Glossary · Business systems

What is CRM?

CRM (customer relationship management) is software that keeps every customer, enquiry, conversation and deal in one place, so sales, marketing and service teams work from the same customer record. Bitrix24, amoCRM and HubSpot are examples of CRM systems.

Also called: customer relationship management

Why it matters

Without a CRM, customer history sits in a manager’s WhatsApp and in their head, and it leaves with them. A CRM shows the pipeline, who to call today and where deals stall. Its value depends on integration: connected to your website, WhatsApp, 1C and Kaspi, it fills itself instead of becoming another place to type.

1What it holdsContacts, companies, deals, calls, messages, tasks and notes, all linked to each other.
2CRM vs ERPA CRM handles customers and sales; an ERP runs the orders, stock, finance and production behind them.
3Ready-made or customBitrix24 and amoCRM cover a standard pipeline; a custom CRM fits an unusual process or a deep link with 1C.
ExampleA company in Karaganda that sells and fits kitchens gets enquiries from its website, Instagram and WhatsApp. The CRM opens a deal for each one, assigns a manager and reminds them to call back after the measuring visit, and paid orders go to 1C. The owner sees every open deal on one screen.
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