Home / Guides / CRM (customer relationship management)
A CRM, short for customer relationship management, is software that records customers, leads, deals and every conversation with them, so a team can follow up on time and see the full history in one place. It replaces scattered notes, inboxes and spreadsheets.
In short
A CRM holds contact details, the stage of each deal, tasks, emails and calls, and reports on what is open or lost. It helps most when sales, marketing and support all use it and agree on definitions, such as what makes a lead ready. A tool that no one updates gives no answers.
Who will use it daily, whether it connects to your website forms, email and billing, how contacts and history can be exported, who can see which records, and what it costs per user as the team grows. Start with a simple setup and add fields only when you use them.
Our CRM implementation page covers setting one up.
A real person reads every message and replies.
