Customer Relationship Management or Content Management System? You’d think CRM and CMS would be more similar because of those shared Cs and Ms. The similarities between the two, in actuality, cease at those two letters. It’s critical for a business owner to devote time to researching and installing the appropriate software system at the appropriate moment. If you don’t, you risk wasting time and money on a system that isn’t right for your company and will cost you considerably more in training and implementation fees if you have to switch systems in the future.


Source: GBE Technology

In the corporate software landscape, Customer Relationship Management (CRM) and Content Management Systems (CMS) serve two distinct purposes: CRM is all about managing customers and clients, while CMS is all about managing your website.

The majority of businesses begin with a content management system (CMS), particularly those that require an internet portal to promote or sell their product or service. If your company has a website, you’re already using a content management system (CMS) (think WordPress).

Later in the process, when your client base grows, and you need to keep better track of your sales pipeline and customer interactions, you’ll require a CRM (think Salesforce). B2B companies that need to keep track of a lot of client interactions and follow up on leads will benefit from a CRM. If you’re wondering whether your small business needs a CRM or a content management system, the answer is that it probably does, but the timing for both is different. You’ll need a CMS to develop your website and get your business up and running right away, but you won’t need a CRM until you’re ready to start attracting clients. 

Customer Relationship Management (CRM)

Customer relationship management, or CRM, is a very different beast. CRM software organizes and manages client information, making it one of the most critical tools sales and marketing teams can use to keep track of leads and communicate with customers at the most appropriate moments.

If your company deals with consumer data in any way, chances are you’ll need one as well, though the timing may differ from company to company. You won’t need to use a CRM merely when you start acquiring customers and wish to expand your customer base. Without one, keeping track of your consumers and clients would become increasingly challenging.

Key Features

  • Contact Management: Keep track of consumer information such as email addresses, phone numbers, and social media accounts.
  • Customer Interaction Tracking: Keep track of all interactions with your customers, including phone conversations, support inquiries, and purchase histories.
  • Lead Management: Lead management assigns a score to leads and follows up on them depending on their chance of becoming clients.
  • Email Management: Integrate your email and import it immediately into your CRM with this feature. You’ll be able to send out email campaigns and follow up on leads right from your CRM.
  • Pipeline Management: Track the sales process from start to finish, assigning tasks and following up with individual team members.
  • Reporting and Analytics: Gather aggregate performance data on failed and won deals, and forecast future revenues.

Other capabilities to enhance the sales process include marketing automation, product catalog, and document management. However, these are the most traditional functions of a CRM. 

Content Management Systems

We’ll start with CMS because it’ll most likely be the first item you’ll need whenever you’re ready to start your firm. A content management system, or CMS, is the central hub from which you manage all of the material on your website.

If you’re creating an internet firm, your CMS will theoretically serve as its central hub. Consider it as if you were renting a physical location to open your business. You’ll want to make sure it’s easy to find, that it looks well, and that there’s enough room for anything you want to sell. You’ll also need a CMS if you’re not beginning an internet business but want to showcase your goods, market your services, or start a blog.

If you’re a bit more tech-savvy and want a more complicated or customized website, a CMS will include predesigned web templates or “themes” that you can choose from, or it will allow you the ability to create your own design.

Key Features

  • Custom Domain Names: Create a custom domain name that corresponds to your business name.
  • Web Hosting: Either in the CMS or by integrating with a popular web hosting platform, you may store your website and all of its data.
  • Site Editor: Change the layout of your site with a drag-and-drop editor or by utilizing code.
  • Content Library: Store content for publication, such as photographs and videos, in a content library. Some include stock photos that you can use on your website.
  • Online Store: Set up an online store by creating a product catalog and integrating a payment channel so that users may shop online through your website.

One of the most important factors to consider when deploying a CMS is whether or not your site is mobile-friendly (most pre-built templates include responsive design). In 2020, there will be 4.28 billion unique mobile internet users, which means that over 90% of those who browse online do it on a mobile device. In fact, mobile devices account for 54 percent of all internet traffic at any given time.

As Google emphasizes the importance of mobile-friendly sites in determining how to rank a website, you’ll want to be sure your site is mobile-optimized to avoid losing visitors.

CRM and CMS have a few key distinctions

Remember that a CRM is a tool that assists sales and marketing teams in organizing and managing client data, whereas a CMS is a central hub from which you’ll manage all of the material you publish on your website.

Managing contacts, following up on leads, and reporting and forecasting sales are the main business operations that a CRM may assist with. A content management system, on the other hand, is meant to assist businesses in the creation of websites, content management, and the establishment of an online store.  When you first start acquiring clients and want to expand your customer base, you should think about getting a CRM. Without a CRM, keeping track of your customers would become increasingly challenging.

A CMS will be the major center of your website if you’re beginning an online business, want an online presence to promote your product or content, or simply want to create a blog. 

What tools are available?

There are several software alternatives to help you start on the right track, whether you’re searching for a CMS to manage your content or a CRM to manage your clients.

For additional information on how the apps for each subject were chosen, see the methodology section at the bottom of this post. 

If you’re looking for a content management system, then have a look over these tools:- is a cloud-based content management system (CMS) for marketing and sales teams. These teams can use Elink to swiftly publish email newsletters, website content, and single-page marketing content.

The software also includes a bookmarker for Chrome that allows you to save items while on the go. You can alter the title, description, and image of every saved item of content using the extension. This allows you more flexibility in terms of the content you use in your marketing initiatives.

Elink is frequently used to create email newsletters for marketing, email lifecycles, sales outreach, internal staff emails, internal team emails, training resources, internal competitor research newsletters, and many more purposes.


Paperflite is a cloud-based content management system that helps marketing and sales teams collaborate and communicate with prospects. Predefined templates, document management, indexing, text editing, and a repository are among its primary features.

When clients engage with shared material, the program includes a module that delivers notifications to team members. Marketing teams may use this system to develop campaigns by selecting themes, customizing material, and designing messaging for various audiences.

Reports on metrics such as views and downloads, time spent on a page, heat maps, and integrated video analytics are generated by the system. Managers can provide rights for modifying and publishing information to employees based on their roles.


Directus is a cloud-based CMS that allows enterprises to connect bespoke SQL databases to dynamic APIs and see and control database content. It is free and open-source. Customizable branding, bookmarking, revisions and rollback, single sign-on (SSO), status tracking, multi-language, and data filtering are some of the features available.

Supervisors can specify project statuses as draught, under review, published, or soft-delete, as well as role-based permissions for users, using the application’s predefined content writing workflows.

If you’re looking for a customer relationship management system, then have a look over these platform:-


VipeCloud is a cloud-based platform for small and medium businesses in a variety of industries. VipeCloud’s email marketing and marketing automation technologies can help you build your team faster and streamline your sales operations. Task management, lead scoring, email marketing, document storage, social media integrations, and mobile access are all important aspects.

VipeCloud’s marketing suite uses workflow automation and leads scoring to assist sales teams in prioritizing leads. Emails are sent and tracked, outreach initiatives are defined and automated, contact lists are managed and segmented, and email marketing is linked to website visitor behaviors. Users can send personalized video greetings to leads, scan business cards, and automate contact information entry using the sales suite.

Less Annoying CRM 

Less annoying CRM is designed specifically for small organizations. It features cloud-based deployment, multiple configuration options, and a dashboard that displays contact information, projects, files, and other data.

Less Annoying CRM’s contact management and sales force automation (SFA) tools allow you to centralize client information in a single location that is available to the entire team. You can access any notes, files, tasks, events, and pipeline information associated with a contact on the dashboard. Lead tracking, note-taking, calendars, and task management are among the modules available.


While some CRMs have eCommerce capabilities and some CMSs have contact management capabilities, the heart of each product serves a different purpose. However, you’ll almost certainly require both: As you grow your business and wish to establish an online presence, a CMS is essential, and a CRM will be helpful in helping you expand your customer base. For more information, connect with SaaSworthy.

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