CRM (Customer Relationship Management)

CRM software helps businesses manage interactions and relationships with current and potential customers. It organizes contact information, tracks communication, and supports sales and marketing efforts.

Example

An agency might use a CRM to keep track of client details, schedule follow-ups, and monitor the progress of sales leads—all integrated with their client portal.

Related terms

Account Management Client Lifetime Value (CLV) Client Onboarding

Related article

7 Best CRMs for Agencies That Sell Services (2026)
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