What is CRM?

A guide to Keap's CRM and small business automation platform

Chapter  1 :

What is Customer Relationship Management (CRM) software?

CRM stands for “Customer Relationship Management” and is a software system that helps business owners easily track all communications and nurture relationships with their leads and clients. CRM software for small business replaces the multitude of spreadsheets, databases and apps that many businesses patch together to track client data. On top of all that, the information a CRM holds and organizes makes serious automation for serious small businesses possible. The result: organization, efficiency, better time management, fewer manual tasks and impressed clients.

A CRM connects all the data from your sales leads and customers, all in one place. It also consolidates all communications (form fills, calls, emails, text messages and meetings), documents, quotes, purchases and tasks associated with each lead and client. Your entire team can access those details at the right time — to close a sale or deliver outstanding service.

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Pro tip

If you're ready to get started, try the best CRM for small business. Sign up for a 14-day free trial of Keap's CRM and business automation software now. Then walk through the features and examples outlined below in your Keap trial app.


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