As put by the originator of the CRM, Salesforce, "Customer relationship management (CRM) is a technology for managing all your company's relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships to grow your business. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability."

However, an investor CRM is slightly different. Whereas a traditional CRM is focused on current and potential customer, an investor CRM stays focused on your current and potential investors.