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FixDigital / Knowledge
Hearing about CRM for the first time? Start here. No complicated terms: what it is, what you keep in it and why it helps.
CRM is one place for all your customer and lead information: who contacted you, when, what you discussed and what happens next. Instead of spreadsheets, notes and messages scattered across your phone, everything stays in one record for each customer.
Contact details, where the lead came from, conversation and message history, tasks and reminders, and the stage of each deal. Everyone working with the customer sees the same information.
The system reminds you who to follow up with and when, shows which leads still need attention, and lets you see the status of every deal at a glance. Less searching, fewer forgotten leads.
Any business that receives customer enquiries and wants to handle them in an organised way—from a small business with one representative to an entire sales team. Digital agencies also use CRM to show their clients which campaign leads became deals.
Continue reading
Now that you understand what CRM is, the next step is to learn which capabilities matter to your business and how to choose a system. You will find that in the complete guide to CRM systems.