---
title: "Configure Local CRM"
slug: "vcc-configure-local-crm"
updated: 2026-07-22T15:12:52Z
published: 2026-07-23T10:07:46Z
canonical: "help.8x8.com/vcc-configure-local-crm"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.8x8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Local CRM

The **8x8 Contact Center**'s local Customer Relationship Manager or **Local CRM**, gives you the ability to manage customer and case data. Use the CRM page in **8x8 Configuration Manager** to define the Customer and Case fields to identify and characterize interactions. For your contact center, you have the option to use **Local CRM** or a third-party CRM such as **Salesforce** or **Zendesk** that **8x8 Contact Center** supports out of the box.

> [!NOTE]
> Note:
> 
> You must select either the **Local CRM** or a third-party integration for customer relationship management. They cannot be used together.

## Features

- Manage customer and case data in your contact center using the **Local CRM**. It is perfect for organizations that do not already use a CRM.
- Deliver screen pops of critical customer information to make every agent interaction more efficient.
- Solve customer problems more quickly and increase customer satisfaction.
- Integrate and combine information from other software and sources in the same screen.
- Define custom fields in the CRM to suit the needs of your organization.

To configure **Local CRM**, click **CRM** in the **Configuration Menu**. In the **Fields** tab, the **Predefined** column identifies the default set of customer and case fields.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/viewcrmfields00.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A19%3A08Z&se=2026-11-03T23%3A19%3A08Z&sr=c&sp=r&sig=urdeglpvg7k%2Fs0ppveBPmOmPTKguA39RFMMK9SSd3ac%3D)

Configuring **Local CRM** involves:

- [Understanding customers, cases, follow-ups, and tasks](/documentation/docs/vcc-understand-customers-cases-and-tasks)
- [Understanding types of CRM Fields](/documentation/docs/vcc-understand-types-of-crm-fields)
- [Configuring CRM fields](/documentation/docs/vcc-configure-crm-fields)
- [Configuring case notification](/documentation/docs/vcc-configure-case-notification)
- [Configuring CRM properties](/documentation/docs/vcc-configure-crm-properties)
- [Importing data into CRM](/documentation/docs/vcc-understand-crm-import)