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What is CRM (Customer Relationship Management)?

Operations, IT, cybersecurity. A plain-English definition for Australian business owners.

A CRM is a system that records customer interactions, sales pipeline, and customer-facing data.

Common SME CRMs include HubSpot, Salesforce, Pipedrive, and Zoho. A CRM connects to marketing automation, sales workflow, and (in mature implementations) to the financial system for revenue forecasting.

In a connected back office this sits with the Operations hub, where Valont runs it support, cybersecurity and cloud systems for Australian SMEs as one team. The full definition set is on the glossary.

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General information, not advice. For how this applies to your business, talk it through with a Trusted Advisor or start with the Business Health Check.