What is Customer Relationship Management Software

You’ve probably heard the term “CRM” if you are a business owner or sales manager. But what does it really mean? C-R-M stands for Customer Relationship Management. At its simplest, a CRM system allows businesses to manage business relationships and the data and information associated with them. With CRM, you can store customer and prospect contact information, accounts, leads and sales opportunities in one central location, ideally in the cloud so the information is accessible by many, in real time.

What do we provide small businesses looking or using CRM Software? 

We provide guidance and expertise on how to best use it. In most cases, CRM service is not about deployment rather it’s about business processes and how to be use the tool to develop and foster relationships. Over  the years, we have studied the market and used many tools. Suffice it to say, we developed strategic partners with many of the leading vendors in the market today and have truly grown to appreciate the capabilities of CRM and evangelize this segment of technology.

We believe it goes without saying that you need tools in place (Both CRM and Marketing Automation) which help build your funnel but also respond to the metrics of the buyer in order to realize when it’s time to send information and when to take various actions. Customer Relationship Management is paramount in that effort.

Our Partners in CRM: 

As with our consistent belief that not one size fits all, we are continually evaluating technologies which can help organizations grow their business. In recent years, we have grown to appreciate many CRM software tools which seem to provide value to address many needs for the constituents we serve. However, let there be no misconceptions! We do not sell software, rather we are experienced in helping our clients select the CRM software which is best suited for your particular environment. 

That noted, we believe that a true #SocialSelling software such as Nimble CRM is paramount for any size organization today. Due to the nature of the Buyer 2.0 environment, we believe in Social CRM software. Why? We believe Social CRM Software tools can help organizations be better prepared in responding to the new paradigm shift in buying today. And, in order to understand, we have partnered with Social CRM providers such as Nimble CRM to help small to mid size business benefit from social intelligence and develop better relationships with their future and current customer advocates.  

If you are interested in learning more about the value of Social CRM you may consider taking a look at one the leading players, Nimble CRM below: 

SmartThoughts is a Nimble CRM Business partner in the Dallas Fort Worth area!


In addition to Social CRM capabilities, many organizations require more in various functional areas such as opportunity management. Many CRM players such as Pipeliner CRM or BPM Online go beyond Social CRM to provide in depth features.  In other words, we believe there are many alternatives for those organizations which have outgrown many aspects of small business CRM and need more in the areas of forecasting metrics, functionality, and flexibility. For example, when you open Pipeliner you get an instantly readable graphical overview of all your opportunities in the context of your sales process. A visually rich, uncluttered model of your actual sales pipeline acts as your interface. It’s real-time sales data, organized so you can always remain focused on revenue targets.

Many features of CRM may or may not be applicable to your business, therefore, f you are exploring CRM, we encourage you to start by downloading our comprehensive Customer Relationship Management Software list here.  This is a vertical CRM List. However, we are building out horizontal Customer Relationship Management information and have a CRM list for Real Estate Professionals. 

Whether it’s a vertical or horizontal CRM software platform, we are well positioned and experienced to help your find the software tool your organization requires to succeed. Contact us today to help you dig into the details you need to make a smarter software decision.

Until then, keep SmartThoughts in mind.

CRM Software for Commercial Real Estate
CRM Software for Small Business in Fort Worth