---
title: "What Is CRM? Definition | Epic Life Glossary"
description: "A CRM, or customer relationship management system, is software that stores contacts, call notes, follow-up tasks, and sales status in one place...."
url: https://epicline.preview.multisites.ai/glossary/crm
publisher: Epic Life Group
apply: https://epicline.preview.multisites.ai/apply
quote: https://epicline.preview.multisites.ai/get-a-quote
---

Technology and operations

# CRM

A CRM, or customer relationship management system, is software that stores contacts, call notes, follow-up tasks, and sales status in one place. Insurance agencies use it to manage leads and clients.

## Why it matters

A CRM helps agents follow up on time, track leads, and log opt-out requests. It also holds sensitive data, so access controls and data privacy matter. Epic Life describes a customized CRM with features such as ScheduleBot, AI follow-up, funnels, automations, and a phone system. Features differ by agency. Agents should record call outcomes and consent details, because those records help during carrier audits or complaints.

Source: [en.wikipedia.org](https://en.wikipedia.org/wiki/Customer_relationship_management)

[Read next, for agentsThe technology Epic Life agents use: CRM, quoting, and AI](https://epicline.preview.multisites.ai/careers/technology)

## Where we use this term

-   [Your first 90 days as a telesales life insurance agent: a week-by-week ramp](https://epicline.preview.multisites.ai/guides/first-90-days-as-a-telesales-agent)
-   [Inbound calls vs live transfers vs aged leads: how to compare cost per sale](https://epicline.preview.multisites.ai/guides/inbound-calls-vs-live-transfers-vs-aged-leads)
-   [Switching IMOs: what experienced agents should know](https://epicline.preview.multisites.ai/careers/experienced-agents)
-   [Inbound calls for insurance agents: how Epic Life leads work](https://epicline.preview.multisites.ai/careers/inbound-calls)
-   [Telesales life insurance agent: selling on inbound calls](https://epicline.preview.multisites.ai/careers/telesales-life-insurance-agent)

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