Two cloud-based customer relationship-management companies’ failure to implement standard cybersecurity protections made them ...

Effective contract management is often the foundation of strong client relationships. It ensures that agreements are honored, ...

Explore the top CRM solutions with project management. Learn how to streamline client relationships and task management in one platform.

Zoho CRM is an online customer relationship management software for managing your sales, marketing, support in a single system. Zoho CRM helps businesses of all sizes build excellent customer ...

The technology draws on extensive data and personalized profiling to enhance advisors' prospecting, Catchlight's CEO says.

It also consists of scheduling of client appointments, supervision and appointment of staff, managing insurance claims, taking care of marketing and public relations, and implementing procedures and ...

All-in-One Simple Software that simplifies daily operations and automated repetitive tasks for property managers while making Tenants an ...

Choosing the best project management software for ... how well it integrates with other software you use regularly. You’ll ...

CRM (customer relationship management) software serves as a ... Agents can use the software to track client interactions, preferences, and needs, and use this information to tailor their ...

As family offices continue to evolve in a rapidly changing world, their reliance on technology is becoming more pronounced. Here's the latest shifts and providers.