I had the chance to talk to Dan Roche, CMO at Workbooks, about how AI is currently being applied to CRM and which business challenges it may help solve in the future.

CRM tools are becoming more important to the daily work of real estate agents and the success of their brokerages every year. The best real estate CRM will be specific to the industry with ...

Kathy Haan, MBA is a former financial advisor-turned-writer and business coach. For over a decade, she’s helped small business owners make money online. When she’s not trying out the latest ...

In today’s hectic business environment, staying connected to customers has become more critical. Automating customer engagement merely allows businesses to build better and stronger relationships ...

Overlapping and legacy customer management systems lead to time-sucking busywork that could be better spent closing deals ...

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HubSpot reported strong quarterly earnings, outpacing both management's guidance and analyst estimates. It was driven by ...

Workbooks, one of the best CRM providers, has announced the integration of advanced project management tools into its CRM ...

In 2025, business growth seeks ways to develop its customer relationship management and the processes involved in it.

FXBO, the provider of CRM solutions for multi-asset brokers, has announced the integration with Brokeree’s Social Trading for ...