Glossary · Customer Relationship Management · CRM software
CRM: definition
A CRM (Customer Relationship Management) system is software that centralises a company's contacts, conversations and sales opportunities, so that every customer and prospect can be followed up.
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What CRM software does
A CRM keeps one record per customer: contact details, conversation history, quotes sent, invoices, appointments. The pipeline shows deals in progress, stage by stage, with their value. Tasks and reminders tell you who to contact again, and when.
For a small business, the benefit is simple: no enquiry gets lost, you know where each deal stands, and the whole team shares the same information.
How a CRM with AI saves you time
A CRM with AI summarises conversations, suggests the next follow-up and brings dormant deals back to the top of the list. Artificial intelligence does not replace the sales relationship: it prepares the work, and you decide.
It works best when the CRM is connected to the rest of your tools. When your website forms, bookings and invoices feed the same customer record, the assistant sees the full picture.
CRM Pro, the Eazyclick CRM
CRM Pro is Eazyclick's CRM for SMEs and sole traders, connected to your website: every form, appointment or signed quote adds to the same customer record. Ziggy, Eazyclick's AI assistant, finds a customer's history in seconds and suggests the next follow-up.
Related terms
- ERP An ERP (Enterprise Resource Planning) system is software that brings a company's management functions (customers, sales, purchasing, invoicing, stock, scheduling) together around a single database.
- Business management software Business management software is a program that helps a company organise its administrative and sales work: customers, quotes, invoices, payments, stock and scheduling.
- AI assistant An AI assistant is an artificial intelligence program you talk to in everyday language to get an answer, a text or an action.
Further reading
Questions about CRM
What is a CRM with AI?
It is a CRM in which an AI assistant reads your customer data to summarise conversations, suggest follow-ups and answer your questions. In Eazyclick, that assistant is Ziggy.
Is a CRM useful for a sole trader?
Yes, as soon as you have several enquiries to follow at the same time. A simple CRM stops you forgetting a quote to chase or a customer to call back.
Does the Eazyclick CRM limit the number of contacts?
No. Contacts are unlimited; the only limit is the number of emails sent per month.
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