Short answer. CRM means customer relationship management: keeping lead and client details, follow-ups and relationship history organized so the next conversation has context.
What does this look like in client work?
Record a new enquiry and its next follow-up, then convert agreed work into a client record.
How should a team use the idea?
Choose one current engagement. Identify the record you maintain, who owns the next action and which information the client needs. Keep the process clear before adding automation or another tool.
Where does Flotick fit?
Flotick connects CRM and delivery records for agencies and freelancers. Read the linked feature guide for supported behavior, permissions and plan boundaries; this definition is not a promise that every possible workflow is automated.
