Customer relationship management (CRM) software is a set of tools that help businesses track and manage customer interactions. The best CRM software can help businesses to better understand their ...

Discover the four types of CRM software available and learn how to choose the right one for your business needs. Explore key considerations and features to make an informed decision. All customer ...

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 ...

The best CRM for QuickBooks integration is Method CRM, offering real-time two-way data sync with the popular accounting software for everything from customers and invoices to leads and payments.

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

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 ...

After examining 44 CRM platforms using our proprietary rubric and performing hands-on software testing, Forbes Advisor’s top ...

CRM systems are foundational to the success of law firms’ Marketing and Business Development teams, serving as the primary platforms to centralize, manage, and leverage client and contact information.