Plannr brings to the market an API-first CRM, whose core mission is to build an ecosystem for the entire financial planner’s ...

This internally focused approach suffers from low user adoption, poor data hygiene, and end-user work arounds that add friction to customer relationships and hinder the customer interaction tracking ...

Plannr, the CRM for financial advice firms, has announced an integration with connectivity tool, ZeroKey. A lack of ...

With a focused approach, leaders can apply automation and AI to streamline core workflows, reduce avoidable rework and create ...

Many software companies have jumped at the opportunity to land their own product on the market, but this list contains five in particular that showcase how AI changes CRM for the better.

RoofLink, the all-in-one roofing CRM built by roofers for roofers, today announced a new integration with SRS Distribution, ...

For a CRM to really help a sales team, it needs to be user-friendly, work well on mobile devices, and have built-in AI features. But the best CRMs for sales can help.

Perplexity just became the poster child for why insurers are backing away from AI companies — it got caught copying a ...

Proven ROI Redefines The Digital Mortgage Ecosystem With Encompass And Hubspot Integration Success. EINPresswire/ -- Proven ROI, a HubSpot Gold Partner and leader in data-driven marketing technology, ...

Proven ROI Launches Seamless Servicetitan And Hubspot Integration To Drive Growth And ROI. EINPresswire/ -- Proven ROI, a HubSpot Gold Partner and leader in marketing automation and CRM integration, ...

As the pace of AI innovation accelerates, Zocks co-founder and CEO Mark Gilbert says his company’s mission is simple: help ...