An Introduction To CRM Terms

Buying customer relationship software for small business –or any size business, really–can sometimes seem a little bit tricky.  There’s some jargon.

There are a lot of terms out there that people in the CRM ecosystem–vendors, integrators, IT admins, software reviewers, customers–use whose meaning isn’t necessarily obvious at first if you haven’t been using a CRM before.  And then, of course, if you’ve been using one, you still might come across a term you haven’t seen before.

Don’t fret!  We’ve got a handy CRM glossary below.


1. Activities

One of the key features of a CRM is to keep everybody […]


What is A CRM?

Customer Relationship Management (CRM) software is software that, as its name suggests, is designed to help businesses interact more successfully with their prospects and customers and grow their businesses.  CRM can be thought of as the digital replacement of the traditional Rolodex–with a lot more capabilities included.

The first CRM software (a category which also covered what is also known as sales force automation software) started appearing on the market in the 1980s.  The development of cloud-based software in the 1990s made adoption easier and less expensive and drove rapid growth in the market, […]


8 Important CRM Stats for Small Business

Having a CRM for your business is all about data–turning the key pieces of creating and managing customer relationships into  data that can be tracked, analyzed and acted upon.

So it only makes sense that the consideration of using a CRM should be informed by data too.

Have no fear, we’ve got the data.  Below are 8 key stats about CRMs.


1.  CRMs Offer Great ROI

At the end of the day, business is about earning more than you spend and making smart investments.  CRM software is definitely a smart investment.  Nucleus Research reports that CRMs average a […]


Why Every Small Business Needs a Great CRM

LoTops was developed as a small business CRM by a small business owner serving other other small and medium businesses in Central Texas.

The inspiration to design a great CRM that also had some key business management capabilities came from the needs of running a business and also from hearing a lot over the years from other small business owners about their own technology needs for running their businesses and what they were looking for.

A well-suited CRM (customer relationship management) software solution for your small business makes it so, so much easier to run and grow […]