sales
What is CRM (Customer Relationship Management)?
Software that manages a company's interactions with current and potential customers, centralizing contact data, communication history, and deal pipelines.
In plain English
A CRM is the central database for your customer and prospect relationships. It tracks every touchpoint — emails, calls, meetings, proposals, and purchases — so no context is lost when following up. For SMBs, a CRM is the foundation of sales and marketing automation: when a new lead comes in, the CRM receives the record; when a deal is won, the CRM triggers onboarding; when a customer hasn't bought in 90 days, the CRM triggers a win-back campaign.