

What is CRM?
Key Features
Contact management
store and organise customer information, communication history, and contact details
Sales pipeline tracking
visualise deals at different stages and monitor progress towards targets
Lead management
capture, qualify, and assign leads to team members
Task and activity logging
record calls, emails, meetings, and follow-up actions
Team collaboration
share customer information across your team and assign responsibilities
Basic reporting
view summaries of sales activity and pipeline status
Pros & Cons
Advantages
- Freemium model means you can try the platform without financial commitment
- Straightforward interface that doesn't require extensive training
- Centralises customer data so your team has a single source of truth
- Helps track follow-ups and prevents leads from being forgotten
Limitations
- Limited information available about specific advanced features in paid tiers
- May lack some automation and customisation options compared to larger enterprise CRM platforms
- Free tier likely has restrictions on users, contacts, or data storage
Use Cases
Small sales teams managing leads and tracking deals through multiple stages
Service-based businesses keeping detailed customer interaction records
Growing companies transitioning from spreadsheets to structured CRM
Teams needing basic pipeline visibility without complex reporting requirements