Field Notes

Customer Relationship Management [CRM]

CRMs are online platforms store customer information that help with contact management, sales management, agent productivity, and more. CRM tools can now be used to manage customer relationships across the entire customer lifecycle, spanning marketing, sales, digital commerce, and customer service interactions.

Popular CRM platforms include:

Most CRMs double as email marketing platforms, but not all email marketing platforms function as robust CRMs. Mailchimp has been expanding its CRM capabilities since the late 2010s and is an excellent option for growing small businesses.

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