.
Ability to add data in the most efficient order for you (e.g., contact before account)
Addresses a common frustration with standard CRM systems by allowing users to input data in a way that aligns with their workflow.
Reduce data duplication
A key benefit of integration, ensuring data consistency across different systems.
Centralise your reporting
Integration enables a unified view of data for comprehensive business intelligence.
Device agnostic and responsive interface
Ensures accessibility and usability across various devices (desktops, tablets, smartphones).
Manage your team and your customers from anywhere
Highlights the benefits of mobile accessibility for remote work and on-the-go management.
Collaborate on customer opportunities
Facilitates teamwork and information sharing related to sales and customer interactions.
Security built into the heart of the system design
Underscores the proactive approach to data protection.
Data securely managed from within an ISO 27001 certified UK data centre
Provides assurance regarding the physical security and management of data.
Access authenticated by 2FA (Two-Factor Authentication)
Adds an extra layer of security to user logins.
AES 256 encrypted user-input fields
Protects sensitive data entered into the system.
Available as SaaS (Software as a Service)
A cloud-based deployment model offering accessibility and often lower upfront costs.
Available for On Premise deployment
Allows businesses to host the software on their own servers for greater control over data and infrastructure.
Designed to be extended and scaled to easily meet future requirements
Reiterates the adaptability and growth potential of the software.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Simple

GBP 35

Countries & Languages

Global
Countries served
14
Interface languages
1
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutchRussianChineseJapaneseKoreanArabicHindiTurkish.

Billing currencies

🇬🇧GBP

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