Customer Relationsip Management (CRM)

What is a CRM?

A CRM (Customer Relationship Management) system is a centralized platform that helps you organize, track, and manage every interaction with your clients and prospects — from the first inquiry all the way through closing and beyond. Instead of juggling scattered notes, spreadsheets, and email threads, a CRM keeps contact details, communication history, deal status, and follow-up tasks in one place, giving you a complete picture of each relationship at a glance.

As an agency, we will be using Tern as our CRM. Within Tern, agents use the system to log client conversations, set reminders for follow-ups, track leads as they move through the pipeline, and coordinate with team members on shared accounts — helping ensure no opportunity slips through the cracks and every client gets timely, personalized attention. By centralizing this information, Tern's CRM saves agents time on administrative work and frees them up to focus on what matters most: building relationships and closing deals.