Operational CRM
Automates sales, marketing and service processes. Suits teams that want efficiency.
CRM
Types of CRM
The main types of CRM system explained, and how to decide which your business needs.
Three types of CRM
CRM systems are usually grouped into three types by what they focus on: running day-to-day customer processes, analysing customer data, or sharing information across teams.
Most modern CRMs combine all three, but knowing the difference helps you prioritise.
CRM types at a glance
What each type does and who it suits.
Analytical CRM
Turns customer data into insight on behaviour, value and trends.
Collaborative CRM
Shares customer information across sales, service and partners.
Cloud CRM
Hosted online, paid monthly, accessible anywhere.
On-premises CRM
Installed on your own servers, now far less common.
Industry CRM
Configured for a sector such as charities or professional services.
Try Business Central in an environment built around your business
Most trials drop you into a generic demo company that looks nothing like the way you actually work. Ours doesn't. We configure your free trial around your business and the use case you care about, so you and your team can test real scenarios with data and processes you recognise.
It starts with a short questionnaire about your industry, your current systems and what you want to prove out. Once that's back with us, your tailored trial can usually be made available within a few working days. Prefer a guided walkthrough first? A standard demo is still on the table - just tell us which you'd like.
Tell us about your business
Complete a short questionnaire covering your industry, processes and the things you most want to test.
We configure your trial
We set up a Business Central environment around your use case, so you're not clicking through a generic demo company.
You're up and running in days
Your tailored trial is typically ready within a few working days of the questionnaire coming back to us.
Enquiry form
Get in touch
Tell us what you want a CRM to improve, and we'll suggest the right type and set-up.
FAQ
Frequently asked questions
Operational, analytical and collaborative CRM.
It depends on your goals. Most businesses start with operational features and add analytics and collaboration as they grow.
For most businesses, yes. Cloud CRM avoids server costs, updates automatically and works anywhere.
It covers all three types, with sales, service and marketing processes, reporting and Microsoft 365 collaboration.