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Technical

What is CRM (Customer Relationship Management)?

Customer relationship management software — tracking leads, customers, team activity and the sales pipeline.

Detailed definition

The core role of a CRM is to systematise the lead → opportunity → customer journey. Common CRMs: HubSpot (freemium, marketing, sales and service integrated), Pipedrive (sales-focused, simple), Salesforce (enterprise), Zoho (widely used in Türkiye). Essential in the B2B, healthcare, real estate and education sectors.

Examples

  • A health tourism clinic's patient lead stages in Pipedrive: new → initial consultation → quote → appointment → surgery.

Related terms

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