If you think customer relationship management (CRM) and contact management are the same thing, you're almost right. Contact management is a subset of CRM. CRM systems attempt to track all customer ...

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 ...

Workbooks CRM is an impressive all-in-one solution that combines robust functionality with ease of use and affordability. Its ...

To best leverage your customer relationship management (CRM) system, you'll need to understand the features commonly found across CRM software. Most platforms include some sort of customer contact ...

A CRM (customer relationship management) is a single software platform that allows businesses to manage and monitor customer relationships with both current and potential customers. With a good CRM, ...

Kelly Main is a Marketing Editor and Writer specializing in digital marketing, online advertising and web design and development. Before joining the team, she was a Content Producer at Fit Small ...

CRM software solutions with built-in project management tools help streamline client relationships and task management. Explore our top picks for the best CRM solutions with project management. When a ...

When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. Keep reading to find out all about the complete history of CRM and what the tools of today owe to ...

Call center representatives use CRM software specifically designed for contact or help centers. These platforms host all customer information, including contact information, interaction history, ...