CRM Glossary · For freshers and career switchers in CRM
Know every CRM word they’ll use, before your first interview
216 CRM and retention terms in plain English, each with an Indian example and what it’s used for, in eight chapters. Even if you’ve never worked in CRM and job posts read like code.
Free for the first 100 learners
One honest review in return. ₹149 after that.
of 100 places left · learners already in
No payment, no card. The folder link arrives by email in a minute.
- 53-page PDF
- Self-study: learn at your own pace
- Written by someone with seven years running CRM
Raviraj Ramavarapu
Founder, Compound Lab · 7 years in D2C and app marketing, most in CRM · has hired for CRM roles
“I built this from the work I do every day for brands. Practise it here before you do it on the job.”
- +79%revenue from lapsed usersHealthify
- 23% to 44%WhatsApp delivery in a monthCumin Co
- 77%of CRM revenue from automationsPNG Jewellers
- 39%of store revenue from CRMHealthify Store
- +43%return pickupsMyGate
- ₹27.6 Crrun-rate across Healthify, PNG Jewellers and DS MillRetention I’ve run
Who it’s for
It’s for you, even if the jargon feels like a wall
- Never worked in CRMEvery term is one plain sentence, with an Indian example, mostly from one practice coffee and tea brand.
- Numbers make you nervousWhere there’s a formula, it’s simple maths, with an example using a practice brand’s numbers.
- Coming from another fieldStart with the 25 must-know terms on one page. The rest builds on them.
- Your interview is this weekRead the 25 must-know terms and the “Don’t confuse with” lines first.
- You’ve read free glossariesThis one adds an Indian example, what each term is for and the mix-ups to avoid.
Built for marketing CRM: retention, lifecycle, WhatsApp, email, SMS and push. If the job is sales CRM, or you already run CRM every day, skip this one.
What you walk in with
Eight things that get easier once you know the words
- Stop nodding at words you don’t knowJob posts, interviews and team calls start to make sense.
- Explain any term in one sentenceEach entry opens with a plain line you can say out loud.
- Never mix up the pairs interviewers test58 “Don’t confuse with” lines show the difference, like segment and cohort.
- Work out the numbers, not just name them35 terms come with a formula, and the examples use a practice brand’s numbers.
- See how the words fit togetherSeven diagrams show the lifecycle, a journey, the funnel and an order’s costs.
- Know what each term is forEvery entry says the decision it helps you make.
- Sound ready for Indian brandsSMS registration (DLT), Do Not Disturb, cash on delivery and UPI AutoPay, explained.
- Learn in the right orderEight chapters, in the order you’d meet them on the job.
Spot the mix-up
Which word fits?
From page 6 · Customers and segments
Everyone whose first order was in January 2026, followed month by month. What is this group called?
One of the pairs interviewers use to catch people out.
Pick the right word.
The usual mix-up. A segment groups people by a rule about what they do today, like “one order, 46 to 90 days ago”.
Right. A cohort is a group who started in the same period, followed over time. This is the January cohort: 4,200 people.
A persona is a short description of a typical customer. It guides how you write. It isn’t a group you track.
Why it matters
Cohorts let you compare groups at the same age, so new customers are never judged against old ones.
The kit’s version
“Cohort: a group of customers who started in the same period, followed over time. Don’t confuse with segment, which groups people by behaviour today.”
That’s one page of the kit. See it as it is:
Start here
The 25 terms to know cold
One page with the 25 terms that come up most, each in one line. Learn these first, then read the chapters.
What you get
- 25 must-know terms on a single page
- Each one explained in one plain line
- A page number to jump to the full entry
- Marked in red through the chapters, so you spot them
Look inside
Real pages from the kit
The 25 terms that come up most, on one page
Eight chapters, in the order you’d learn them on the job
The customer lifecycle, from first visit to slipping away
A term page: example, what it’s for, what not to confuse
One WhatsApp funnel, from 1,000 messages sent to orders
Where the money from one ₹851 order really goes
Comparing people who got a message with people who got nothing
India rules: DLT, DND, the DPDP Act and cash on delivery
What’s in the folder
One book, 216 terms
PDF · 53 pages
The CRM Glossary
216 terms in eight chapters, seven diagrams, the 25 must-know terms and an A to Z index.
It’s one PDF. It opens on your phone, laptop or any PDF reader.
The founding batch
Free for the first 100, for one honest review
- Get it freeName, email, WhatsApp. The link arrives by email in a minute.
- Use it for a weekTen terms a day, said out loud.
- Tell me honestlyFour short questions. Good or bad.
After the founding batch, the Glossary sells for ₹149.
Questions, answered
I’ve never worked in CRM. Will I understand it?
Yes. Every term is one plain sentence plus an Indian example, mostly from one practice brand, Compound Lab Beverages, with numbers in rupees.
How long will it take?
The 25 must-know terms and the chapters in order take about two hours. After that, use the A to Z index to look up any term in seconds.
What is the full form of CRM?
Customer relationship management. At D2C brands and consumer apps, it means the team, tools and messages that bring existing customers back. A sales CRM, which tracks leads and deals, is a different job.
Compound Lab has a free CRM glossary on the blog. Why get this?
The free post is a good place to start. The kit goes further: 216 terms, each with an Indian example and what it’s for, 58 “Don’t confuse with” lines, 35 formulas, seven diagrams and a learning order.
Does it cover India terms like DLT and COD?
Yes. A full chapter covers 15 of them, including DLT registration, DND, the DPDP Act, COD, RTO and UPI AutoPay.
Is this for sales CRM roles like Salesforce?
No. This is marketing CRM: retention, lifecycle and the messages a brand sends on WhatsApp, email, SMS and push. If the job is about pipelines and Salesforce admin, this isn’t the right kit.
What do I get, and in what format?
A 53-page PDF that opens on your phone or laptop. The link arrives by email.
Why is it free right now?
The first 100 learners get it free as the founding batch, in return for one honest review after a week. After that it sells for ₹149.
Do I get a certificate?
No. You get the words and what they mean, which is what interviews and your first month on the job test.
CRM Glossary
Read the 25 must-know terms tonight
Free for the first 100 learners
One honest review in return. ₹149 after that.
of 100 places left · learners already in
No payment, no card. The folder link arrives by email in a minute.
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