What does CRM stand for?

CRM stands for Customer Relationship Management. It describes both a way of working with customer relationships and the software that supports the work.

Is CRM only for sales teams?

No. Sales often uses CRM most, but customer service, management and other colleagues can use the shared customer history, tasks and contact information.

When is a spreadsheet no longer enough?

A spreadsheet becomes limiting when several people update customer data, activities need reminders, ownership is unclear or the company needs a reliable history.

Does NordCRM replace accounting software?

No. NordCRM manages customers, sales work, activities, quotes and related workflows. Accounting remains in an accounting system; Fortnox integration is still in progress.

What is CRM? A guide for small businesses

CRM is both a strategy and a system

Customer Relationship Management is the structured way a company records, understands and follows up its relationships with customers and prospects. CRM software gives that work a shared place.

A useful CRM should answer four basic questions: who is the customer, what has happened, what should happen next and who is responsible?

CRM compared with spreadsheets and contact lists

CapabilitySpreadsheetCRM

Customer detailsManual rowsStructured customer records

HistorySeparate notesActivities linked to customer

OwnershipManual fieldUsers and responsibilities

Follow-upManual remindersTasks and calendar

Does your company need CRM?

Select the statements that apply. The check runs only in your browser and sends no information to NordCRM.

Customer information is spread across spreadsheets, inboxes or notes.It is unclear who owns the next customer contact.Follow-ups or sales opportunities risk being forgotten.Several people need the same up-to-date customer history.We lack a clear view of pipeline and upcoming activities.

0/5 selected signals

You probably have no urgent system need. Start with a clear shared process and reassess as customer volume or the team grows.

Frequently asked questions

Plan your customer import All resources

What is CRM — and when does a company need it?

CRM is both a strategy and a system

CRM compared with spreadsheets and contact lists

Does your company need CRM?

Frequently asked questions

See how NordCRM fits your company.

What is CRM — and when does a company need it?

CRM is both a strategy and a system

CRM compared with spreadsheets and contact lists

Does your company need CRM?

Frequently asked questions

What does CRM stand for?↓

Is CRM only for sales teams?↓

When is a spreadsheet no longer enough?↓

Does NordCRM replace accounting software?↓

See how NordCRM fits your company.