Guide
What is CRM software?
Customer relationship management (CRM) software helps teams track leads, deals, customers, and follow-ups in one place instead of spreadsheets and inbox threads.
Core CRM capabilities
- Pipelines and boards for sales stages
- Quotes, orders, and invoices (quote-to-cash)
- Tickets and knowledge base for support
- Campaigns, forms, and marketing automation
- Dashboards across modules
When CRM is worth it
Consider CRM when pipeline visibility is low, quotes and invoices live in other tools, or support history is disconnected from sales records.