In the case of investment companies, integrating customer relationship management (CRM) systems with portfolio management ...

As the financial climate is becoming more competitive and has become fast paced, investment companies are in need of smart ...

Find the right customer relationship management solution for your small business with this step-by-step guide to comparing the best CRMs, in-demand features, and pricing.

In the G2 Summer 2025 Grid Reports, SAP Sales Cloud received top rankings among enterprise CRM and mid-market CRM vendors.

Creatio said it won’t charge separately for AI capabilities but will include all agents and features in the core platform.

Monday Sales CRM is a customer relationship management (CRM) software that assists sales and marketing managers in managing their employees. It is best suited for small to medium-sized organizations.

After two years of development, Twenty is ready for productive use. The open source CRM has already won many advance praises.

The analyst further reasoned that Salesforce, Inc. (NYSE:CRM) has a promising product portfolio that includes GenAI solutions ...

The cost of Slack's Business+ plan is now $15 per user per month. The company said it is adding the latest AI features to all paid plans, including the ability to deploy multiple employee-facing AI ...

Pewaukee-based customer relationship management consulting firm TopLine Results Corp. announced the appointment of Melanie R.

This integration can help make sales training more personal. This CRM data can give you an idea of what your customers want, ...