# CRM

Glossary · Sales

Canonical page: https://datasdk.ai/glossary/crm

A customer relationship management system stores business relationships, contacts, and sales activity.

## Why it matters

Avoid duplicate records and contact that conflicts with an active deal.

## Illustrative example

A team checks its CRM before researching an identified company.

## What to check

A CRM connection is a separate workflow; Data SDK does not promise a native integration here.

## How Data SDK fits

Data SDK connects website visits with available company details worldwide, from startups to larger businesses. Coverage and fields vary. Start free trial opens an email request; terms are confirmed with the team. The full API is coming soon.

These are suggested workflows, not a list of built-in integrations. Use your own approved analytics, CRM, and research process where needed. Matches and fields vary. A company match does not identify a person or prove buying intent.

## Related reading

- [Check existing accounts before prospecting](https://datasdk.ai/use-cases/check-existing-accounts-before-prospecting): Avoid duplicate outreach and conflicting conversations.
- [Recheck previously disqualified accounts](https://datasdk.ai/use-cases/recheck-previously-disqualified-accounts): Reconsider an account only when new facts justify it.
- [Avoid treating service providers as prospects](https://datasdk.ai/use-cases/avoid-treating-service-providers-as-prospects): Keep research lists relevant to actual selling opportunities.
- [Ideal customer profile](https://datasdk.ai/glossary/ideal-customer-profile): An ideal customer profile describes the kinds of businesses your offer serves best.
- [Account](https://datasdk.ai/glossary/account): An account is the business record a sales or customer team works with.
- [Prospect](https://datasdk.ai/glossary/prospect): A prospect is a potential customer being considered for a business relationship.

[Glossary](https://datasdk.ai/glossary) · [Use cases](https://datasdk.ai/use-cases) · [Comparisons](https://datasdk.ai/vs) · [For businesses](https://datasdk.ai/for-businesses) · [For builders](https://datasdk.ai/for-builders)