eWEEK content and product recommendations are editorially independent. We may make money when you click on links to our partners. Learn More. My Rating: 4.1/5 Pricing: Free to $150 per user, per month ...

Your Customer Relationship Management (CRM) tool is by far the most important part of your RIA firm’s tech stack. A recent study showed out of several hundred RIA firms surveyed, 94% of respondents ...

The acronym CRM, which stands for customer relationship management, is tossed around liberally, but it isn’t widely understood in a comprehensive way. CRM is often viewed primarily as data and ...

Investing in a CRM tool can be a big jump from managing customer information in worksheets and loose documents, but startups can greatly benefit from implementing this type of software. Top providers ...

CRM software used within the nonprofit sector is designed to help organizations manage and grow their relationships with benefactors, organize outreach, and monitor activities. A CRM tool can improve ...

Nimble CRM stands out from traditional customer relationship management software by focusing on company-wide operations rather than just sales. In September, the platform introduced a major upgrade ...

Zendesk Sell delivers a well-rounded CRM experience with a focus on usability and integration with Zendesk's renowned support tools. While it may not offer the depth of features found in some ...

Rocket CRM has announced the release of expanded automation tools designed to advance customer relationship management and support Marketing Automation initiatives. These developments aim to help ...