A Customer Relationship Management system, or “CRM”, is designed to help you manage and maintain your customer data. It’s there to help you track your customer contact info and keep it up-to-date, your interactions with them, and keep you organized, better than a notebook and pen.
There’s no doubt that a CRM system is helpful, but it can’t do everything. For example, it can help you email a CMA report, but you’ll still have to make the report first. (Cloud CMA can help you with this!)