CRM systems and software allow you to store customer data, pipeline and lead information, and other crucial details about your buyers in one place. Centralizing this data is one of the core benefits ...

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 ...

Customers don’t shop in a straight line anymore. They browse online, buy in-store, return by mail—and expect brands to remember everything in between.

Our team of writers and researchers review CRM software by rating each product against the key features businesses care about: ease of use; value for money; the ability to scale, plus the depth of ...

Our team of writers and researchers review CRM software by rating each product against the key features businesses care about: ease of use; value for money; the ability to scale, plus the depth of ...

Nutshell reports effective CRM and email marketing alignment enhances customer relationships through strategic planning in people, processes, and data governance.

ZDNET experts put every product through rigorous testing and research to curate the best options for you. If you buy through our links, we may earn a commission. Learn Our Process 'ZDNET Recommends': ...

There’s a lot that goes into evaluating AI CRM, which is why we’ve done some in-depth research on some of the best options to choose from. Click on the links below to get a thorough look at these ...

If you’re a real estate professional, a customer relationship management or CRM platform may be just what you need to land new clients, retain current ones, and earn referrals that grow your business.

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 ...