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 ...

The rise of open source CRM platforms in recent years reflects a major shift in how businesses approach customer relationship management. Small and medium enterprises are looking for systems that ...

If you’re a real estate professional, a customer relationship management or CRM platform may be just what you need to land new clients, retain current ones, and earn referrals that grow your business.

This comprehensive guide will explain how to choose a CRM system, including key factors to consider, features to look for, and what costs to expect from CRM software. With so many CRM solutions ...

Marketing, sales, and customer service teams require accurate, up-to-date information for effective interactions with leads and clients. However, updating records is challenging and time-consuming if ...

Your customers are your most important asset, which is what makes selecting a CRM such a critical choice. Here's what you need to know to choose a winner. If you’re looking for a Customer Relationship ...

Sales dashboards are analytic tools designed to allow your business to track, manage, and visualize valuable insights into how your team is performing during a given time period. There’s no point in ...

The best contact management software is Zoho CRM, offering an affordable platform with lots of features aimed at helping you track and analyze contact data, including list segmentation and automated ...