Customer relationship management (CRM) platforms serve as the operational backbone for your RIA. This is why choosing the tool that matches your firm’s needs and goals is an important decision. To ...

Enterprise CRM software is a customer relationship management platform specifically designed for midsize to large organizations that need a solution that can handle the bandwidth of a large-volume ...

Research firm Statista Market Insights has valued the worldwide CRM software market’s revenue at $89.3 billion this year and expects it to reach $146.1 billion by 2029, growing at a compound annual ...

Customer relationship management or CRM solutions can be invaluable for small business owners. Whether you use the software to keep track of customer interactions, promote offerings to prospects, ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Customer relationship management (CRM) tools have come a long ...

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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 ...

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The best CRM platform that offers Xero integration is Zoho CRM. Zoho has a range of useful features for managing leads and tickets, as well as multiple available Xero add-ons and integrations for its ...

Kelly is a former Editor, SMB at Forbes Advisor, specializing in starting and marketing new ventures. Before joining the team, she was a Content Producer at Fit Small Business where she served as an ...

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 ...