A CRM is a tool that lets you manage everything related to your customers. CRM literally stands for Customer Relationship Management. A CRM can help you easily manage everything from customer data to support requests and payments.
With a CRM, you can easily manage your relationship with customers without the need for dozens of spreadsheets. In a CRM you assign account managers to customers and send notifications to those managers if there's anything to resolve for their customer.
Popular CRMs include HubSpot, ClickUp, and Salesforce – and each can help you stay on top of customer management. But have you heard of a tool called an xRM?
An xRM is a CRM and more. Instead of just a Customer Relationship Manager, an xRM is an Any Relationship Manager. The 'x' stands for anything you need it to. A good xRM will be the only company tool you need to manage everything from finances to human resources. Unlike a CRM which lets you manage customer data, support tickets, and other things related to your customers, an xRM is a fully customisable tool that adjusts according to what you need to manage.
Serviceform's Flex xRM is a fully flexible, all-in-one management tool that helps you manage leads, sales, tasks, and even billing. It's a unique combination of spaces, filters, and fully customisable fields that gives you an unparalleled playground to manage any and all projects.
Sign up for a free Serviceform account to try Flex xRM for free!