What are the three general business functions that CRM software serves?

Discover the three main functions of CRM software and how they can help your business improve customer relationships, sales, and marketing efforts.

The 3 main business functions that a CRM software serves are lead management, sales and marketing, and after-sales customer support.

  • Lead management


  • A CRM helps businesses collect and store leads in an organised way on the same platform. With the right CRM, you can allocate leads to account managers while sending follow-up emails to keep those leads warm. A CRM is a great way to streamline your lead conversion pipeline.

  • Sales and marketing


  • A CRM helps in automating some basic and time-consuming sales processes like sending follow-up emails, payment reminders, and new offers. A CRM can also send personalised marketing campaigns to your leads by segmenting them into separate groups.

  • After-sales customer support


  • With a CRM, you can manage customer support tickets and create a streamlined support process where you can easily see which tickets have been resolved and which ones you still need to. You can prioritise tickets based on the importance of making sure you resolve the most important ones first to ensure customer satisfaction.

    So what's the best CRM to easily do all this? If you still haven't found the perfect CRM for you, try Serviceform's Flex xRM! Unlike a regular CRM, Flex xRM lets you manage a lof of things like payroll, marketing campaigns, recruitment, and so much more. The 'x' in xRM stands for anything you want to manage.

    Flex

    Serviceform's Flex xRM is a fully flexible, all-in-one management tool that helps you manage leads, sales, tasks, and even billing. It's a unique combination of spaces, filters, and fully customisable fields that gives you an unparalleled playground to manage any and all projects.

    Sign up for a free Serviceform account to try Flex xRM for free!

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    “Within six months, we were able to increase our lead generation by 100+ leads every month. It's very easy and convenient, the people are nice, you’ll get answers super fast whenever you need help. The results are good, so try them.”
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