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.

I’ve been writing and editing technology articles for more than seven years, most recently as part of PCMag's software team. I am responsible for content in the AI, financial, graphic design, ...

Customer relationship management (CRM) systems help businesses collect data and track interactions with their customers and prospects. This data comes from a variety of sources, including website ...

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.

An insurance customer relationship management (CRM) software is a solution that helps insurance agencies, providers, or brokers manage all business tasks while maintaining high customer service. From ...

CRM software solutions with built-in project management tools help streamline client relationships and task management. Explore our top picks for the best CRM solutions with project management. When a ...

You’ll find dozens of options when shopping for a CRM. But if you are a for-profit business, a few CRM systems stand out among the rest. That’s because some CRM systems are specifically focused on ...

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 ...

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 ...