Business Operations Software · Customers & sales
CRM Software
Customer relationship management software keeps every contact, lead, deal, conversation and task in one place so a team can sell, serve and follow up consistently.
Also searched as: customer relationship management · sales CRM
What it does
- Contacts, companies and deals
- Sales pipeline
- Email and call tracking
- Tasks and reminders
- Reports and forecasts
Who uses it
Any business with more customers than one person can remember.
Well-known examples
Salesforce · HubSpot · Zoho CRM · Pipedrive · Microsoft Dynamics 365
Buy, build or connect?
Most businesses should start with an off-the-shelf CRM. A custom CRM fits when your process is unusual or the CRM has to live inside your own software.
CRM Setup & Implementation
Get a CRM your team will actually use: set up around your sales process, loaded with your contacts and connected to your website, email and phone.
HubSpot Setup & Integration
HubSpot set up right: CRM, pipelines, forms, email, sequences and reporting, plus custom integrations with your website, store and billing.
Custom CRM Development
A CRM built around how you actually sell and serve customers, from lead to project to payment, without paying for features you never use.
Salesforce Integration
Integrate Salesforce with your website, ERP, billing, marketing tools and custom apps so sales and service teams have the full picture.
Questions about CRM software
What is CRM software?
Customer relationship management software keeps every contact, lead, deal, conversation and task in one place so a team can sell, serve and follow up consistently.
How is AI changing CRM software?
AI now logs calls and emails automatically, scores leads, drafts follow-ups and flags deals going cold, so the CRM finally fills itself in.
Should we buy CRM software or have it built?
Most businesses should start with an off-the-shelf CRM. A custom CRM fits when your process is unusual or the CRM has to live inside your own software.
Need CRM software set up, connected or built?
Tell us what you use today and what you need it to do. We will tell you honestly whether to buy, build or connect, with a fixed quote.
- Big projects and small ones are all welcome
- Fixed-price quotes, no surprise invoices
- You own your code, data and accounts
- A client portal to track progress, invoices and payments
- Rooted in Wisconsin, serving businesses nationwide