For years, customer relationship management (CRM) in law firms has often been viewed as a glorified Rolodex — a necessary but often underutilized system primarily seen as a data repository. With the ...

Nimble CRM stands out from traditional customer relationship management software by focusing on company-wide operations rather than just sales. In September, the platform introduced a major upgrade ...

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 ...

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 ...

No longer nice-to-haves, CRM systems today are essential tools helping organizations create the high-touch, personalized interactions their customers demand. While most people equate customer ...

A CRM database is a business tool used to track and organize customer information throughout your business. These databases are supported by customer relationship management (CRM) software, which ...

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 ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

Redtail Technology, an industry leader in client relationship management (CRM) software, is changing the way it charges customers this week. Processing Content The company announced early last month ...

Relationships are the cornerstone of any successful business, underpinning everything from consumer loyalty to strategic partnerships. With the rapid advancement in technology, companies now have ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...