What Is CRM Software?

CRM software helps businesses organize customer and prospect information, manage sales activity and track interactions across a customer journey.

What a CRM does

A CRM typically stores contact records, organizes opportunities, tracks activity and gives teams a shared place to manage relationships.

A pipeline represents stages in a sales or service process.

Automation can act on CRM data, such as creating a follow-up after a form submission.

A CRM may connect to email, SMS, forms, calendars, websites and advertising.

Start with lead capture, qualification, follow-up, appointments, reporting and handoff requirements.

Compare the platform against your actual requirements before deciding.

Official HighLevel source. Verify current product details and pricing before purchase.