"Customer relationship management (CRM) is a term that refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle," (from the web)
There are so many CRMs today that you will want your CIO or COO to do the research on which to deploy.
I have a small business servicing office electronics and want to keep things organized.
I want to be able to track the customers services, see when we serviced the machine, what we did to it, where we got the parts for the machine (if it needed any), and I want to be able to be able recall the customers information immediately. I don't want to comb thru all their history of purchases to find something.
I have quickbooks 2015, but it doesn't do deep enough in tracking the customers info.
Please let me know when you get a chance.