Forms shape how you collect customer data, qualify leads, and understand users. A good builder fits your workflow, collects accurate data, and integrates well with your tools. Today, you’ll see how ...

Pipedrive and Salesforce are top CRM platforms geared toward different business needs. We compared their features to help ...

The fast changing digital economy also sees business increasingly discover that it is not enough to sell products in order to become successful, it is necessary to establish relationships. Each […] ...

The mismatch causes problems when CRMs are deployed for government initiatives. CRMs are built to support a linear sales process—a deal is won, lost, or in progress. So CRMs categorize prospects by ...

The white paper reviews the challenges current CRMs pose to Patient Services teams at life sciences companies and explores ...

How to select the finest CRM software for your business in 2025, including essential features, price data, and sales and ...

Plannr, the CRM for financial advice firms, has announced an integration with connectivity tool, ZeroKey. A lack of integration and the need to manually key client data is frequently cited as a major ...

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

Juniper Square, the fund operations partner to private markets GPs, announced a collaboration with BlackRock Aladdin to ...

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 ...

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, ...