CRM (Customer Relationship Management) is the practice of keeping everything a company knows about its customers — companies, contacts, conversations, quotes, orders and support cases — in one place, and the software that makes this possible.
What it does
- One customer record: sales, support and finance see the same customer card instead of scattered emails and spreadsheets.
- Sales tracking: deals are tracked by stage, so you know where every quote stands. See sales pipeline.
- Reminders and automation: follow-up tasks, email sequences and rules make sure nothing is forgotten.
- Reporting: team performance, win rate and revenue forecasts come straight from the data.
In CRModular
CRModular keeps accounts, contacts, leads, opportunities, quotes, orders, contracts and support cases in one database, with access limited by profiles and a role hierarchy. Thinking about leaving spreadsheets behind? Read CRM vs. spreadsheets.