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CRM (Customer Relationship Management)

Software to track leads, customers and deals in one place.

A CRM is software that stores your contacts, tracks leads and deals through a sales pipeline, and records every interaction, so nothing slips through the cracks. It turns scattered notes and inboxes into a single, shared system.

CRMs range from simple pipeline tools to full platforms with marketing and support. The best one is usually the simplest that fits how your team sells - because a CRM only works if the team actually updates it.