A CRM (Customer Relationship Management) system is software that keeps every lead, customer, conversation, task and deal in one place, so teams can follow up on time, track the sales pipeline and serve customers consistently.
Why it matters
Without a CRM, customer knowledge lives in WhatsApp chats, notebooks and spreadsheets, and walks out the door when staff leave. A CRM gives you:
- One shared history per customer
- Tasks and reminders so follow-ups don't slip
- A visual pipeline of deals and their value
- Reports on lead sources, conversions and team performance
Core features
- Contacts and companies
- Pipeline (deal stages)
- Tasks, reminders and calendar
- Email, WhatsApp and call integration
- Quotes, invoices and proposals
- Automation and lead scoring
- Dashboards and reports
RapBooster CRM (excl. GST)
- One plan: ₹1,799/mo (₹1,499/mo billed yearly), 5 users included and ₹299 per extra user, with pipeline, invoices, projects, tickets, a knowledge base, automation and lead scoring
- Calling: an IVR number billed monthly through RapBooster Voice, with call minutes on credits
Example
A travel agency moves enquiries from a WhatsApp group into a CRM. Each lead gets an owner and a next task, and the manager sees which destinations and sources convert best.
Related terms
Sales pipeline · Lead scoring · IVR · Click-to-call
Guide: what is a CRM?
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