How do we even define what CRM is and what features should it have?
24 June 2026 at 16:42
I have noticed it's an umbrella term for any software that helps you manage customers.
There's usually contacts to leads to qualification to signing contracts, but also things like email automation, LinkedIn integration, workflows, AI, alerting/notifications and analytics duct taped together.
Then there's different CRMs for freelancers, for mid size companies, for B2B and B2C etc. How fo we even define what features should each CRM have? What are some good learning resources to read on this topic?
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