CRM & Sales

Customer Relationship Management (CRM)

Software and processes for managing every interaction a business has with leads and customers across the lifecycle.

Definition

Customer Relationship Management, usually shortened to CRM, refers both to a category of software and the business practice of centralizing data about prospects and customers — contact details, conversations, deals, support tickets, and history. A CRM is used by sales, marketing, and service teams to track relationships, follow up on opportunities, and report on revenue. Modern CRMs typically include pipelines, activities, automations, and integrations with email, calendar, and messaging tools.

Example

A sales rep logs into the CRM each morning to see open deals by stage, the activities due today, and recent inbound messages — all tied to the right contact record.

How it relates to WellPlan

WellPlan is built around a CRM that combines contacts, pipelines, conversations, and automations in one place — designed for small teams that previously juggled separate tools. See the features overview.