CRMrecord

CRMrecord is a data entry within a Customer Relationship Management (CRM) system that represents a single instance of an entity involved in customer interactions. In typical CRM designs, records are organized into standard entities such as contacts, accounts (organizations), leads, opportunities, cases, and activities. Each CRMrecord stores both descriptive fields and system metadata describing the entity and its state.

A record contains attributes—such as name, email, phone number, and company for a contact, or account name and industry for an account—along with metadata like a unique identifier, creation and last modified timestamps, and an owner or steward. Records are linked through relationships, enabling real-world connections: a contact is associated with an account, opportunities are tied to accounts, and activities can be linked to one or more records. These relationships support a connected view of customer interactions and sales processes.

CRMrecords follow a lifecycle that includes creation, modification, auditing, and often archiving or deletion. Many systems implement validation rules to ensure mandatory fields are completed, prevent duplicates, and enforce data consistency. Access to records is governed by roles, permissions, and sharing rules, with audit trails tracking changes for accountability.

The purpose of CRMrecords is to support customer-centric processes such as pipeline management, activity tracking, and reporting. They enable historical context, enable workflow automation and task assignment, and provide the data foundation for analytics, forecasting, and personalized customer engagement. While the specific schema and features vary by CRM platform, the concept of a CRMrecord as a structured, linked data entry remains central to CRM data management.