6 steps to implement and automate a quote management system
Sending quotes might seem straightforward, but for a quote to turn into a sale, there’s a lot that goes on behind the scenes between creation, quote revision, and a...
5 CRMs for service businesses to know in 2025
If you’re not tracking your customers’ data, you’re missing out on golden opportunities to surprise them with impeccable service. Whether you’re in the stages...
7 best mortgage CRM software solutions
With so much paperwork, documentation, regulations, and communication that goes into closing a mortgage, managing it all can be a challenge. If you’re a financial...
Understanding venture capital CRMs + Top 5 solutions for 2025
Venture capital relies on strong relationships, efficient operations, and well-executed investment strategies. With high stakes and fast-paced decision-making, a CRM for...
4 best invoice management platforms to streamline billing and payments
One single invoice can take days to process. Once it’s received, data gets extracted, it’s verified with the right departments, goes through approval processes, and...
The 5 best no-code CRM software
A customer relationship management (CRM) system is an essential tool for any business that has to handle multiple customers, leads, and accounts. However, finding a CRM...
Zoho CRM vs. HubSpot: features, pricing, user reviews, & more
Zoho CRM and HubSpot are two household names in the CRM world. And while they’re both solid CRM options, offering advanced features for companies to strengthen their...
Salesforce vs. Zoho CRM: Which Solution Will Fit Your Business?
Salesforce is an industry leader when it comes to customer relationship management (CRM) platforms, but is it the best option for every business? Zoho CRM has proven to...
The Best CRM for Manufacturing Companies in 2025
Manufacturers need customer relationship management (CRM) software to streamline operations, improve customer relationships, and boost sales. The right CRM can help...
What Is a Retail CRM + Top 10 Retail CRM Software
Retail success hinges on one key factor: understanding your customers. Managing customer data, streamlining sales processes, and delivering personalized experiences are...
The Best CRM for Law Firms: Top 12 Tools
Ready to revolutionize your law firm’s client management? Let’s explore CRMs for law firms. These powerful tools transform law firms’ operations,...
The 10 best CRMs for consultants in 2025
Consultants and consulting firms require customer relationship management (CRM) software to streamline their processes, improve client relationships, and ultimately grow...
10 top CRMs for accountants and bookkeepers to consider in 2025
If you’re only reaching out to your clients during tax season, you’re likely not doing enough to nurture client relationships. For accounting firms, maintaining...
Top 10 CRM for E-Commerce Businesses
Managing an online store can be exhilarating yet overwhelming, especially when you’re drowning in customer data, juggling endless emails, and trying to personalize...
The 6 best CRMs for property management
Property managers have a lot going on. From handling incoming inquiries from prospective tenants to handling maintenance requests from existing ones, and in some cases,...
How to sell more with an enterprise CRM [Top 5 solutions]
You wouldn’t use a set of walkie-talkies to communicate across your enterprise, so why would you use small business CRM software to manage its sales processes? CRM...
monday vs. HubSpot: Choosing the best CRM for your team
Choosing the right CRM for your business can spell the difference between well-organized client accounts and nurtured leads to prospects falling through the cracks....
The best recruitment CRM software options
As a recruiter, you’re managing tens, hundreds, or even thousands of applicants a month. If you don’t want to be the recruiter who’s ghosting candidates, ...
6 ways customer data can help personalize your marketing campaigns
You’ve saved your customer contact forms, archived your email conversations, and sent your transaction data to your accounts team. What’s next? Some...
Affiliate management: How to manage affiliates
Effective affiliate management is key to making your affiliate program work. And, given that affiliate marketing is involved in 16% of all the ecommerce sales in the US...
How to measure and improve your customer satisfaction
Customer satisfaction measures how much your customers like your products or services. And in some cases, it can make or break your business. Highly satisfied customers...