Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...

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 ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...

Explore the best CRM for accounting firms in 2024, featuring top tools and features tailored to streamline client management and boost efficiency. Accounting firms offer a range of financial services ...

Customer relationship management (CRM) software is a critical tool for driving sales and interacting with potential or current customers. The best CRMs help you organize and store all of the data that ...

Customers are vital to any business, and customer relation management (CRM) software enables you to maximize every interaction. We help you choose the right CRM for your small business based on our in ...

Top 5 CRM software for sales and customer management: compare features, pricing, and best-fit use cases to boost revenue, retention.

The best low-cost CRM tools for small businesses centralize sales information and processes for efficient, authentic relationship building. Using a CRM as your customer relationship management hub, ...

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 ...