Customer management
Customer management is the work of keeping track of a company's customers and its dealings with them, so that no request or quote is lost.
Updated:
Explanation
Customer management software (a CRM) does this in one shared system: who the customer is, what they asked for, what was promised and who owns the next step.
With good customer management, a colleague's holiday or departure does not mean their customers are lost: the history stays on the customer's record.
How HelloTeam does it
In HelloTeam a contact's record shows a timeline of notes, emails, tasks and deals. A departing colleague's open work can be handed over in one step.