Apptivo offers a comprehensive suite of tools for contact management, lead tracking, opportunity management, and sales ...

As CRM systems are integrated via the Internet of Things (IoT), businesses' relationships and knowledge of their customers are shifting. These two robust technologies, when combined, allow companies ...

After spending several days exploring its features and capabilities, I've come away impressed with the value Workbooks CRM, a cloud-based platform aimed at midsize businesses, delivers. It is clear ...

HubSpot, a provider of marketing automation and customer relationship management tools, announced the launch of what it calls the first CRM deep research connector with ChatGPT on June 4. The ...

Rocket CRM has announced the implementation of an enhanced Landing Pages feature, developed to support structured digital campaign management and data-driven customer acquisition. The update reflects ...

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.

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 ...

DXtrade and TradeCore have announced a full mobile integration that brings TradeCore’s BrokerIQ CRM ecosystem directly into the DXtrade mobile app, extending ...