Leads and CRM
Customer relationship management CRM
The one place where every lead, customer, call, email and note lives, so anyone on your team can see where a deal stands. It replaces the spreadsheet, the sticky notes and your memory.
Why it matters for your business
Leads fall through cracks when they live in five inboxes. A CRM makes sure every inquiry gets a follow up, shows you which sources bring real work, and holds the history when an employee leaves. The data is yours, not the sales rep's.
In practice
A builder's website form, phone calls and referrals all land in one CRM. Each lead has a stage, an owner and a next step, and the owner sees the whole pipeline on one screen each morning.
Related terms
Want this handled rather than explained?
Two minute intake. A real person reads every one and replies within a business day.