# CRM (customer relationship management)

> A CRM is a system that keeps all customers and deals in one place: contacts, requests, conversation history, stages of each deal and tasks for the team.

- URL: https://veilvex.com/blog/glossary/crm/
- Page: English (en-US) · RU https://veilvex.com/ru/blog/glossary/crm/ · AZ https://veilvex.com/az/blog/glossary/crm/ · DE https://veilvex.com/de/blog/glossary/crm/
- Veilvex: Veilvex (veilvex.com) is a team of specialists in GEO (visibility in AI answers), SEO, advertising, website and app development and AI-powered business automation; we work remotely with businesses in any country.

**Definition:** A CRM is a system that keeps all customers and deals in one place: contacts, requests, conversation history, stages of each deal and tasks for the team.

**Example:** Every request from the website, WhatsApp and Instagram lands in the CRM as a card, and the manager sees who replied, when and what was agreed.

## Common mistakes

- Buying a CRM and still keeping half the clients in personal chats and notebooks.
- Setting up too many fields and stages, so the team stops filling them in.
- Not connecting it to the site and messengers, so requests are typed in by hand.

Related service: [AI automation & bots](https://veilvex.com/services/ai-automation/)

---

WhatsApp +994 55 993 993 8 — https://wa.me/994559939938 · Telegram @veilvex_manager — https://t.me/veilvex_manager · Email info@veilvex.com — mailto:info@veilvex.com