6 Reasons to Use a Self-Hosted CRM

December 1, 2022

Did your business invest in Customer Relationship Management software (CRM) yet? 91% of businesses today with more than 11 employees use CRM Software. And they agree that it offers them valuable insights into customer data. That's why 65% of organizations with open-source CRM software and mobile CRM are achieving their sales quotas. This is compared to just 22% for companies with a non-mobile CRM.

As a business, you can decide to host the CRM software either on the cloud or on your own server, both with their own advantages.

So, are self-hosted CRMs better, and why should you use them for your business?

What is a Self Hosted CRM?

Self-hosted CRMs, as the name suggests, are hosted completely by the user. In other words, you will have to store the server yourself. This also means that you are also responsible for its security and keeping it running.  

But you don't have to do it all by yourself. You can hire a third party to host the CRM software for you. This will also allow you to host it on the same server as your website hosting services. 

Customer Relationship Management Done the Easy Way with a Self Hosted CRM System

No matter what your business strategy is, you will need to talk with clients and customers. And you'll need better deal management or features like easier call recording and document management to improve productivity.

The best part about having a self-hosted CRM is the flexibility and control it offers you over your data. In turn, this can help in better customer management. However, remember that it also requires a bit more effort to maintain than cloud-hosted CRM software. 

So, how do you decide whether or not self-hosted CRM software is right for you?

6 Reasons to Use Self-Hosted CRM Software

Closing deals can take time. And if you don't have all the necessary features you want from lead management software, you will be looking to buy multiple products. Every organization needs multiple tools to work.

For instance, you may want to invest in calendar synchronization software. Or, a tool to record calls, create notes and even list products according to your preferences.

What if a CRM system could do it all? That's where Concord CRM comes in, and here is why you would want to use it.

1. Conveniently Scalable Self HostedCRM Solutions

If you're hosting your CRM system yourself, it will be much easier to scale. A lot of the companies actually using this variant have minimal limitations about the number of resources they are using. In doing so, upgrading resources becomes very easy. 

This kind of contact management software helps increase hard drive storage and memory as needed. And as a result, it becomes easier for companies to handle more data without a lot of hassle. 

2. An Open Source CRM that you can Customise With Ease

Any readymade CRM will come with features that are really interesting but aren't useful for you. Perhaps you'd be better served with having a few additional features. Or maybe, it'd be easier for you to work without having all these features that you have little use for when it comes to carrying out effective marketing campaigns.

If a pre-existing sales proposal software or CRM system doesn't solve all your problems, you might be better suited to a self-hosted solution.

Self hosted CRM often gives you more freedom to customize the software to fit your specific needs. Whether you want to add a unique feature, change the user interface, or integrate other tools, you generally have more flexibility to make it your own when you're hosting it yourself.

3. Increased Security for an Open Source CRM

Data protection is among the most vital parts of being a business. And it is becoming increasingly difficult, with cyber-attacks becoming very frequent. By not having to trust a third party to host the system on a cloud, you can help increase data security by taking matters into your own hands. 

When you self host your CRM, all your customer data stays with you. You're not handing it over to a third-party provider. This is especially important if you have specific data security requirements or if you want to integrate your CRM closely with other in-house systems.

Imagine you're using a commercial CRM with an integrated email client, there's a chance that many employees could access sensitive email conversations. With a self-hosted CRM, you can set more strict access controls. This means you can better limit who has the ability to read emails within the CRM, increasing the security of sensitive information.

This adds another layer of data protection, which can be particularly valuable if you're dealing with confidential or sensitive customer information.

4. Quicker Maintenance

By carrying out your maintenance on-site, you will likely experience little to no downtime for your CRM. In doing so, you won't have to depend on the vendor to troubleshoot and solve the problem on their own time. If there is any issue that needs to be attended to, you can do so immediately with your own resources. 

You can easily customize the lead management process to your company's sales workflow by being independent. 

5. Cheaper in the Long Run

Once you buy and install the CRM, you will not have to make any recurring payments as subscription fees. You will not have to set aside a fraction of your budget for any CRM payments. For smaller organizations, this can make a significant difference in the way they operate. 

In the long run, only the initial investment will be visible for the deployment of the self hosted crm. At that point, it will certainly be cheaper than a regular investment every month, with no access to a CRM once you stop paying. 

Along with full control over data and the ability to customize, the potential for long-term cost savings could make self-hosted CRM a solid choice for your business.

6. Custom Integrations, including Invoice Management

A lot of self-hosted CRM software is open source, which means it is very easily modifiable. This also allows you to integrate with third-party applications such as ERP systems and accounting software. Additionally, this broadens the scope and usability of the CRM system to a great extent. 

Should You Go for an Open Source CRM Software?

Open-source CRM software may sound like a great option - but here's the thing. For any CRM software to run properly, you must invest in security and maintenance. That may not happen without a feature-driven and regularly updated CRM system.

That's where Concord CRM comes in, helping streamline your business operations.

Concord CRM makes document management and deal management simple - and effective- from creating notes and documents to recording calls for easier client management. Our deal management software helps you with sales automation and gives your sales operations team the CRM solutions it needs to succeed.

Ideal for small businesses and medium-sized businesses, our proprietary self-hosted deal management CRM offers plenty of third-party integrations to make business operations easier.

Traditionally, having a self-hosted CRM came with a lot of responsibility. But not with Concord CRM. Try out our proprietary software with its extensive range of reporting options and robust integrations today!