Salesforce and HubSpot are two of the most popular customer relationship management systems (CRM) giants, each promising the ...

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, ...

CRM systems organize customer data and communications, helping sales teams execute consistent follow-up strategies, track ...

Operating a business today involves juggling sales pipelines, customer communications, and team projects, while not letting ...

Entrepreneurs know firsthand that running a business in today’s world feels anything but small. The details and deadlines can ...

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.

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 ...

Explore the best CRM for accounting firms in 2024, featuring top tools and features tailored to streamline client management and boost efficiency. Accounting firms offer a range of financial services ...

Think of your CRM operating model as the blueprint for how your organization manages everything connected to your customer relationship system—the people, the processes, the data, and the technology ...

Customers are vital to any business, and customer relation management (CRM) systems can help you maximize every interaction. We help you choose the best CRM for your business among our top-tested ...

The best CRM for accountants is Hubspot: It’s simple and easy to use, offers a huge range of accounting-specific integrations needed to work with your existing software, and automation tools that will ...