CRM is software for managing interactions with current and potential customers, tracking leads, deals, communications, and relationships in one place.
Why It Matters
Without CRM, businesses lose track of customer context—CRM systems ensure every team member has full visibility into customer relationships and history.
When to Use This
- Tracking sales leads through pipeline stages
- Logging customer support interactions
- Managing contact information and history
- Automating follow-up communications
Examples
- Sales team tracking deals from lead to close
- Support team seeing full customer history
- Marketing automating drip campaigns based on behavior