Kelly is a former Editor, SMB at Forbes Advisor, specializing in starting and marketing new ventures. Before joining the team, she was a Content Producer at Fit Small Business where she served as an ...

Explore the open-source CRM platforms offering flexibility, AI automation, and complete data control for growing businesses.

Marketing CRM software is a sales solution that specifically aids businesses in creating and managing lead generation and nurturing through digital or in-person campaigns. Campaigns and strategies you ...

I have been writing for newspapers, magazines and online publications for over 10 years. My passion is providing, in a way that is easily accessible and digestible to all, the knowledge needed for ...

While customer relationship management software often has a role in handling client data at financial advisory firms, advisors don't always take full advantage of CRM's capabilities. A CRM system can ...

It is becoming increasingly difficult to function in the modern digital economy without some form of automated customer management. Not only has ecommerce turned even the smallest business into a ...

S1 Corp.’s CRM Solutions were selected by ISM Inc. as one of the Top 15 CRM Enterprise software packages for 2004. For the first time since the awards were first presented in 1992, the Top 15 CRM ...