Customer relationship management, or CRM, organises information and activities concerning customers and prospects. CRM software can bring together contact details, previous interactions and sales or service work.[1] It extends beyond an address book, although owning software does not by itself establish good customer-management practices.
A store might make an earlier service agreement visible to the employee handling a follow-up. This can spare the customer from repeating the same background. Decide which information is needed, who may access it and when it should be updated or removed. A seemingly complete profile can still be wrong if separate people or accounts have been incorrectly combined.
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Compiled with AI assistance using public sources. General explanation, not individual legal or tax advice. Describing a concept does not mean Zoloo offers it as a feature.