AI Glossary · Definition
What is CRM?
CRM: A CRM (customer relationship management) system stores and organises a business's contacts, conversations, deals and follow-ups in one place.
By DAIDU EditorialUpdated
CRM, explained
A CRM gives sales, marketing and service teams a shared view of each customer: who they are, what they asked, what was offered and what happens next. Its value depends on data quality, which is why automation matters: logging WhatsApp and email conversations, updating stages and creating reminders automatically keeps the CRM current. AI adds summaries, lead scoring and suggested next steps.
Example
A brokerage's CRM automatically logs every WhatsApp enquiry with an AI summary and reminds the agent to follow up after three days.