The latest version of HubSpot's (CRM) software, now called Smart CRM, gains the Breeze artificial intelligence sales tool and ...

Integrating the software with existing systems might call for additional equipment. Does the CRM workflow mean the sales or customer service teams will need new PCs, smartphones, or tablets?

Commissions do not affect our editors' opinions or evaluations. Customer relationship management (CRM) software is a tool that helps salespeople and businesses manage interactions with prospects ...

Customer relationship management (CRM) doesn't have to be costly and complicated. Start with the best small business CRM software we've tested.

Whether you’re a brand-new agent or a top-producing team — there’s an option for everyone on our list. Check out our top picks and comprehensive guide to choosing the right CRM for your real ...

Zoho Payroll starts at $39 per month, plus $6 per month per employee, and it handles benefits, taxes, and more. The post Zoho ...

Editorial Note: Forbes Advisor may earn a commission on sales made from partner links on this page, but that doesn't affect our editors' opinions or evaluations. Customer relationship management ...

Pipedrive is a great general CRM software with an intuitive interface ... track documents, help target new clients, and even directly manage invoicing and payment processing.

Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Steward Partners, an independent wealth management firm managing over $38 billion ...

HIPAA-compliant CRM software is any generalized or market-focused CRM solution that meets the necessary specifications of the Health Insurance Portability and Accountability Act of 1996.

Achieving CASA Tier 2 certification is also a key requirement for integrating with major platforms, such as Google, which mandates this certification for secure and compliant data exchange. This ...