What does a CRM do?

Discover the role of a CRM in business operations and how it can enhance customer interactions with our expert insights.

A CRM is a tool that lets you manage everything related to your customers. CRM literally stands for Customer Relationship Management. A CRM can help you easily manage everything from customer data to support requests and payments.

With a CRM, you can easily manage your relationship with customers without the need for dozens of spreadsheets. In a CRM you assign account managers to customers and send notifications to those managers if there's anything to resolve for their customer.

Popular CRMs include HubSpot, ClickUp, and Salesforce – and each can help you stay on top of customer management. But have you heard of a tool called an xRM?

An xRM is a CRM and more. Instead of just a Customer Relationship Manager, an xRM is an Any Relationship Manager. The 'x' stands for anything you need it to. A good xRM will be the only company tool you need to manage everything from finances to human resources. Unlike a CRM which lets you manage customer data, support tickets, and other things related to your customers, an xRM is a fully customisable tool that adjusts according to what you need 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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