Workbooks CRM is an impressive all-in-one solution that combines robust functionality with ease of use and affordability. Its ...
CRM systems fail when they're not utilized correctly or when businesses choose the wrong CRM solution. Learn how to implement ...
Luxury Presence’s new artificial intelligence–driven Presence CRM platform is scheduled to roll out in February.
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 ...
AI won’t fix customer experience if phone systems and CRM platforms don’t share real-time context. Integrating them first ...
Customer relationship management (CRM) systems benefit businesses by automating tasks, centralizing customer data, improving collaboration, and providing insights for targeted email marketing. However ...
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.
At its Knowledge 2025 event last week, ServiceNow unveiled a new AI-powered CRM platform and an increased focus on the CRM market that challenges traditional approaches and established leaders.
The best CRM for accountants is Hubspot: It’s simple and easy to use, offers a huge range of accounting-specific integrations needed to work with your existing software, and automation tools that will ...
I’ve been writing and editing technology articles for more than seven years, most recently as part of PCMag's software team. I am responsible for content in the AI, financial, graphic design, ...