CRM (Customer Relationship Management)
Definition
A CRM is software that organizes and manages all business interactions with customers and leads — storing contact details, job history, communication logs, and follow-up reminders in one place.
Common Questions
Real-World Example
An HVAC contractor uses their CRM to automatically remind them to follow up 30 days after every service call.
Why It Matters
CRM Services uses and recommends CRM tools to help trades businesses stay organized.
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