Monday.com provides a versatile solution for managing customer relationships, featuring customizable pipelines, powerful ...

Zoho CRM has an impressive array of core capabilities. Features like lead and opportunity management, sales forecasting, and ...

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 ...

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

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 ...

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 ...

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 ...

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 ...

Varvara Budetti is a deputy editor of data and automation at Forbes Marketplace. She specializes in leveraging automation and data-driven insights to enhance editorial workflows and content strategy.

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 ...