A CRM platform, or Customer Relationship Management platform, is a system of software or an application designed to support the process of managing sales leads, opportunities, and customers. It is a centralized platform where businesses can store customer and prospect data, track customer interactions, and share this information with colleagues. A CRM system connects all the data from sales leads and customers, all in one place, and consolidates all communications, documents, quotes, purchases, and tasks associated with each lead and client. It allows businesses to manage relationships with customers, helping the business to grow.

A CRM platform is a tool, strategy, or process that helps businesses better organize and access customer data. It helps businesses to manage the company’s relationships and interactions with customers and prospective customers. CRM systems are flexible and scalable, and businesses can leverage AI, integrate social media, and go mobile – anywhere, and at any time. CRM systems also connect with other business tools, including online chat and document sharing apps, and have built-in business intelligence and artificial intelligence (AI) capabilities that accelerate administrative tasks and provide actionable insights.

Effective CRM systems are used to deal with customer relationship management that spans the customers’ entire buying journey from marketing, sales, digital commerce, and customer service interactions. CRM platforms help better understand customer requirements and manage customer relationships efficiently. The gathered information, great insights, and quick collaboration among various teams help provide incredible customer-centric experiences. Eventually, this helps businesses to expand and grow.