When properly utilized, a CRM tool allows sales teams to interact with and convert prospective leads into paying customers while maintaining strong relationships with existing clientele.

I had the chance to talk to Dan Roche, CMO at Workbooks, about how AI is currently being applied to CRM and which business challenges it may help solve in the future.

Learn more about our editorial process. When evaluating the best CRM software, we looked closely at each system’s features, such as lead generation tools, marketing capabilities and analytics. We ...

Customer relationship management software maker Salesforce (CRM) is cutting 1,000 roles and focusing on hiring more sales ...

Workbooks, one of the best CRM providers, has announced the integration of advanced project management tools into its CRM ...

Overlapping and legacy customer management systems lead to time-sucking busywork that could be better spent closing deals ...

CRM tools are becoming more important to the daily work of real estate agents and the success of their brokerages every year. The best real estate CRM will be specific to the industry with ...

Businesses that need a comprehensive CRM in an all-in-one tool will appreciate Salesforce. As your company grows, you can add additional products to support that growth. Agile CRM automates ...