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Customer Relationship Management (CRM)

High-level

There are several different types of products, services, and platforms included in this category. There are many names and descriptions people use for this category. We have used customer relationship management (CRM) as an overall description.

Every agency needs a way to capture information about, and build relationships with, various individuals and companies. The services in this category allow you to capture prospect information into a database and use that information to manage the relationship with them over their lifecycle with your organization.
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