# CRM

Concept · [Business and metrics](https://ecosystem.samcarlton.com/business)

Also called: customer relationship management, CRMs, CRM system, sales pipeline software

Customer relationship management. Software that keeps track of every customer and prospect: who they are, every [conversation](https://ecosystem.samcarlton.com/session) and where each deal stands.

**For example:** After each [sales](https://ecosystem.samcarlton.com/revenue) call, a [founder](https://ecosystem.samcarlton.com/founder) [logs](https://ecosystem.samcarlton.com/observability) notes and the next step in the CRM, so nothing falls through the cracks.

## Connects to (9)

- [Sales funnel](https://ecosystem.samcarlton.com/sales-funnel): The stages people move through from first hearing about a product to buying it.
- [Lead generation](https://ecosystem.samcarlton.com/lead-generation): Finding and collecting contact details of people or companies who might buy, so sales can follow up.
- [Data normalization](https://ecosystem.samcarlton.com/data-normalization): Making records consistent so the same thing is always written the same way, and, in database design, storing each fact in only one place.
- [Sales cycle](https://ecosystem.samcarlton.com/sales-cycle): The steps and time from a first conversation with a prospect to a signed deal.
- [Omnichannel](https://ecosystem.samcarlton.com/omnichannel): Handling a customer across every channel, such as phone, email, chat, text and in person, as one connected experience with shared history.
- [ERP](https://ecosystem.samcarlton.com/enterprise-resource-planning): Enterprise resource planning.
- [Salesforce](https://ecosystem.samcarlton.com/salesforce): A large company whose main product is software for tracking customers, deals and sales teams, a kind of tool called a CRM.
- [Apollo](https://ecosystem.samcarlton.com/apollo): A sales tool with a database of business contacts and companies, used to find prospects and send outreach emails.
- [Kindful](https://ecosystem.samcarlton.com/kindful): Donor management software for nonprofits, used to track donors, gifts and communications.

Map view: https://ecosystem.samcarlton.com/crm