The database may include information such as names, email addresses, phone numbers, job titles, age, gender, birthdays, and notes on specific needs and wants. Businesses use a CRM platform to gather information on leads and current customers into one organized database, so their information can be accessed at any time. What do you do? Chances are, a CRM database is the cure.Ī CRM database organizes all your customers and prospects in one place, making it easier to find them and all of the information you need, when you need it.īut where do you even begin creating your own? This guide will help you understand what a CRM database is and what simple steps you can take to create your own.Ī customer relationship management (CRM) database refers to the system that organizes all the data you have on customers and leads. Your team is constantly asking you where information is, and you have no idea what to tell them. That's all you needed, and it was fine.īut now your business has grown, you've hired a sales and customer service team, and - all of a sudden - everything is in chaos. It seems like only yesterday that you were just a solo operation, dialing up names off a spreadsheet and selling them your product.