As CEO of Affinity, Ray’s goal is to bring relationship intelligence to the world because every opportunity begins with a relationship. CRM has become the largest enterprise software category in the ...
Is your CRM really integrated with the rest of your business?Issued by QuickEasy SoftwareJohannesburg, 12 Jan 2026 Most ...
A CRM report is an analytics tool built into a customer relationship management (CRM) system that provides users with data and insights into their customers, activities, sales, and performance. It ...
In simple terms, open source CRM is a type of customer management software whose source code is freely available for anyone to view, modify, and enhance. Unlike proprietary CRM systems, which come ...
Choosing the right CRM can shape how your RIA manages client relationships and daily tasks. Many firms want a system that is easy to use, secure, and designed for financial professionals. Wealthbox ...