What Is a CRM?

A Customer Relationship Management (CRM) is a tool to manage customer and prospect interactions. It lets you store customer data, automate processes and communicate across sales, marketing and customer service teams. Having everything in one place makes it easier to build relationships, work smarter and grow your business.

What does a CRM do?

• Stores and organises customer data – Keeps contact details, purchase history and communication records in one place.
• Tracks sales and lead progress – Helps you track prospects, manage pipelines and improve conversion rates.
• Automates tasks and reminders – Reduces manual work by automating emails, follow-ups and appointment scheduling.
• Improves customer service – Gives you access to customer history to offer personalised and efficient support.
• Collaboration between teams – Ensures sales, marketing and customer support teams have real-time customer insights.

Who can use a CRM?

Small business – Manage leads, streamline operations and improve customer engagement.

Sales team – Track prospects, automate follow-ups and make sure no opportunities are missed.

Marketing team – Segment audiences, track campaign performance and automate customer communication.

Customer service team – Access customer history to resolve issues quickly and effectively.

Why is it needed?

A CRM helps you stay organised, save time and build stronger relationships. By using a CRM you can:

Be more efficient by automating routine tasks.

Increase sales by managing leads and tracking customer interactions.

Provide better customer service by giving teams instant access to relevant information.

Whether you run a small business or a big company, a CRM is an essential tool to streamline operations and long-term growth.