CRM glossary

What is a sales CRM?

A sales CRM is a CRM built around selling: it tracks leads, follow-ups and deals so each rep knows what to do next and managers see the pipeline.

Sales CRM, explained

A sales CRM is the part of the CRM world focused on turning enquiries into revenue. Where a marketing CRM is built around campaigns and audiences, and a service CRM around support tickets, a sales CRM is built around the salesperson's day: which leads to call, which follow-ups are due, which deals are close and what the customer said last time.

The everyday features are much the same across products: a lead list with sources and owners, assignment rules, a timeline of calls, emails and messages on each record, reminders for the next step, a pipeline of deals by stage, quotations, and reports on leads, conversions and wins. Good ones make logging easy, because a CRM that reps do not update is only an expensive address book.

For teams in India, check the details that matter locally: whether WhatsApp conversations are kept on the record, whether it connects to the sources you actually use, such as IndiaMART or Meta Lead Ads, whether SMS follows DLT rules, and whether your data is hosted in India. DigiPix Flow is a lead management CRM for Indian sales teams, with WhatsApp and IndiaMART built in and data hosted in Mumbai.

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