CRM (Customer Relationship Management)
CRM is the system that keeps track of leads, customers, and ongoing relationships. It helps teams follow up consistently and avoid losing deals or service requests.
What it is
CRM is the system that keeps track of leads, customers, and ongoing relationships. It helps teams follow up consistently and avoid losing deals or service requests.
What it does day to day
- Capture leads and inquiries.
- Track conversations, tasks, and next steps.
- Organize customers by stage, segment, or priority.
- Hand off qualified work to delivery or invoicing.
Typical data
- Companies and contacts.
- Leads, opportunities, and status stages.
- Activities: calls, emails, meetings, tasks.
- Notes, attachments, and reminders.
Where it overlaps
- ERP for customer billing details.
- OMS for orders tied to a customer.
- PSA for project delivery after a deal closes.
When CRM is the priority
- Sales follow-up is inconsistent.
- Teams do not know who owns the next step.
- Customer history is scattered across inboxes.
How Fleksi.io fits
Fleksi.io connects customers to operational workflows. A customer record can lead to a task, a visit, time tracking, and then an invoice without retyping the same data.