CRM(CRM)
Email and CRM
Email and CRM
A CRM is the system where you keep customers, contacts, deals and all communication, so everyone sees the same state of play.
Beyond storage it's your steering tool: you see which leads are open, where they came from and what revenue sits in the pipeline. Connected to your website, enquiries land in it automatically.
Success depends less on the brand than on discipline: fields everyone fills the same way, a shared definition of each stage, and no second list in a spreadsheet.
Related terms
- LeadA lead is someone who has shown interest and left contact details, for example through a form, call or download.
- Marketing automationMarketing automation sends messages and triggers tasks automatically based on behaviour or data, such as a sequence of emails after a download.
- Lead scoringLead scoring assigns points to leads based on who they are and what they do, so you can prioritise follow-up.
- First-party dataFirst-party data is data you collect yourself from your own customers and visitors: orders, email addresses, on-site behaviour, conversations in your CRM.