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CRM

Definition

Customer Relationship Management—software for tracking leads and customers.

In Plain English

A CRM is like a relationship memory—it remembers every interaction so you do not have to.

Real-World Example

Salesforce, HubSpot, and Pipedrive help track leads, deals, and customer communication.

Why It Matters for Your Work

CRMs prevent leads from falling through cracks and enable personalized follow-up.

Common Mistake

Not using the CRM consistently. A CRM only works if everyone logs interactions.

Related Terms

View Segment
Segment

A group of users or data points that share common characteristics.

View Integration
Integration

A connection between two or more software systems that share data.

View Funnel
Funnel

The path from awareness to purchase, typically narrowing at each stage.

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