CRM Software

Classification of popular CRM systems today

CRM software will become more and more popular. So what are the common types of CRM systems today? Let's find out how to classify CRM systems through this article.
Written by
Published on
June 28, 2024

Why do we need to categorize CRM systems?

Because in the digital transformation of businesses today, the phrase "CRM system" or "CRM software" is repeated a lot and has gradually become an indispensable tool of businesses because of the great benefits it brings. CRM helps companies connect with customers and moreover, it helps increase productivity and improve profits.

According to statistics, it is estimated that CRM technology will reach a value of about $128.97 billion by 2028, corresponding to a compound annual growth rate of 12.1% in the coming years. Therefore, CRM software will become more and more popular. So what are the common types of CRM systems today? Let's find out how to classify CRM systems through this article.


1. Benefits of CRM for each department of the business

a. Management team

For management teams, CRM systems bring the following benefits to businesses: track and evaluate the progress and work results of each employee in each department, grasp the overall business situation of the business, plan and manage project progress effectively and can quickly divide work

b. Sales Team

It can be said that Sales is considered the core task of CRM because it supports the implementation of transactions, contracts, emails, mailing labels, quotations, appointment booking, sales, collection, data management and tracking of previous customer histories. Because CRM supports businesses in many ways, employees can focus their time on closing sales processes or resolving customer problems and complaints.

c. Marketing Team

For the marketing segment, the CRM system helps market to brands. In addition, it also helps to aggregate customer data from multiple sources and analyze it effectively so that it can manage and evaluate the effectiveness of marketing campaigns for businesses.

d. Customer care team

In order to be able to attract new customers while retaining old ones, customer care plays a very important role. CRM software will support businesses to take care of customers automatically such as sending gifts, sending emails, happy birthday messages, congratulations on holidays such as 30/4, 8/3,... Employees can grasp the status of customers through CRM software, thereby having more effective and attractive care processes.

e. Accounting team

CRM systems also help a lot for the accounting teams of companies. Employees can automate a lot of tasks such as automatically reminding appointments or contracts, easily entering data and always being able to capture and cover the financial situation of that business.


CRM system helps accounting teams

2. Popular types of CRM systems today

The classification of CRM systems today can be based on 2 factors:

a. Classification of systems based on technology platform

On-premises (CRM with servers located in the enterprise)

An on-premises CRM is a version of the software that is installed on a business's server. Businesses choose this version because they can have full access and control over all data platforms, armatures, and applications, as well as decide to configure, upgrade, or change the apparatus. 

This means that companies using it can ensure system stability and data security. However, this version will cost businesses a lot of money from infrastructure investment to maintenance and operation.

Cloud CRM

Clound CRM is the cloud version. This means that users can easily access online anytime, anywhere through the internet because the data is centralized in the software provider's Data Center system. Most businesses will choose this version because of its flexibility, ease, fast operation, seamless operation, and above all, it helps to save costs for companies.

For companies with limited technology, this version is perfect because of Clound CRM's relatively easy implementation. With Cloud CRM, businesses will pay for the service plan on a monthly/yearly basis.  

Open-source CRM

Open-source CRM is a platform that allows people to access, copy, edit, and change company data. This system provides quite a full range of essential features and is easy to use for businesses. However, to use this version of the system, businesses need to have a programming team that is knowledgeable in the technical field, capable of installing and customizing software configurations. Otherwise, businesses need to hire the software provider and the fee is of course not cheap

Social CRM

Social CRM is a system that combines social media with a customer management system. Businesses using this version of the system will also be able to easily track customer interactions and responses through the company's social media channels.

b. Classification of systems based on business type

The B2B CRM version will be dedicated to businesses operating on a B2B model. These businesses will provide services or products to their customers who are businesses, companies or organizations.

CRM for B2B businesses



The B2C CRM version is a system version for businesses that provide their products and services to individual users.

3. Conclusion

Nowadays, CRM is becoming more and more popular among businesses, understanding the classification of popular CRM systems today will help businesses choose the most suitable version for themselves and optimize the cost as much as possible.

4. About Opla CRM

Opla CRM is an in-depth CRM solution for customer relationship management and team performance for B2B project-based sales businesses. With the design motto towards user simplicity, Opla CRM has always won the love of customers from the first time.

Over 2 years of development, Opla CRM has customers in many industry groups such as Chemicals, Electrical Equipment, Machinery, Advertising and Communication, Transportation, Technology, etc. to meet a variety of sizes from 5 to 125 users. Customers who use Opla CRM have received significant business growth from improved productivity, instant information from departments to management, and effective support in making strategic decisions.

Let us help you increase your sales revenue by 30% from today by signing up for a consultation here!

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