Glossary
CRM
A CRM is your company's digital address book for customers. It keeps in one place who each customer is, what you discussed, which quotes they received, what they ordered and when to call them again. That way nothing gets lost in inboxes, notebooks or one colleague's memory.
Example: Before a call, the salesperson sees the customer's last three orders and last month's quote in the CRM.
Off-the-shelf or custom?
For many businesses an off-the-shelf CRM is enough. When your work is special, we build one to fit: see custom apps.