All terms

CRM (Customer Relationship Management)

A CRM is software that centralizes a company's interactions with prospects and customers across sales, marketing and support.

A CRM stores accounts, contacts, deals and activities in one place so revenue teams share a single source of truth. Modern CRMs go beyond record-keeping to automate follow-ups, score deals, and surface the next best action.

The best CRMs are customizable — letting teams add custom objects and fields, define their own pipeline stages, and automate workflows without code — so the system fits the business rather than the other way around.

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