What it is
A CRM keeps notes, emails, tickets, and pipeline data together so teams can see the full story for each customer.
Why teams use it
- Shared view of conversations and commitments
- Forecasting across deals and renewals
- One place to measure health and churn risks
AI angles
- Draft follow-ups or call summaries
- Suggest next best actions based on account data
- Spot risky accounts by pattern matching activity