Customer Relationship Management (CRM) is an important part of any business, regardless of its size. And since you must choose your CRM software wisely so that you can make the most out of it, it is important to understand what CRM features are. 

There is a CRM system for just about every type of business out there. A CRM may help you manage your external contacts and relationships, from customer service, sales, and recruiting, to business development, marketing, and any other line of business. 

In this blog, we have listed to you some of the CRM software features that every business needs to know so as to make the most out of it and grow exponentially. 

crm software features

CRM Software Features

Seamless Workflow

Streamlining your company's processes is a great method to boost productivity right away. Data collecting, data analysis, and marketing activities can all be automated by CRMs in order to increase efficiency. For users to better understand where they may make improvements, they provide reports and analytics.

Third-party Integration

No software alone can be sufficient to run a business as it grows. Third-party software integrations are therefore made available in most CRM systems.

third party integrations

What is needed is to find one that's compatible with the software you're already using and simple to integrate. CRM integration is very important. Many CRMs allow cross CRM integration and thereby you can make full use of it for your business. 

Document Management

With a CRM's document management feature, it is possible to save contracts, collateral, and other essential forms so that they are accessible both within and outside of a business.

Multi-user file editing, encryption for critical information, and document links to important deals or contacts are all features of modern CRM software. It is one of the best features for sales representatives and managers to keep track of, access, and safeguard their sales 

Contact Management

CRM's contact management feature lets you categorize your contacts so you may better organize and serve them. You'll be able to gather valuable customer information and use it to your advantage when launching new items, thanks to CRM's capacity to do so. Additionally, it enhances the client experience by making them feel valued and cared for.

Lead Management

Managing your leads better by keeping track of their activities throughout the sales process is important for any business. By using the lead management feature, you can score your leads and, if necessitated, delegate specific leads for consideration to a member of your team.

Campaign Management

Your sales and marketing campaigns can be managed from a single user interface with the help of campaign management tools. You will be also able to keep track of the campaign’s return on investment, planning, analytics, and more. 

Mobile CRM

The term “Mobile CRM” refers to a version of CRM software that is specifically tailored for use on a mobile device or small screens. For example, contact management, lead management, and reporting/dashboards are all included in a mobile CRM system. As a result, the most recent data is always available on a mobile CRM.


Many CRM systems provide for customization in the most basic areas, such as the ability to add new contact fields, select which information appears on your dashboard, and build custom reports. Plugins, extensions, and other add-ons can all be used to further modify your software.

Employee Tracking

Employee activity and performance can be easily tracked with CRM software. Allow employees to keep track of their own hours, tasks, and meetings as well as their sales numbers and goals with the use of software that offers them their own accounts. For example, in Orderry, employees can work on tasks assigned to them, process jobs on smartphones, and check their payroll information on individual balances. Employee accounts are included in each subscription plan so that users can work in the system together with their teams from day one.

Supervisors and senior management should also have access to dashboards that show individual employee goals, accomplished tasks, and other productivity metrics. Using this information, managers may establish incentives and praise outstanding employees while identifying those who are failing and addressing areas for improvement.


As a comprehensive look at how a business is functioning, CRM reporting can be useful for many of your company departments. Customer service teams can see how quickly agents respond when customers contact them, while sales managers can monitor team progress and make adjustments to quota expectations based on individual reports. 

Sales Forecasting

An advanced CRM technique, sales forecasting looks ahead to both the short term and the long term to determine progress. It helps companies in anticipating future sales and revenue based on historical data, pipeline status, and external data reflecting industry trends. 

Sales forecasting lets salespeople track individual sales progress and adjust team strategies. Smaller businesses can utilize spreadsheets to anticipate sales, but larger companies with years of data will find a CRM with sales forecasting skills more efficient. For more precise forecasting, several CRMs incorporate AI technology as well. 

Live Chat

Live chat and AI-powered chatbots are available in some CRMs for usage on your website. It is possible for sales and service representatives to connect with online visitors via live chat widgets and answer any queries of the customer or lead.

CRMs with premium tiers offer this option; however, some CRMs include free live chat services in their entry-level packages. This is useful, however, the live chat capability may be limited unless you upgrade to a more expensive plan.

Marketing Automation

You should make sure that the CRM you chose is compatible with your company's marketing automation software. Ultimately, “customer relationship management” is all about providing a holistic view of each customer's life cycle. Information and possibilities can be misplaced if there is an absence of marketing automation.

Lead Scoring

Lead scoring is the practice of assessing leads so that businesses may identify and nurture the most promising leads. It allows sales professionals to define score rules based on demographics and client behavior. CRM software that includes lead scoring encourages salespeople to focus on qualifying prospects that are most likely to become customers.


It is a CRM feature that allows users to test new features before launching them. Employees and consumers alike can get adjusted to the changes as you collect data on every encounter. This helps you avoid client dissatisfaction, boost your conversion rates, and give you the information you need to make well-informed decisions.

Wrapping Up

There are many more features for Customer Relationship Management Software, however, the ones listed above are the most essential for any business regardless of its size. You should consider a CRM's main feature set when making a purchase and implementation choice, along with factors such as price and simplicity of use. 

If you a business that is starting out with a limited budget, it is wise to make use of the free CRMs available. 

In order to get a good fit for your employees, you need to know what features to look for in CRM software, as well as how it will help your business. To know more about CRMs, visit or contact us straight away. 

Frequently Asked Questions

CRM, or Customer Relationship Management, is a strategy and technology used to manage and analyze interactions with customers. Its features include customer data storage, lead management, sales automation, marketing tools, and customer service capabilities. The importance of CRM lies in its ability to improve customer relationships, increase sales, and enhance business efficiency through personalized interactions.

The objectives of CRM are to build and maintain strong customer relationships, increase customer satisfaction, streamline business processes, and drive sales growth. By understanding customer needs and behaviors, businesses can tailor their strategies for better customer engagement.

The three basic CRM functionalities include sales force automation, marketing automation and customer service automation.
Sales automation helps manage leads and sales processes. Marketing automation helps automate marketing campaigns and nurture leads. Customer service automation is known for efficient handling of customer inquiries and support requests. These functionalities collectively help improve customer interactions and experiences.

Different types of CRM systems include operational CRM, analytical CRM and collaborative CRM.
Operational CRM which focuses on day-to-day customer-facing processes. Analytical CRM analyzes customer data for insights. Collaborative CRM facilitates communication and collaboration among various teams for enhanced customer relationship management. These types cater to different aspects of customer interaction and data analysis within an organization.