The CRM platform to grow your business

“Customer relationship management” – or “CRM” for short – refers to the technology and processes that an organization uses to manage its contacts and relationships, both external and internal. These relationships can be with customers, sales leads, advocates, investors and job applicants. This means that, although the “C” in “CRM” stands for “Customer”, these processes and tools can be used to manage much else besides. Read more in our guide to what is CRM.

CRM software, also known as CRM platforms or systems, specifically refers to the technology organizations use to manage relationships and processes. Typically, these CRM tools enable users to track their activities, manage communications with other parties, measure the impact of their and their team’s actions and forecast revenue. The top CRMs also integrate with other business tools, such as email marketing, document management and website tracking software.

Though CRM means the same in marketing as it does in sales, marketers normally have different responsibilities when it comes to customer relationship management. These marketing activities include sending and tracking email campaigns, generating high-quality leads and managing relationships with content partners.

Choosing the right CRM for your business requires research and testing. Many CRMs, including Pipedrive, offer new users a 14-day free trial to see if the software suits their needs. Three key criteria when looking for the best CRM are ease of use, onboarding and results orientation. You should also make sure your industry can use the interactive CRM and that it can be scaled to accommodate your needs as your business grows. Learn more on how to choose the best CRM.

Many CRMs have native integrations with Facebook. For example, you can integrate Pipedrive with Facebook through our Marketplace app. You can also connect CRM platforms to Facebook through Zapier and other integration tools. Facebook Lead Ads and Pipedrive, for example, can be synced up so that you can track your social media lead efforts in real time.

Pipedrive integrates with hundreds of tools and apps through the Pipedrive Marketplace. As well as Facebook and Zapier, our CRM Marketplace integrations include Xero, WhatsApp, Trello, Zoom and more. You can find Pipedrive integrations with email marketing tools, video calling apps, phone solutions and analytics platforms.