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Customer Relationship Management

Also called CRM

Customer relationship management software that tracks leads, contacts, deals, and interactions in one place, so a team can manage its pipeline and history. Salesforce and HubSpot are common examples.

Why it matters

A CRM is the system of record for sales, without one, pipeline lives in heads and spreadsheets and forecasting is guesswork. Setting one up early, even a simple one, builds discipline as you scale.

For example

The team runs every lead, deal, and conversation through HubSpot, so the pipeline is visible and forecasting is not a guess.

Go deeper

Close CRM Close · tool A CRM built specifically for early-stage and SMB teams to run outreach and manage a pipeline, a concrete starting point rather than enterprise bloat. Open close.com →

Related terms

Sales Pipeline Customer Success Sales Enablement

Also in Starting Up

See how founders actually handle this on Getting your first customers, part of the Starting Up hub.

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