A CRM database is a business tool used to track and organize customer information throughout your business. These databases are supported by customer relationship management (CRM) software, which ...

Financial advisors at the entrepreneurial level consistently face challenges in managing client relationships, growing their book of business, and ensuring operational efficiency. In a service-driven ...

Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...

CRM software used within the nonprofit sector is designed to help organizations manage and grow their relationships with benefactors, organize outreach, and monitor activities. A CRM tool can improve ...

Vtiger has announced a perspective on open source CRM as a flexible approach within CRM software, highlighting its adaptability, customization potential, and the responsibilities required for ...

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.

A healthcare CRM is customer relationship management software specifically designed for use in the healthcare or pharma industry. Doctor’s offices, clinics and hospitals use these specialized CRM ...

Kelly is a former Editor, SMB at Forbes Advisor, specializing in starting and marketing new ventures. Before joining the team, she was a Content Producer at Fit Small Business where she served as an ...

'ZDNET Recommends': What exactly does it mean? ZDNET's recommendations are based on many hours of testing, research, and comparison shopping. We gather data from the best available sources, including ...

Finding the best CRM for financial advisors is critical if you want to run and grow a successful advisory business. Yet there are many customer relationship management (CRM) software choices, and ...

This guide was reviewed by a Business News Daily editor to ensure it provides comprehensive and accurate information to aid your buying decision. To select our picks for the best CRM software for ...

Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Alden Investment Group, an independent financial services firm headquartered in ...