Lesson Summary

Customer Relationship Management (CRM) integrates CRM systems through software. The purpose of CRM tools is to help manage customer data, sales, marketing, and customer service, allowing for personalization and quick support. Popular CRM software includes Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics, Zendesk, Kajabi, Go high level, Kartra, Ontraport, and Keap.

• CRM tools offer automation workflows
• Popular CRM software:
  • Salesforce
  • HubSpot
  • Zoho CRM
  • Microsoft Dynamics
  • Zendesk
  • Kajabi
  • Go high level
  • Kartra
  • Ontraport
  • Keap
• Integration methods:
  • API
  • Native
  • Web hooks