# CRM (customer relationship management)

> A CRM (customer relationship management) system is software that stores every contact, company, deal, and interaction in one place, so a business can track leads and customers from first inquiry through to sale and beyond.

Also called: customer relationship management, CRM software, CRM system, sales CRM.

A CRM holds a record for each person and company, with the emails, calls, notes, and tasks attached to it. Open opportunities move through a pipeline of stages, such as new, contacted, quoted, won, or lost. Most systems connect to email, calendars, web forms, and phone systems so activity is logged automatically, and they include reports and automation for reminders and follow-up messages.

Without a CRM, customer knowledge lives in inboxes, spreadsheets, and people's heads, and it leaves when they do. A shared record means anyone can pick up a conversation, follow-ups are not forgotten, and the owner can see how many leads came in, where they came from, and how many turned into sales. That visibility is usually the main gain for a small business.

A CRM only works if the team uses it, so choose one that fits how you sell and keep required fields to a minimum. Clean the data before importing it, agree on what each pipeline stage means, and automate data entry wherever possible. A CRM holds personal data, so set access levels and retention rules. Avoid paying for features nobody will use. We set up and customize CRMs and connect them to lead sources.

## Where we do this work

- [CRM setup](https://techpitsolutions.systems/services/crm-setup)
- [GoHighLevel CRM](https://techpitsolutions.systems/services/gohighlevel-crm)
- [Sales follow-up and CRM updates](https://techpitsolutions.systems/services/sales-follow-up-crm-updates)

## See also

- [GoHighLevel](https://techpitsolutions.systems/glossary/gohighlevel): GoHighLevel is a sales and marketing platform, also known as HighLevel, that combines a CRM, sales pipelines, a funnel and website builder, email and SMS messaging, calendars, and workflow automation in a single account.
- [Lead routing](https://techpitsolutions.systems/glossary/lead-routing): Lead routing is the process of automatically assigning each incoming lead to the right salesperson or team according to rules such as location, service type, lead source, or whose turn it is.
- [Speed to lead](https://techpitsolutions.systems/glossary/speed-to-lead): Speed to lead is the time between a prospect making an inquiry, by submitting a form, calling, or sending a message, and the business making its first real response.
- [ERP (enterprise resource planning)](https://techpitsolutions.systems/glossary/erp): An ERP (enterprise resource planning) system is software that runs a company's core operations, such as accounting, inventory, purchasing, sales orders, and sometimes HR and manufacturing, from one shared database.

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Source: https://techpitsolutions.systems/glossary/crm

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