CRM stands for Customer Relationship Management. A CRM platform is a tool that helps business owners, like you, manage their relationships with clients and potential clients. It’s like a digital address book that keeps track of all the people you interact with (such as leads, clients, and vendors) including their contact information, communication, and preferences.

With a CRM, you can modernize the way you do business by bringing quotes, contracts, forms, and invoicing all online. A CRM can help you identify sales opportunities, manage your schedule, book appointments and calls, automate reminders and follow-up emails, leave notes for your colleagues, and manage marketing campaigns - all in one central location. This can help you stay connected to your customers, streamline your business processes, save time, and improve profitability.