Account management: A guide and best practices
Customer loyalty is made by nurturing trust and confidence, which is hard to do if you’re not regularly engaging your clients. Account management allows organizations...
The lead management process: a practical guide
A great lead management process can transform your business.
Mass email: definition, best practices, and FAQs
Mass email has been around longer than the internet. In May 1978, Marketing Manager Gary Thuerk sent a mass email to 397 accounts registered on the US Defence...
The 7 best CRMs for financial advisors
A financial advisor needs to understand each individual customer to offer them the best advice and services. When you have dozens or even hundreds of clients, this can be tricky to do without any...
The best CRM for Law Firms: Top 12 in 2024
Ready to revolutionize your law firm’s client management? Let’s explore CRMs for law firms. These powerful tools transform law firms’ operations,...
The 10 best CRMs for consultants in 2024
Consultants and consulting firms require customer relationship management (CRM) software to streamline their processes, improve client relationships, and ultimately grow...
5 of the best CRMs for accountants
For accounting firms, maintaining solid client relationships is key. That means staying in touch with clients throughout the year, not only during tax season. For firms...
Top 10 CRM for e-commerce businesses [2024]
Managing an online store can be exhilarating yet overwhelming, especially when you’re drowning in customer data, juggling endless emails, and trying to personalize...
The 6 best CRMs for property management
Property managers have a lot going on. From handling incoming inquiries from prospective tenants to handling maintenance requests from existing ones, and in some cases,...
What is enterprise CRM software? Guide and best tools
You wouldn’t use a set of walkie-talkies to communicate across your enterprise business, nor should you use small business CRM software to manage its sales...