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    Business

    CRM (Customer Relationship Management)

    A system or software for managing interactions with current and potential clients, tracking communications, and organizing client data.

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    CRM systems range from simple spreadsheets to enterprise software like Salesforce. For freelancers and small businesses, a lightweight CRM that tracks contact details, project history, communication logs, and payment status is usually sufficient. Many invoicing platforms include basic CRM features that eliminate the need for separate CRM software.

    Related Terms

    Client OnboardingClient Retention

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    Do Freelancers Need a CRM? Simple Client Tracking That Works

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