CRM (customer relationship management)
Software that keeps contact records, conversation history, opportunities and tasks in one place.
A CRM is the central system where a business manages everything about its clients and prospects: contact records, notes, tags, call recordings, opportunities and calendars.
In Squaremeters AI, the CRM is the foundation: every conversation handled by the voice agent and Conversation AI is written here, so work that starts with AI is tracked and finished in the CRM.
Why it matters for agencies
Spreadsheets and WhatsApp groups work at low volume, but as enquiries grow, who said what to whom gets lost. The CRM is the agency's memory.
Example
When someone who looked for a rental a year ago calls again, both the assistant and the agent can see their past notes, viewed listings and budget on the contact record.
Related terms
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