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 ...

Discover the four types of CRM software available and learn how to choose the right one for your business needs. Explore key considerations and features to make an informed decision. All customer ...

Our content is funded in part by commercial partnerships, at no extra cost to you and without impact to our editorial impartiality. Click to Learn More Artificial intelligence (AI) features have been ...

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 ...

Kelly Main is a Marketing Editor and Writer specializing in digital marketing, online advertising and web design and development. Before joining the team, she was a Content Producer at Fit Small ...

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 ...

Marketers are drowning in disconnected tools. Monday.com wants to connect CRM data to campaigns in real time — no sales syncs needed. The post Monday.com welcomes marketers to its CRM with AI-powered ...

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 ...

To select our picks for the best CRM software for recruiting, our small business HR experts conducted dozens of hours of research. This process included live demonstrations of leading CRM systems and ...

'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 ...

'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 ...