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.

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 ...

New integration connects Spiky.ai's real time meeting intelligence with SugarCRM, automatically updating standard and custom fields with AI derived insights from Zoom, Microsoft Teams, Google Meet, ...

Customer Relationship Management (CRM) tools, long used by sales and account teams to track relationships, automate follow-ups, and centralize communication, are becoming a growing point of tension in ...

Nutshell reports small businesses can successfully implement CRM systems with a user-friendly approach, strategic planning, ...

Learn more about whether Adobe Inc. or HubSpot, Inc. is a better investment based on AAII's A+ Investor grades, which compare ...