Glossary Terms

CRM

A CRM, short for customer relationship management system, is software that keeps everything you know about a prospect or customer in one place: contact details, past conversations, where a deal stands, and what was said last. The point is that everyone on the team works from the same record, so no detail slips through the cracks. Beyond storing contacts, tools like HubSpot, Pipedrive, and Salesforce show you where every deal sits, automate follow-up reminders, and report on win rates and sales cycles. For a consultant or small service business, a CRM is simply the difference between knowing exactly when you last spoke to someone and what they need next, or guessing.