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Updated Dec 18, 2023

What Are CRM Models?

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Max Freedman, Business Operations Insider and Senior Analyst

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To manage the many challenges that come with sales work, companies of all stripes have increasingly adopted customer relationship management (CRM) software, often with great results. But to get the most value from your CRM software, it’s important to use CRM models to maximize the value of your data. Below, learn how CRM models and software make sales work more approachable. 

What is a CRM model?

A CRM model is a workflow that guides all of your team’s interactions with leads, prospects and customers. It provides a loose framework that your company can follow to acquire and retain customers. It is not the same thing as CRM software, although CRM software offers benefits that can improve the effectiveness of whichever CRM model you choose. These include improved tracking of customer interactions and data-sharing integrations with your other business software.

Did You Know?Did you know

You don’t need a desktop or mobile CRM to run a CRM model. However, using CRM software can make it considerably easier to effectively manage a CRM model and track your performance.

The best CRM software for CRM models

If you’re in the market for a CRM system, we’ve done the research for you. Check out our picks for some of the best CRM software for running CRM models and converting more leads.

  • If you’re looking for a major player in the CRM space that can support businesses of all sizes, check out our Salesforce review. There are no minimum seats required to use this CRM either, so you can use it from day one.
  • When you want to take quick action on leads and sales, you need a CRM born out of task management. For that, check out our com’s sales CRM review. The company offers a free trial too, so you can test out whether it suits your team and CRM models. 
  • If you want to visualize your customer journey from lead identification to repeat customer, our Pipedrive review might interest you. This tool lets you build sales pipelines to suit your workflow and you can do so by whatever CRM model you choose. 

Are you not sure how to compare these products? Check out our guide on choosing a CRM system for your small business.

Make the most of your data with CRM models

Choosing the right CRM model for your business can help you make the most effective use of data gleaned from your interactions with customers. When pairing a well-oiled CRM model with a powerful CRM system, you can support your sales and marketing teams to drive more leads, convert more customers and land more sales. If you’re looking for a way to grow your business quickly, CRM models may hold the answer. 

Tejas Vemparala contributed to this article.

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Max Freedman, Business Operations Insider and Senior Analyst
Max Freedman has spent nearly a decade providing entrepreneurs and business operators with actionable advice they can use to launch and grow their businesses. Max has direct experience helping run a small business, performs hands-on reviews and has real-world experience with the categories he covers, such as accounting software and digital payroll solutions, as well as leading small business lenders and employee retirement providers. Max has written hundreds of articles for Business News Daily on a range of valuable topics, including small business funding, time and attendance, marketing and human resources.
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