Glossary
Customer Relationship Management (CRM)
A CRM is software that stores and manages all of your interactions with leads and customers, including contact details, conversations, deals, and tasks, in one place so nothing falls through the cracks.
A well-run CRM gives the whole team a single view of every relationship, automates follow-up and handoffs, and turns scattered notes into a reliable pipeline.
An untrusted or messy CRM is one of the most common reasons leads slip and forecasts are wrong.
Related terms
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