Functionality of CRM systems

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Storing and organizing customer contact information , including names, addresses, telephone numbers, emails and other data.
Tracking leads from the first contact with the company to the closing of the deal. CRM helps qualify leads and direct them through the sales funnel.
Support for the sales process , including creating and sending commercial proposals, managing orders, tracking deal stages and sales forecasting.
Collecting and analyzing data on sales , marketing campaigns, customer behavior and other aspects of business.
Automate marketing campaigns, send personalized emails, run promotions and manage customer interactions.
Manage customer requests and complaints , track support tickets.
Exchange of information between different departments of the company.
Integration with external systems such as email, social networks, e-commerce platforms and others.
Read also: CJM – what is Customer Journey Map and how to build a customer journey map
What kind of business is it suitable for?
CRM systems are used in various businesses, from flower sales to real estate and complex B2B products. Let's look at several niches to see how the system works in individual areas.

Retail: Online and offline stores can use CRM to manage their customer base, track purchases, run marketing campaigns, and improve customer service.

Financial services: Banks, insurance companies, investment firms what you will get inside the engineer database and other similar companies use CRM to manage customer accounts, offering personalized products and services.

Real estate: real estate agents and agencies store client contacts, addresses, transaction data, and buyers' movement through the funnel (from the moment of application to the request for viewing) in the system.

Healthcare: Clinics, hospitals and private practices can also use CRM to manage customer data, appointment reminders, discounts and promotions. Note that here we mean information about people as clients, not as patients. As a rule, medical institutions (even private ones) can have accounting systems recommended by the Ministry of Health.

Education: online schools, advanced training courses, language schools — CRM will be indispensable for these products and services. It can be used to manage applications, track students' progress, build audience segments for different requests in order to launch effective advertising.

Services: companies that already have regular customers and are expanding their base. This includes the beauty industry (beauty salons, hairdressers), accounting and marketing services, and others.

Tourism and travel: through CRM, hotel and airline owners can track customer request histories, resolve individual situations in case of disputes, and process refunds. Simply put, do everything to improve communication between the buyer and the company.

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The functionality of CRM systems, especially in healthcare, goes beyond basic customer management. They can help optimize patient engagement, streamline communication, and enhance overall service delivery. For those interested, here's a resource that dives into healthcare CRM implementation: https://www.cleveroad.com/blog/healthcare-crm-implementation/