A CRM (customer relationship management) is a single software platform that allows businesses to manage and monitor customer relationships with both current and potential customers. With a good CRM, ...

Choosing a CRM for your company is not an easy task. However, it's an important choice. A CRM is the hub of your organization's sales and marketing outreach, and it will save you hours of work. There ...

CRMs offer a lot of benefits, but you get the most out of them by matching the tool to the job. In this article, we lay out the benefits and point out some top contenders. CRM tools come with a lot of ...

CRM platforms integrate with Voice over Internet Protocol (VoIP) technology to create a powerful solution that will boost your customer communications. You’ll commonly find this integration in call ...

When I started my professional career as a frontline technical support analyst for a large software company, our call tracking system was essentially a glorified ticketing system. Though it was ...

Choosing the right CRM can shape how your RIA manages client relationships and daily tasks. Many firms want a system that is easy to use, secure, and designed for financial professionals. Wealthbox ...