A CRM stores contacts, accounts, and deals, tracks every interaction, moves deals through a pipeline, and helps teams forecast revenue and follow up consistently.

Sales teams use CRMs most, but marketing, customer success, and support teams also rely on them for a shared, up-to-date view of every customer relationship.

CRM & Sales

CRM

CRM (customer relationship management) is software that stores and organizes a company's interactions with customers and prospects - contacts, accounts, deals, and activity - in one place.

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Also called: customer relationship management

Definition

What is CRM?

CRM (customer relationship management) is software that stores and organizes a company's interactions with customers and prospects - contacts, accounts, deals, and activity - in one place.

A CRM is the system of record for relationships. It keeps every contact, company, conversation, and deal together, so sales, support, and account teams share the same context instead of hunting through inboxes.

Beyond storage, a CRM helps teams move deals through a pipeline, forecast revenue, log activity, and follow up on time. It turns scattered relationship data into a repeatable sales and retention process.

Atlas includes a full CRM - accounts, contacts, deals, pipeline, and forecast - on the same platform as projects, contracts, and invoicing, so a won deal can flow straight into delivered work.

See how Atlas connects it all

FAQ

Questions, answered.

What does a CRM do?: A CRM stores contacts, accounts, and deals, tracks every interaction, moves deals through a pipeline, and helps teams forecast revenue and follow up consistently.
Who uses a CRM?: Sales teams use CRMs most, but marketing, customer success, and support teams also rely on them for a shared, up-to-date view of every customer relationship.

Ready when you are

Put crm to work in one platform.

Atlas is the all-in-one work OS - tasks, projects, CRM, contracts, HR, and automation on one shared record, with a governed AI assistant. Start free.

Get started free See pricing

All glossary terms

CRM & Sales

CRM

CRM (customer relationship management) is software that stores and organizes a company's interactions with customers and prospects - contacts, accounts, deals, and activity - in one place.

Start free Browse the glossary

Also called: customer relationship management

Definition

What is CRM?

CRM (customer relationship management) is software that stores and organizes a company's interactions with customers and prospects - contacts, accounts, deals, and activity - in one place.

Atlas includes a full CRM - accounts, contacts, deals, pipeline, and forecast - on the same platform as projects, contracts, and invoicing, so a won deal can flow straight into delivered work.

See how Atlas connects it all

FAQ

Questions, answered.

What does a CRM do?: A CRM stores contacts, accounts, and deals, tracks every interaction, moves deals through a pipeline, and helps teams forecast revenue and follow up consistently.
Who uses a CRM?: Sales teams use CRMs most, but marketing, customer success, and support teams also rely on them for a shared, up-to-date view of every customer relationship.

Ready when you are

Put crm to work in one platform.

Atlas is the all-in-one work OS - tasks, projects, CRM, contracts, HR, and automation on one shared record, with a governed AI assistant. Start free.

Get started free See pricing

CRM

What is CRM?

Related reading

Questions, answered.

Put crm to work in one platform.

CRM

What is CRM?

Related reading

Questions, answered.

Put crm to work in one platform.