Marketing, sales, and customer service teams require accurate, up-to-date information for effective interactions with leads and clients. However, updating records is challenging and time-consuming if ...

Marketing software can help your business engage customers and connect with prospective buyers to grow your brand awareness and sales. Many, or all, of the products featured on this page are from our ...

Discover the four types of CRM software available and learn how to choose the right one for your business needs. Explore key considerations and features to make an informed decision. All customer ...

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

Kelly is a former Editor, SMB at Forbes Advisor, specializing in starting and marketing new ventures. Before joining the team, she was a Content Producer at Fit Small Business where she served as an ...

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.

Pipedrive and Monday are two project management software designed to enhance workflow and internal communication between team members. While Pipedrive is customer relationship management (CRM)-focused ...

As far as CRM platforms go, we found that monday CRM is one of the better options out there, providing users with an intuitive, color-coordinated interface that is easy to use. In fact, we found that ...

The Test Drive feature lets you see aspects of the Microsoft Dynamics CRM as part of a guided tour. The Test Drive for Microsoft Dynamics CRM is role-based, so you see different screens and tip boxes ...

A healthcare CRM is customer relationship management software specifically designed for use in the healthcare or pharma industry. Doctor’s offices, clinics and hospitals use these specialized CRM ...