Become an agentic enterprise with our refreshed step-by-step guide.
Get the guide →CRM > CRM: What Is It? video
CRM: What Is It? video
CRMs help companies manage all of their customer data and interactions in one place to strengthen customer relationships and boost productivity.
CRM: What Is It? video transcript
What is CRM?
It’s three small letters that can have a huge impact on your business.
CRM — or Customer Relationship Management — helps companies manage all of their interactions with current and potential customers in one place — so that everyone across every department has instant access to the data they need.
With that unified data, any employee can become an expert on any customer, knowing details like their complete purchase history, the last time they contacted customer service, or even which marketing messages they’ve seen.
This 360 degree view of your customer data makes it easy to build stronger relationships, which leads to increased sales and long-term customer loyalty.
It also helps AI CRMs do even more. Adding artificial intelligence to CRM systems can help humans and AI agents drive customer success together.
AI agents can step in to take on repetitive work — like responding to common customer questions — without constant oversight. They can also analyze your data to predict customer needs, and even perform personalized outreach to business leads…
...all of which frees up employees to do more strategic and higher-level work.
Companies of every size and in every industry use CRM software to get more done. So whether you specialize in sales, service, marketing, commerce, IT — or do a little bit of everything — CRM can help you do it better.
Learn more about CRM
What Is CRM (Customer Relationship Management)?
Learn what CRM is, what it does, and how it can improve your customer relationships.
CRM For Small Business (Your Complete Guide)
Discover how to effectively implement a customer relationship management system for your small business.
19 CRM Features That Will Benefit Your Business
CRM features include contact management, AI, automation, collaboration tools, and other ways to transform your business, internally and with customers.
Best CRM For Startups: The All-In-One Guide
Find out how the right CRM for startups can help boost revenue, reduce costs, and scale operations.
FAQs
This video isn't a full product demo, it's a short explainer that answers "what is CRM?" and breaks down the core concept in plain terms. For a hands-on look at an industry-leading CRM in action, check out this CRM demo.
A CRM tutorial video walks through how to actually use CRM software step by step, rather than just explaining the concept. This video is an introductory explainer, not a tutorial. For hands-on, guided training, check out this guided demo.
In under a few minutes, you'll learn what CRM stands for, how it works, and why businesses use it to manage customer relationships. To go deeper, explore this CRM implementation training.
You can request a free CRM demo from a top-rated CRM provider, just get started here to see the platform in action before you commit.