Customer relationship management (CRM) software is a set of tools that help businesses track and manage customer interactions. The best CRM software can help businesses to better understand their ...

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

A CRM database is a business tool used to track and organize customer information throughout your business. These databases are supported by customer relationship management (CRM) software, which ...

Growing a small business requires strategic investments in areas that will make your processes simpler and more productive. A CRM (Customer Relationship Management) software application is one of the ...

Your Customer Relationship Management (CRM) tool is by far the most important part of your RIA firm’s tech stack. A recent study showed out of several hundred RIA firms surveyed, 94% of respondents ...

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Security dealers looking for a dashboard to manage every aspect of their interactions with customers will want to take a detailed look at the four top-selling, full-featured packages, according to a ...

Customer relationship management (CRM) platforms serve as the operational backbone for your RIA. This is why choosing the tool that matches your firm’s needs and goals is an important decision. To ...

Monday.com, a developer of work OS management tools, on Tuesday released the first of five new standalone products aimed at professionals with targeted use cases. This new customer relationship ...