What is the purpose of a CRM?

[Jahangir655]

A good CRM tool offers an intuitive interface and ample storage space for everything related to a company's prospects and customers. This allows you to gather all call logs, text messages, emails, and meeting notes, as well as all associated documents such as quotes and purchase orders, on a single platform. Finally, CRM software also serves as a task management system for each customer, lead, or prospect.

Since it is a digital database that gathers all interactions with its rcs data portugal customers, a CRM will provide detailed information that will help marketing and sales teams refine their sales funnel .

Understandably, both ERP and CRM software are important tools for organizations of all types. But to get the most out of them, you need to know which type of system is best suited to a given task, process, or department.