Skip to content
    Glossary

    CRM and Marketing Automation Glossary

    Definitions of the key terms you will encounter when evaluating a CRM and marketing automation platform. Each definition is 2 to 3 sentences and starts with the term itself.

    ACMPRUW

    A

    AI Voice Agent

    An artificial intelligence assistant capable of conducting natural 2-way phone calls, answering FAQs, and booking appointments. It answers calls 24 hours a day.

    C

    CRM

    Customer Relationship Management. A system that stores every contact, conversation, note, and deal in one record so your team has the full history before they respond.

    M

    Missed Call Text Back

    An automated feature that immediately sends an SMS reply to any caller when their call goes unanswered. It turns a missed call into a captured lead instead of a lost customer.

    P

    Pipeline

    A visual sequence of stages that a deal moves through, from first inquiry to closed deal. Each stage can trigger automated follow up.

    R

    Reputation Management

    The practice of requesting, monitoring, and responding to customer reviews across platforms like Google and Facebook from one inbox.

    U

    Universal Inbox

    A unified conversation dashboard merging 2-way SMS, email, web chat, and social messages into a single feed. Your team replies to every channel from one screen.

    W

    Workflow Automation

    A sequence of automated actions triggered by an event, such as a form submission or a pipeline stage change. It runs follow up without manual work.

    Start your 14 day free trial today

    14 day free trial with unlimited users. Plans start at $99 per month.

    Start Free TrialBook a Demo