If you’ve been around long enough to see a few CRM projects come and go, then you have probably noticed a pattern. Technology changes, the logos change, and the dashboards look shinier every few years ...

As AI becomes embedded across CRM workflows, the challenge in 2026 shifts from adoption to execution, forcing organizations ...

Cash flow isn’t just about what’s sitting in the bank today; it’s about visibility into what’s coming next. And that starts ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Customer relationship management (CRM) tools have come a long ...

A CRM report is an analytics tool built into a customer relationship management (CRM) system that provides users with data and insights into their customers, activities, sales, and performance. It ...

Janette Novak is a freelance journalist and consultant who specializes in teaching online business and small business marketing. Previously, Janette owned a boutique marketing agency and served as a ...

For years, customer relationship management (CRM) in law firms has often been viewed as a glorified Rolodex — a necessary but often underutilized system primarily seen as a data repository. With the ...

A healthcare CRM is customer relationship management software specifically designed for use in the healthcare or pharma industry. Doctor’s offices, clinics and hospitals use these specialized CRM ...