What is CRM?
Customer Relationship Management. Software that keeps one entry for every person and organization you work with, plus each call, email and meeting, so anyone on the team can pick up where someone left off.
1 family · every call, email, meeting
A CRM mainly keeps track of…
Write it in your own words in the app.
In real work
The youth league's CRM is Salesforce, so every family, coach and sponsor has one page with their emails, calls and notes.
In the illustration
The wheel turns to one family's card; the strip behind it unrolls to show every call, email and meeting in order, so whoever is at the desk sees the whole story.
Plan our CRM in your workspace: one list each for donors, volunteers and partners, the five details we keep on every person, and who keeps them current.
Try it now
The fastest way to learn a word is to use it. Open this line in the agent you already work in and watch what it does. Change the tool to the one you use.
Go further
01Practice
Make it stick
One term a day, a short quiz, and sentence practice that checks your own words.
02Verify
Prove you know it
Pass the quiz and keep it in a Skills Wallet you can share with anyone who needs proof.
03Career
Find the work that uses it
See which roles lean on this vocabulary, and what they pay in year one.
Learn the next term tomorrow.
Google gives a definition. Prompthaus pairs each term with how it shows up in standups, PRs, prompts, and design reviews. Then it quizzes you until the word sticks. One term a day on iPhone.
