CRM

Meaning

Customer relationship management (CRM) refers to methods and tools that you use to ensure good customer relationships.

Key points

• CRM appears frequently in invoicing, payment handling, and bookkeeping workflows.
• The term improves clarity between clients, suppliers, and accounting teams.
• Consistent use supports cleaner documentation and better reporting quality.

Practical use

In Nexbal workflows, crm is used to keep invoice and payment operations structured and auditable.