Workbooks CRM is an impressive all-in-one solution that combines robust functionality with ease of use and affordability. Its ...

Luxury Presence’s new artificial intelligence–driven Presence CRM platform is scheduled to roll out in February.

In today’s high-speed, data-driven landscape, the best CRM for sales needs to do more than store contacts. It must be able to automate tasks, surface insights, and support fast-moving reps. Having a ...

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 ...

A new era of customer relationship management is emerging, with a focus on innovative design and strategic platform goals. Businesses rethinking their use of these platforms can improve profit margins ...

AI won’t fix customer experience if phone systems and CRM platforms don’t share real-time context. Integrating them first ...

Nethaji Kapavarapu is Sr. Tech Architect at Kyra Solutions with expertise in cloud CRM, AI platforms and government digital transformation. Public sector organizations are under growing pressure to ...

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 platform that offers Xero integration is Zoho CRM. Zoho has a range of useful features for managing leads and tickets, as well as multiple available Xero add-ons and integrations for its ...

In today’s B2B landscape, especially in service-driven industries, customer experience isn’t just a “nice to have” anymore—it’s the differentiator. I had a conversation with CX strategist Eric Gregg, ...

We evaluate customer relationship management (CRM) software across five core categories using the following criteria for each, as summarized below: Following an in-depth evaluation, our experts score ...

Customer relationship management (CRM) is a core part of the roofing business. From the moment a business connects with a customer to the journey of long-term retention, a roofing business depends on ...