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What is CRM Software?

CRM (Customer Relationship Management) software helps businesses organize customer information, manage leads, track sales opportunities, monitor communications and improve customer service from one centralized platform.

Popular CRM platforms include Salesforce, HubSpot, Zoho CRM and Microsoft Dynamics 365. The right choice depends on factors such as company size, sales process, integrations, automation requirements and budget.

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Salesforce CRM - Customer Relationship Management

Salesforce provides CRM software designed to bring sales, service, marketing, commerce and customer data together on an integrated platform. Its CRM products include tools for sales management, customer service, marketing and commerce.

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CRM Software Guide: What Features Should You Compare?

Before selecting a CRM, compare contact management, lead tracking, sales pipelines, automation, reporting, integrations, customer support and scalability. Comparing several providers can help you understand which features match your organization's workflow.

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Important CRM Features

Contact Management

Store customer information, communication history and business relationships.

Sales Pipeline

Track leads, opportunities, deals and sales activities.



Automation

Automate repetitive sales, marketing and customer service activities.


Reporting

Monitor sales performance, customer activity and business metrics.

Communication

Keep customer emails, calls and interactions organized.

Integrations

Connect CRM systems with other business applications and services.