What is a CRM?
CRM stands for Customer Relationship Management — the system that organizes everything about your customers and potential customers: contacts, conversations, deals in progress and their history.
What a CRM does in practice
A CRM answers three questions the inbox can't: who are we talking to, where does each deal stand, and what is the next step? Deals move through pipeline stages, activities schedule the follow-ups, and every interaction stays attached to the contact.
CRM alone versus CRM inside an ERP
A standalone CRM stops at 'deal won'. When the CRM lives inside an ERP — as in ERP Mobi — the won deal becomes a receivable and an invoice in the same system, so sales and finance finally share one version of the truth.
Frequently asked questions
Does a small team need a CRM?
As soon as follow-ups start slipping — usually around a dozen simultaneous deals — a CRM pays for itself in deals that stop falling through cracks.