--- title: What is a CRM and why do you need one? description: Are you still using spreadsheets and want to know what all the fuss is about CRM systems? image: https://blog.ucidity.com.au/hubfs/CRM%20Blogs%20-%20What%20is%20a%20CRM%20and%20why%20do%20you%20need%20one%20-%20Ucidity.jpg --- [![Ucidity Logo white](https://blog.ucidity.com.au/hubfs/Ucidity_Logo_white.svg "Ucidity Logo white")](https://ucidity.com.au) - Solutions - [HubSpot CRM Services](https://ucidity.com.au/services/crm-services/) - [HubSpot Onboarding](https://ucidity.com.au/services/crm-services/hubspot-onboarding/) - [HubSpot Optimisation](https://ucidity.com.au/services/crm-services/hubspot-optimisation/) - [Success Stories](https://ucidity.com.au/success-stories/) - Resources - [Blog](https://blog.ucidity.com.au/) - [About](https://ucidity.com.au/about-us/) - [Team](https://ucidity.com.au/about-us/#team) - [Case Studies](https://ucidity.com.au/success-stories/) - [Contact Us](https://ucidity.com.au/contact-us/) menu close - Solutions - [HubSpot CRM Services](https://ucidity.com.au/services/crm-services/) - [HubSpot Onboarding](https://ucidity.com.au/services/crm-services/hubspot-onboarding/) - [HubSpot Optimisation](https://ucidity.com.au/services/crm-services/hubspot-optimisation/) - [Success Stories](https://ucidity.com.au/success-stories/) - Resources - [Blog](https://blog.ucidity.com.au/) - [About](https://ucidity.com.au/about-us/) - [Team](https://ucidity.com.au/about-us/#team) - [Case Studies](https://ucidity.com.au/success-stories/) - [Contact Us](https://ucidity.com.au/contact-us/) - [Bite-Sized Branding](https://blog.ucidity.com.au/tag/bite-sized-branding) - [Digital Marketing](https://blog.ucidity.com.au/tag/digital-marketing) - [Inbound Marketing](https://blog.ucidity.com.au/tag/inbound-marketing) - [HubSpot CRM](https://blog.ucidity.com.au/tag/hubspot-crm) - [CRM](https://blog.ucidity.com.au/tag/crm) - Subscribe ### Subscribe to Our Blog Stay up to date with the latest marketing, sales, and service tips. # What is a CRM and why do you need one? [![John Hill](https://blog.ucidity.com.au/hubfs/John%20Hill%20-%20Headshot%20-%20Square%20-%201024%20x1024.jpg) Written by John Hill](https://blog.ucidity.com.au/author/john-hill) ![Front Office vs Shop Floor: Balancing CRM and ERP for full efficiency](https://blog.ucidity.com.au/hubfs/Manufacturing%20CRM%20vs%20ERP.jpg "Front Office vs Shop Floor: Balancing CRM and ERP for full efficiency") [![John Hill](https://blog.ucidity.com.au/hubfs/John%20Hill%20-%20Headshot%20-%20Square%20-%201024%20x1024.jpg) Written By: John Hill](https://blog.ucidity.com.au/author/john-hill) #### [Front Office vs Shop Floor: Balancing CRM and ERP for full efficiency](https://blog.ucidity.com.au/crm/manufacturing-crm-vs-erp) [CRM](https://blog.ucidity.com.au/topic/crm) [Manufacturing](https://blog.ucidity.com.au/topic/manufacturing) [ERP](https://blog.ucidity.com.au/topic/erp) ### Editor's Picks for February 2019 ![John Hill](https://blog.ucidity.com.au/hubfs/John%20Hill%20-%20Headshot%20-%20Square%20-%201024%20x1024.jpg) [John Hill](https://blog.ucidity.com.au/author/john-hill) wrote — October 14, 2024 #### [How to Stop Sales Leads from Falling Through the Cracks](https://blog.ucidity.com.au/crm/stop-sales-leads-falling-through-the-cracks) ![John Hill](https://blog.ucidity.com.au/hubfs/John%20Hill%20-%20Headshot%20-%20Square%20-%201024%20x1024.jpg) [John Hill](https://blog.ucidity.com.au/author/john-hill) wrote — December 9, 2025 #### [How to install the new Outlook HubSpot Sales Plugin](https://blog.ucidity.com.au/crm/new-outlook-hubspot-sales-plugin) ![John Hill](https://blog.ucidity.com.au/hubfs/John%20Hill%20-%20Headshot%20-%20Square%20-%201024%20x1024.jpg) [John Hill](https://blog.ucidity.com.au/author/john-hill) wrote — October 21, 2025 #### [Was HubSpot impacted by the recent AWS outage?](https://blog.ucidity.com.au/crm/hubspot-aws-outage)  Content Marketing |  1 min read [mailto:?subject=https://blog.ucidity.com.au/crm/what-is-a-crm](mailto:?subject=https://blog.ucidity.com.au/crm/what-is-a-crm) A CRM, or customer relationship management, is a technology that helps businesses manage their interactions with customers and clients. The main goal of a CRM system is to streamline and automate the sales process, improve customer satisfaction, and increase overall efficiency. A CRM system can be used for a variety of purposes, including sales and marketing automation, customer service and support, and data analysis. By collecting and organizing data from various sources, a CRM system can provide valuable insights into customer behavior, allowing businesses to make informed decisions about their sales and marketing strategies. One of the key features of a CRM system is its ability to store and manage customer data, including contact information, purchase history, and communication history. This data can be used to personalize marketing campaigns, improve customer service, and make data-driven decisions about sales and marketing strategies. Another important aspect of a CRM system is its ability to automate repetitive tasks, such as sending follow-up emails and scheduling appointments. This can save time and increase productivity, freeing up sales and marketing teams to focus on more high-value activities. A CRM system can also be used to manage sales leads and opportunities. By tracking the progress of each lead and customer, businesses can identify areas for improvement and optimize their sales processes. In addition to improving sales and customer service, a CRM system can also provide valuable insights into the health of a business. By analyzing customer data, businesses can identify trends and patterns that can inform strategic decisions. Overall, a CRM system can be a valuable tool for businesses of all sizes looking to streamline their sales and marketing processes, improve customer satisfaction, and make data-driven decisions. Whether you're a small business looking to improve customer relationships, or a large enterprise looking to increase sales efficiency, a CRM system can help you achieve your goals. Published on July 01, 2021 ## Recommended reading ![This is what happens when you connect your website to your CRM](https://blog.ucidity.com.au/hubfs/Blog-Post.jpg) ### [This is what happens when you connect your website to your CRM](https://blog.ucidity.com.au/crm/connect-website-crm/) ![What happens when you add these 10 fields to your CRM?](https://blog.ucidity.com.au/hubfs/10%20fields%20that%20will%20transform%20your%20CRM.jpg) ### [What happens when you add these 7 fields to your CRM?](https://blog.ucidity.com.au/crm/what-happens-when-you-add-these-10-fields-to-your-crm) ![](https://blog.ucidity.com.au/hubfs/Blog%20Post%20Banner%20-%20Monday.cin%20vs%20Hubspot%20-%20Whats%20the%20better%20CRM.jpg) ### [Monday.com vs HubSpot - what's the better CRM?](https://blog.ucidity.com.au/crm/monday.com-vs-hubspot) ![Warrior learns why branding accelerates business growth](https://blog.ucidity.com.au/hubfs/Banner%20-%20Warrior%20learns%20why%20branding%20accelerates%20business%20growth.jpg) ### [Warrior learns why branding accelerates business growth](https://blog.ucidity.com.au/branding/why-branding-accelerates-business-growth) [![Ucidity Logo white](https://blog.ucidity.com.au/hubfs/Ucidity_Logo_white.svg "Ucidity Logo white")](https://ucidity.com.au) ## **02 9000 1057** info@ucidity.com.au Level 11, 189 Kent St Sydney NSW 2000 - ### Quicklinks. - [HubSpot CRM Services](https://ucidity.com.au/services/crm-services/) - - [HubSpot Onboarding](https://ucidity.com.au/services/hubspot-onboarding/) - - [HubSpot Optimisation](https://ucidity.com.au/services/hubspot-optimisation/) - - [HubSpot Training](https://ucidity.com.au/services/hubspot-training/) - - [HubSpot Demos](https://ucidity.com.au/hubspot-demo/) - [Website Terms of Use](https://ucidity.com.au/website-terms-of-use/) - [Privacy Policy](https://ucidity.com.au/privacy-policy/) ### Get in touch with us. 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