CRM (Customer Relationship Management) is the system that tracks every interaction with prospects and customers. For startups, a well-configured CRM is the difference between organized growth and chaos. The key: define your pipeline stages, required fields, and automation rules before data gets messy.
Key Takeaways
- Define pipeline stages BEFORE entering data.
- Required fields ensure data quality for forecasting.
- Automate follow-ups and alerts to prevent deals from stalling.
- CRM hygiene is a weekly discipline, not a one-time setup.