CRM Glossary
Clear, practical definitions of the concepts that matter most for managing your pipeline, relationships, and outreach -- whether you are in sales, recruiting, or job searching.
Pipeline
Concepts related to tracking opportunities through stages.
Candidate Tracking
Candidate tracking is the process of managing job applicants and prospects through every stage of the recruitment pipeline, from sourcing and initial contact through interviews, offers, and onboarding.
Pipeline Management
Pipeline management is the process of tracking opportunities, deals, or applications as they move through a series of defined stages from initial contact to final outcome. It gives teams and individuals a clear, visual picture of where every opportunity stands at any given time.
Outreach
Strategies and tools for communicating with contacts at scale.
Email Sequences
An email sequence is a series of pre-written emails sent automatically on a scheduled cadence to a contact or group of contacts. Each message in the sequence builds on the previous one, and the sequence typically stops when the recipient replies or takes a desired action.
Follow-Up Automation
Follow-up automation is the use of scheduled reminders, triggered emails, and task assignments to ensure that every contact in your pipeline receives timely, consistent outreach without relying on memory or manual tracking.
Outreach Automation
Outreach automation is the use of software to send personalized messages, emails, and follow-ups to contacts at scale, while maintaining the appearance and effectiveness of one-to-one communication.
Management
Foundational practices for organizing relationships and data.
Contact Management
Contact management is the practice of storing, organizing, and maintaining information about the people and companies you interact with professionally. It goes beyond basic contact details to include interaction history, notes, tags, and relationship context.
CRM Software
CRM (Customer Relationship Management) software is a tool that helps individuals and teams manage interactions with contacts, track opportunities through pipelines, automate outreach, and analyze relationship data, all in one centralized platform.
Analytics
Methods for measuring, scoring, and optimizing performance.