Customer Relationship Management (CRM) software, such as SuperOffice CRM, provides you with a 360 degree view of your customers and the relationship you have with them. From a single unified view you can tell who your customer are, what contacts and relationships you have with them, your sales and marketing activities towards them, the success of those activities, and a history trail of all communications with them. CRM helps drive your marketing, sales and customer service activities by automating tasks to be done, alerting you to items that need attention and recording the details of each action performed.

CRM software will also typically include a project view, allowing you to record and view all information about a project and the parties involved in it. This makes it much easier to control projects, particularly where multiple agencies are involved, and provide supporting information whenever issues or disputes arise.

A strength of CRM software is that it also often provides a portal view for external parties to view selected information and documents about their dealings with you, as well as provide an ongoing channel for communication with them.