Customer relationship management (CRM) is a term that refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth.


CRM software was meant to help businesses better manage their sales pipelines and customer relationships, but it’s only introduced a new set of challenges. Implementation is costly, configuration is complex and onboarding is time-consuming


We need CRM to make your business more efficient and increase your revenue per employee and create repeatable successful processes. A Forward View of Your Business Growing Your Business Replicating Best Practices Risk Management

Importance of CRM

A CRM system consists of a historical view and analysis of all the acquired or to be acquired customers. This helps in reduced searching and correlating customers and to foresee customer needs effectively and increase business. CRM contains each and every bit of details of a customer, hence it is very easy for track a customer accordingly and can be used to determine which customer can be profitable and which not.

Key Features

  1. Marketing automation
  2. Contact center automation
  3. Geolocation technology, or location-based services
  4. Sales force automation
  5. Contact Management
  6. Lead Management for determining high-quality leads
  7. Workflow and Approvals
  8. CRM Data / File Storage
  9. Files Sync and Share
  10. Sales Performance Management
  11. Partner Management
  12. Web-based / Cloud-Based CRM or on-premise CRM deployment