My small business clients often ask about customer relationship management software to manage client lists, track prospects, manage follow-ups and segment customer lists. Thus I have pulled together a ...

I’ve been writing and editing technology articles for more than seven years, most recently as part of PCMag's software team. I am responsible for content in the AI, financial, graphic design, ...

CRM systems fail when they're not utilized correctly or when businesses choose the wrong CRM solution. Learn how to implement ...

If you own or manage an e-commerce business, you understand the importance of organizing customer interactions and data. No matter what you sell, CRM software can help you do just that. With the right ...

Customer relationship management (CRM) software is a critical tool for driving sales and interacting with potential or current customers. The best CRMs help you organize and store all of the data that ...

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 ...

Whether you need a CRM for sales, customer service, or marketing, we've got the examples to get you started. We may receive a commission from our partners if you click on a link to review or purchase ...

Christiana Jolaoso-Oloyede writes for media publications, B2B brands and nonprofits. Using her research, analytical and writing skills from her training as a lawyer, she focuses on garnering accurate ...

Your Customer Relationship Management (CRM) tool is by far the most important part of your RIA firm’s tech stack. A recent study showed out of several hundred RIA firms surveyed, 94% of respondents ...