CRM
Customer Relationship Management
In one sentenceSoftware that keeps track of your contacts, conversations, deals and follow-ups in one place. HubSpot, Salesforce and GoHighLevel are examples.
What it means
A CRM is your relationship memory: who someone is, how you met, what you discussed, what happens next. Without one, follow-ups slip and leads go cold.
How to use it
- Log every lead with its source and stage.
- Use tasks and reminders so no follow-up depends on memory.
- Keep it clean: merge duplicates and archive dead contacts.
How AI helps
AI can update the CRM from call notes, enrich records, and connect to it through MCP so you can ask questions like "who have I not followed up with?"
In evyAI
evyAI lets you save LinkedIn profiles into lists, add notes and enrich contacts, working like a lightweight CRM for your LinkedIn relationships.
Related terms
Pipeline Lead Data Enrichment MCP
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