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

Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing initiatives, ...

Think of your CRM operating model as the blueprint for how your organization manages everything connected to your customer relationship system—the people, the processes, the data, and the technology ...

With IMPACT® kicking off today in Denver, Orion announced a significant enhancement to its integration with Schwab Advisor ...

Proven ROI Launches Seamless Servicetitan And Hubspot Integration To Drive Growth And ROI. EINPresswire/ -- Proven ROI, a HubSpot Gold Partner and leader in marketing automation and CRM integration, ...

The fast changing digital economy also sees business increasingly discover that it is not enough to sell products in order to become successful, it is necessary to establish relationships. Each […] ...

AI personas open the door to smarter marketing, stronger customer relationships and faster innovation across the franchise ...

Juniper Square, the fund operations partner to private markets GPs, announced a collaboration with BlackRock Aladdin to ...

Pipeline is among the best sales CRMs because of its interface. It optimizes a clean, drag-and-drop pipeline interface that helps automate basic sales tasks. This feature frees up valuable time and ...

Proven ROI Redefines The Digital Mortgage Ecosystem With Encompass And Hubspot Integration Success. EINPresswire/ -- Proven ROI, a HubSpot Gold Partner and leader in data-driven marketing technology, ...

Rocket CRM today announced the launch of its enhanced CRM automation system, marking an important advancement in how the company supports businesses in managing customer relationships, sales pipelines ...

Plannr brings to the market an API-first CRM, whose core mission is to build an ecosystem for the entire financial planner’s ...