Financial advisors at the entrepreneurial level consistently face challenges in managing client relationships, growing their book of business, and ensuring operational efficiency. In a service-driven ...

The best CRM software is generalized sales tools that allow businesses of all sizes to manage and track customer interactions and streamline processes. The software offers a mix of core and advanced ...

CRM software used within the nonprofit sector is designed to help organizations manage and grow their relationships with benefactors, organize outreach, and monitor activities. A CRM tool can improve ...

Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...