What is CRM?

A CRM (Customer Relationship Management) system stores information about leads, accounts, and contacts, and tracks every interaction a business has with them, from first inquiry to closed deal and beyond. Instead of scattering customer data across spreadsheets, emails, and notebooks, a CRM gives sales, marketing, and support teams a shared, searchable record of who a customer is and what has happened with them.

Most CRMs organize work around a sales pipeline, where deals move through stages such as qualification, proposal, and negotiation. Beyond storing data, modern CRMs automate repetitive tasks like follow-up reminders, lead assignment, and reporting, so sales managers can see forecasted revenue and team performance without manually compiling spreadsheets.

CRMs vary widely in scope: some focus narrowly on desk-based sales pipelines, while others extend into marketing automation, customer support, and field operations. The right choice depends on how a company actually sells — over the phone, online, or in person through field visits.

Lavisho TT is a CRM built around a field-to-cash approach: it combines the standard CRM building blocks (leads, accounts, multi-product deals, kanban pipeline, quote builder) with field force tools like GPS check-in and AI-driven visit planning, so that field activity and pipeline data live in the same system rather than separate tools.