A CRM is a Customer Relationship Management tool. Not only does this kind of software help you manage your business relationships and keep information on people of interest, it also helps drive retention and sales. Amazing, right?!
A CRM can be the center of your sales world. Imagine a place that holds all of your contacts’ info including emails, phone numbers and any correspondence you have with them. That’s everything from emails to tasks and even invoices along with a sales pipeline. Even better, your whole team has access to this data in real time.
While a CRM is mostly seen as a sales tool, it can help you manage relationships with your current clients too. Anything from birthday reminders to conversations you’ve had, a CRM can be the extra assistant you’ve always wanted.