CRM

Customer Relationship Management — software for managing customer interactions across sales, service, marketing, and field operations.

CRM stands for Customer Relationship Management. It refers to software that manages a company's interactions with current and prospective customers across sales, customer service, marketing, and field operations. A CRM is typically organised around Accounts and Contacts, with activities, opportunities, cases, and campaigns hanging off them. Microsoft's CRM offerings inside Dynamics 365 include Sales, Customer Service, Field Service, Project Operations, and Customer Insights, all built on Microsoft Dataverse. Modern CRM systems are deeply integrated with email, calendar, telephony, and AI assistants, and are licensed per user per month.