Explore the best CRM for accounting firms in 2024, featuring top tools and features tailored to streamline client management and boost efficiency. Accounting firms offer a range of financial services ...

Nutshell reports that startups must choose CRMs based on growth stages, ensuring alignment with current needs and planning ...

Apptivo offers a comprehensive suite of tools for contact management, lead tracking, opportunity management, and sales ...

CRM software solutions with built-in project management tools help streamline client relationships and task management. Explore our top picks for the best CRM solutions with project management. When a ...

STG Mortgage has successfully implemented OptifiNow‘s TPO CRM solution, according to a press release from the software provider. STG Mortgage, based in Orange County, California, said it opted for ...

The field of competition in the wealthtech space has just gotten a little bit more crowded as a challenger CRM platform developed for advisors, by advisors enters the fray. A team of former advisors ...

Acme Brick's speedy and successful deployment of Zoho CRM underscores Zoho's standing as a first-rate enterprise technology provider for organizations prioritizing customization, integration, value, ...

Solera, a global leader in data‑driven vehicle lifecycle and dealership solutions, today announced a landmark investment in AI‑powered technology for automotive retailers, including a major upgrade to ...

As their small businesses grow, most business owners reach a point where they consider investing in customer relationship management (CRM) software. At the most basic level, a CRM solution can help ...

AgencyBloc was founded to address a gap in the market for technology that can manage the complex data and compliance needs of health, senior and benefits insurance agencies. The company built AMS+ as ...

Diolachan Consulting's Edward Garry discusses the value of external data in this clip from his presentation at CRM evolution 2018. Edward Garry: Everybody's updating their pipelines. All your ...