Glossary

What is CRM (Customer Relationship Management)?

Customer Relationship Management (CRM) is a category of software that helps businesses manage customer interactions, track sales pipelines, store contact information, and analyse customer data across the entire relationship lifecycle.

Modern CRMs integrate with communication platforms to provide agents with a unified customer view. Key CRM features include contact management, deal tracking, activity logging, and reporting. Popular CRMs include Salesforce, HubSpot, and Zoho.

InboxCentral integrates bi-directionally with major CRMs, syncing contacts, conversations, and ticket data so agents have full context during every interaction.

Related InboxCentral feature

CRM Integration

Related terms

CDP (Customer Data Platform)

A system that unifies customer data from multiple sources into a single profile.

Omnichannel

A unified customer experience across all communication channels.

See it in action

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