Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech ...

RealOffice360 CRM provides a user-friendly platform tailored for the real estate industry. It excels in offering essential ...

The funding points to a shift away from bloated systems toward faster, AI-driven CRM platforms built for execution.

- Microsoft 365 Business Basic: £4.90 per user/month - Microsoft 365 Business Standard: £9.40 per user/month - Google ...

Lender and Broker Services, Products, and Software Warehouse lending got a major upgrade in 2025. OptiFunder has transformed ...

New AI Insights and Churn Threats help software companies increase pipeline impact and drive revenue retention as buyers shift to LLM-driven research. CHICAGO, Dec. 16, 2025 /PRNewswire/ -- G2, the ...

Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals ...

U.S. software company Freshworks is exploring acquisitions, including AI firms, backed by more than $800 million in cash, as it aims to boost revenue in the coming years, CEO Dennis Woodside told ...

The Singapore insurer has begun rolling out Salesforce Agentforce to assist customer service teams, with plans to extend the use of the technology to financial advisers and direct customer interaction ...

Silverback Webinar has released an expanded version of its webinar software, introducing updated capabilities intended to support the growing demand for structured, reliable, and interactive virtual ...