The Getting Started Guide to
Customer Relationship Management
Every good organization needs a CRM to keep their contact data organized and easy to find. What is a CRM? CRM stands for Customer Relationship Manager. CRMs allow you to store all of your customer contact information in one spot. This functionality makes the information easy to find, sort, and organize.

CRMs often offer other functionality like sales pipelines and tasks.

The main purpose of the CRM is to make sure that all employees that use the system stay organized and know how and when they should interact with customers. Tasks are assigned to each employee depending on their role and the stage of the sales pipeline that particular customer is in.
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