What is the need of CRM system?

There are three main types of CRM software: Operational CRM, Analytical CRM and  Collaborative CRM

To use CRM software you should:

• Set up your CRM software.
• Collect customer information.
• Streamline routine tasks.
• Track sales and customer activity.
• Analyze and improve.

CRM software (Customer Relationship Management Software) is used to help businesses improve interactions with customers and increase sales by collecting information and automating tasks.

For startups in 2025, the best cloud-based CRM tools include Pipedrive, Zoho CRM, Salesforce Essentials, HubSpot CRM, Freshsales, and Freshworks.

Step-by-Step Guide to Using Zoho CRM

• Create Your Account
• Customize the CRM System
• Import Your Data
• Integrate External Applications
• Set Up Automated Workflows
• Invite Team Members
• Explore Tutorials and Training