Customer relationship management (CRM) platforms have shifted from basic record-keeping tools to central decision-making systems that unify data across commerce, loyalty, and messaging. This evolution ...

Some CRM platforms tend to slow their team down. As a result, platforms that help you get the job done without making things more difficult are the most popular options. This tech should be simple to ...

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 ...

Creatio customers gain native document viewing capabilities within workflows – powered by enterprise-grade SDK provider, ...

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 ...

Salesforce is set to release its Q1 2027 earnings as CRM technology undergoes a major transformation from static record-keeping to AI-driven decision-making systems. Analysts expect the company to ...

CRM platforms integrate with Voice over Internet Protocol (VoIP) technology to create a powerful solution that will boost your customer communications. You’ll commonly find this integration in call ...

The best CRM software will integrate with email marketing software and text message marketing software to automatically capture communications on these channels, reducing the need for a team member to ...

New messaging and notification center eliminates the gap between where caterers manage events and where they talk to ...

New platform consolidates pipeline management and analytics for sales teams SalezForge delivers the flexibility needed ...

TheFly reported on April 17 that Piper Sandler revised its outlook on CRM, reducing its price target from $250 to $215 while ...