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

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

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 ...

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

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 ...

Powered by JunieAI, the AI CRM automates investor relations workflows to help IR teams raise more capital and strengthen LP relationships ...

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.

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.

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

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

If you want AI to integrate smoothly, process maps must align with business goals, not just internal workflows. Otherwise, ...

Velo AI from ZenBusiness automates startup formation, licensing, compliance, and website setup, helping small business owners launch faster with less administrative work.