Customer relationship management (CRM) doesn't have to be costly and complicated. Start with the best small business CRM software we've tested.

CRM software's main function is managing all customer-facing activities. It can store, organize, analyze, and synchronize customer information, sales activities, and leads so the sales team is on ...

Finding the best CRM for financial advisors is critical if you want to run and grow a successful advisory business. Yet there are many customer relationship management (CRM) software choices, and ...

The global market for CRM will reach $114.4 billion by 2027, showing the rising trend of demand in customer relationship ...

Kathy Haan, MBA is a former financial advisor-turned-writer and business coach. For over a decade, she’s helped small business owners make money online. When she’s not trying out the latest ...

Customer relationship management software maker Salesforce (CRM) is cutting 1,000 roles and focusing on hiring more sales ...