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 ...

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 ...

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 ...

AesirX CRM is the ultimate solution for all customer relationship management needs. Their innovative CRM solution is designed to make managing customer interactions simple, efficient, and ...

Your free business.com+ membership unlocks exclusive tech deals and advisor support Business.com aims to help business owners make informed decisions to support and grow their companies. We research ...

Sage CRM stands out as a dependable, feature-rich solution designed for small to medium-sized businesses. It excels in providing a customizable platform that can scale with a company's growth.

It is becoming increasingly difficult to function in the modern digital economy without some form of automated customer management. Not only has ecommerce turned even the smallest business into a ...

84 percent of sales leaders say they don’t believe they have the sales talent they need to succeed in the future. Why is that? Moreover, what can companies and their sales leaders do about it? I had a ...

Method, a Toronto-based CRM solution, today announced the closing of a $3 million dollar investment round led by Klass Capital. The company, which is the number-one rated such app for Intuit’s ...