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AI Solutions & Consulting

Glossary

CRM


A CRM is the software a business uses to track customers, leads, and the history of interactions with them.

A CRM, short for customer relationship management, is often the system of record a lead-intake or follow-up automation is built on top of. Not every business needs one to start, a well-kept spreadsheet can serve the same purpose, but whichever tool holds this data needs to be kept current.

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