Product Innovation & Updates
CRM Reporting: What is a CRM Report and How It Drives Insights
Summary of CRM reporting CRM reporting transforms raw customer and sales data into actionable insights that guide...
What is CRM in Real Estate: Manage Clients & Deals Efficiently
Summary of CRM in real estate CRM in real estate has become essential for agents and brokerages to manage leads,...
Sales Happens Between the Meetings: How to Stay Visible
There’s a saying that rings especially true in sales: Deals don’t close in the meeting—they close in between. It’s in...
Best CRM for Accounting Firms: Improve Client and Financial Workflows in 2025
Summary of the best CRM for accounting firms Accounting firms face challenges like scattered client data, manual...
Best CRM for Tax Professionals: Improve Client and Tax Workflows in 2025
Summary of the best CRM for tax professionals Choosing the best CRM for tax professionals can dramatically improve...
The Wealth Transfer Is Coming. Are You Ready?
Over the next two decades, an estimated $68 trillion will change hands in North America alone as baby boomers pass...
What Is the Role of CRM in the Banking Sector: Enhance Client Relationships
CRM in the banking sector summary Customer Relationship Management (CRM) systems have become essential tools for banks...
Why Is CRM Important in the Insurance Industry: Boost Client Relationships
CRM in insurance summary As insurance firms face increasing client expectations, regulatory demands, and operational...
Best Mortgage CRM Solutions: Improve Lending Workflows in 2025
Best mortgage CRM solutions summary Looking for the best mortgage CRM solutions in 2025? This guide breaks down...