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Customer Relationship Management (CRM)

This lesson assumes that you understand your financial goals and are familiar with all the risks and opportunities online trading provides. You can schedule a free call with our expert trader that will help you find the best way to achieve your financial goals.

What is CRM?

This is a type of software you might not know too well because as retailers, we wont be exposed to it much. Let me explain what this software is for.


For large companies, like maybe a huge telecom, they will have many customers to deal with. You need to keep track of each of the