CRM

Customer relationship management system. Often the source of truth for leads and conversions (and useful for “combined conversions”).

Last updated: December 12, 2025

Definition

Customer relationship management system. Often the source of truth for leads and conversions (and useful for “combined conversions”).

More context

A CRM is where revenue-relevant events should live: leads, qualification states, pipeline stages, and closed outcomes. In growth work, it often becomes the most trustworthy conversion data source.

Why it matters

When analytics attribution is unreliable, CRM-based outcomes keep growth work tied to business reality.

How to use it

Make sure your key conversion definitions map cleanly to CRM fields/stages and keep data hygiene high enough for reporting.

Common pitfalls

Poor CRM hygiene (missing stages/owners), or optimizing website metrics that never show up as pipeline impact.

Related terms

  • Combined ConversionsA combined view of conversions (often from your CRM) used as a reliable signal when channel-level attribution is noisy.
  • Pipeline TrackingA shared view of the sales pipeline used to analyze pipeline efficiency and connect marketing and sales performance.
  • KPI DefinitionsA shared set of definitions for metrics like “lead” so different teams (e.g. marketing and sales) mean the same thing when they talk about numbers.
  • Blended CACCustomer acquisition cost calculated in a blended way (not per-channel attribution), often used when attribution is incomplete.

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