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 ...

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

RealOffice360 CRM provides a user-friendly platform tailored for the real estate industry. It excels in offering essential ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Customer relationship management (CRM) implementation is a 10 ...

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 ...

SharpSpring offers a comprehensive yet affordable all-in-one marketing automation platform with a built-in CRM. With its user-friendly interface, robust feature set, and seamless integration of ...

*Prize will be distributed to the first 300 attendees who attend the live event for a minimum of 51% of the total presentation. Only valid business e-mail addresses of current employer will be ...