Glossary

CRM (Customer Relationship Management)

Software for managing customer interactions, data, and relationships.

Definition

Customer Relationship Management (CRM) is a category of software that helps businesses manage customer interactions, track sales pipelines, store contact information, and analyse customer data across the entire relationship lifecycle.

In Depth

Modern CRMs integrate with communication platforms to provide agents with a unified customer view. Key CRM features include contact management, deal tracking, activity logging, and reporting. Popular CRMs include Salesforce, HubSpot, and Zoho.

Lodgestory integrates bi-directionally with major CRMs, syncing contacts, conversations, and ticket data so agents have full context during every interaction.

See it in action

Learn how Lodgestory implements this concept in the CRM Integration feature.

Explore CRM Integration

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