Umbrella – Customer Relationship Management System (CRM) is a software tool or platform designed to help businesses manage their interactions and relationships with customers. It is a centralized system that stores and organizes customer data, tracks customer interactions, and facilitates various customer-related processes.

The primary goal of CRM systems is to integrate and automate sales, marketing, and customer support. Without a robust CRM system, customer details and interactions can get lost, calls are not followed up promptly and prioritizing customers can be a matter of guesswork. As the customer has become more connected, the focus on ‘customer relationship management’ has transitioned and also become a strategy to customer engagement.