CRM
A CRM (customer relationship management) is software that keeps a company's customers, its conversations with them and its sales opportunities in one place.
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Explanation
In a CRM every customer has a record: contact details, company, notes, emails, quotes and tasks. Knowledge lives in a shared place instead of one colleague's head or inbox.
For a small business a CRM usually replaces a spreadsheet and scattered emails. Most CRMs include a sales pipeline, tasks and a calendar; many add email campaigns, invoicing or a helpdesk.
How HelloTeam does it
The core of HelloTeam CRM is free for good: contacts, companies, deals, tasks, a calendar, mailboxes and reports. Everything else is added module by module.
Module: Deals (free).