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 ...

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.

An enterprise CRM is customer relationship management (CRM) software specifically designed for enterprise-level companies. The best enterprise CRMs offer a robust set of core and advanced features ...

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 ...

The first few months of the year 2020 were exceedingly hectic for everyone involved. On a personal level, COVID lockdowns completely changed people’s plans, routines, and established systems. On a ...

There’s a lot that goes into evaluating AI CRM, which is why we’ve done some in-depth research on some of the best options to choose from. Click on the links below to get a thorough look at these ...

The introduction of AI into common business use has brought solutions to a variety of once tedious time sinks in sales and marketing. Customer relationship management (CRM) in particular stands to ...

CRM systems and software allow you to store customer data, pipeline and lead information, and other crucial details about your buyers in one place. Centralizing this data is one of the core benefits ...

ZDNET experts put every product through rigorous testing and research to curate the best options for you. If you buy through our links, we may earn a commission. Learn Our Process 'ZDNET Recommends': ...

ZDNET experts put every product through rigorous testing and research to curate the best options for you. If you buy through our links, we may earn a commission. Learn Our Process 'ZDNET Recommends': ...

A business that retains its client base can often mean much more than expansion and earnings alone. Some experts may emphasize revenue when considering longevity, but a high-quality company is hardly ...

Zoho CRM is a top customer relationship management (CRM) software that has a mix of advanced features at competitive prices. It’s a collaborative marketing CRM solution with strong omnichannel ...