CRM system types

There are five types of CRM software. Let’s have a closer look at each:

1. Lead management. A CRM system of this type helps company find potential customers – leads, generate and capture leads, nurture leads and turn them into paying customers – deals. This is also known as a lead-to-deal CRM.
2. Sales management. The primary goal of this CRM system is to streamline sales process for maximum efficiency. This CRM type usually contains tools, such as product catalogs, quotes and invoices, sales targets and commission management.
3. Contact management. This CRM type gives all the necessary tools to work with existing clients. Essentially, it’s a database of names, emails, phone numbers and past communications history.
4. Marketing CRM. The goal of this type of CRM system is to improve marketing efficiency by segmenting existing customer database to reach individual clients with targeted offers via email, SMS, phone, messengers or social media.
5. Helpdesk and customer support. This CRM solution is designed to maintain high level of customer satisfaction by providing outstanding customer service experience. For example, this can be accomplished by communicating with clients in real time via live chat.