Capsule CRM provides a user-friendly platform that excels in contact management and sales tracking. It integrates well with ...

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 ...

Your Customer Relationship Management (CRM) tool is by far the most important part of your RIA firm’s tech stack. A recent study showed out of several hundred RIA firms surveyed, 94% of respondents ...

Zoho CRM is a Customer Relationship Management (CRM) solution that has over 150,000 customers. It offers key features for lead capture, contact and deal management, communication channels, workflow ...

Cinc CRM excels in providing a full-service lead generation and conversion solution tailored for the real estate industry. It ...

Dr. Chris Hillman, Global AI Lead at Teradata, joins eSpeaks to explore why open data ecosystems are becoming essential for enterprise AI success. In this episode, he breaks down how openness — in ...