The CRM integrates with over 400 third-party software packages, so it's easy to align with your existing workflows. You can further customize your experience with add-ons for tasks such as ...

Finding the best CRM for financial advisors is critical if you want to run and grow a successful advisory business. Yet there are many customer relationship management (CRM) software choices, and ...

Free CRM software can be an attractive option for businesses looking to manage their customer relationships without incurring additional expenses. However, free CRMs often lack advanced features ...

Once you have narrowed down your search to one software provider, test it out to make sure it works for your company. Most CRM vendors offer a free full-feature trial of their product. Take ...

This week, Epiphany will unveil an updated CRM suite that will blend heretofore standalone marketing, sales, and service modules. The goal is to offer sales or service agents a full view of ...