Insights

A CRM manages the path to a signed deal. Client management runs everything that happens after it. The two get confused constantly, and that confusion is getting more expensive as software vendors and AI blur the line from both directions. Where One Ends and the Other Begins The simplest way to separate them is the contract signature. Before the signature, the work is about winning: tracking leads, logging touchpoints, forecasting the pipeline, and moving deals to close. That'