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What is CRM?

Overview

CRM stands for Customer Relationship Management. CRM software creates a central place to organize all the details of your customers, making it easy to track the status of every customer relationship. It keeps a record of information you can reference any time. 

CRM software is used for sales, marketing, and customer service. It is also used to manage team relationships. It helps businesses improve customer experiences, retention, and service, impacting growth and profitability.


Shout’s CRM

Shout’s CRM helps you track all kinds of important information about your contacts. Each contact has a profile page where you can manage:

  • Name

  • Phone

  • Email

  • Address 

  • Birthday  

In the contact profile you can also:

  • Add contacts to a channel

  • Add notes

  • Add contacts to tags

  • Add contacts to groups

  • Create and view orders 

  • View scheduled messages

  • View and run drip campaigns

  • See assigned recurring events

  • View dates and notes of past conversations

  • Create an order

  • Create a shipping label 

To learn more about how to upload and manage contacts, go here.

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