CRM, automation and systems terminology — explained

CRM & Sales

CRM

Customer Relationship Management — software and processes for managing leads, customers and sales activity.

CRM & Sales

CRM Audit

A structured review of your CRM configuration, data quality, pipelines, automation and adoption.

CRM & Sales

Lead Management

The process of capturing, assigning, following up and converting enquiries into customers.

CRM & Sales

Sales Pipeline

The stages a prospect moves through from first enquiry to won (or lost) deal.

CRM & Sales

Customer Journey

The end-to-end path a customer takes from first contact through to completion and retention.

Automation & Workflows

Workflow Automation

Using software to trigger actions, notifications and data updates without manual repetition.

Automation & Workflows

Marketing Automation

Automated email, messaging and nurture sequences triggered by customer behaviour or pipeline stage.

Systems & Integration

Systems Integration

Connecting your CRM, website, accounting, scheduling and communication tools so data flows automatically.

Systems & Integration

Reporting Dashboard

A live view of sales performance, conversion rates, pipeline health and operational metrics.

Systems & Integration

HubSpot

A popular CRM and marketing platform used by service businesses for sales, marketing and customer management.

STACK Products

StackFix

STACK Consultants' audit and diagnosis service — review CRM, processes and technology to find improvement opportunities.

STACK Products

StackFlow

Fixed-scope workflow and integration implementation — connect tools, automate processes and improve conversion.

STACK Products

StackOps

Ongoing monitoring, optimisation and support to keep your CRM and workflows performing as you grow.

STACK Products

StackOS

A bespoke CRM and operations platform built around your enquiry-to-invoice workflow.