Glossary

What Is CRM (Customer Relationship Management)?

A CRM (Customer Relationship Management system) is software that stores and manages a company’s contacts, leads, deals and customer interactions in one organised place.

A CRM gives your team a single, shared view of every customer and deal — who they are, what’s been discussed, and what happens next — so nothing falls through the cracks.

Off-the-shelf CRMs work for many businesses, but a custom CRM fits your exact sales process and avoids per-seat fees as you grow.

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