With one of the best document management systems in the CRM space, Apptivo is best suited to SMBs that deal with large stacks ...

Christiana Jolaoso-Oloyede writes for media publications, B2B brands and nonprofits. Using her research, analytical and writing skills from her training as a lawyer, she focuses on garnering accurate ...

Apptivo offers a comprehensive suite of tools for contact management, lead tracking, opportunity management, and sales forecasting, all within a highly customizable interface.

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To continue reading this content, please enable JavaScript in your browser settings and refresh this page. As the remaining half of 2025 unfolds, small businesses ...

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 ...

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 ...

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 ...