With customer relationship management or CRM software, you can build and maintain relationships with prospective and existing customers and, in turn, meet (or even exceed) your business goals. To make ...

Discover the best small business CRM for your team. Compare pricing and features to find the right fit for customer relationship management. Customer relationship management software that caters to ...

Navatar, the leading cloud platform for private markets, today announced the launch of its next-generation, fully AI-powered CRM for private credit firms. With private credit set to become a $30 ...

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Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Alden Investment Group, an independent financial services firm headquartered in ...

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 ...

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 ...

I’ve been writing and editing technology articles for more than seven years, most recently as part of PCMag's software team. I am responsible for content in the AI, financial, graphic design, ...

The best CRM for QuickBooks integration is Method CRM, offering real-time two-way data sync with the popular accounting software for everything from customers and invoices to leads and payments.

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The best CRM for accountants is Hubspot: It’s simple and easy to use, offers a huge range of accounting-specific integrations needed to work with your existing software, and automation tools that will ...