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 ...

Rocket CRM has announced developments in its marketing automation capabilities, reflecting broader trends in how ...

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 ...

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 ...

RealOffice360 is a simple CRM designed to help real estate agents streamline their business and boost productivity. Its intuitive interface makes it easy to get up and running quickly. Some standout ...

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 ...

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