Pipedrive and Salesforce are top CRM platforms geared toward different business needs. We compared their features to help ...

How to select the finest CRM software for your business in 2025, including essential features, price data, and sales and ...

Plannr, the CRM for financial advice firms, has announced an integration with connectivity tool, ZeroKey. A lack of integration and the need to manually key client data is frequently cited as a major ...

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

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

Sodium also lets firms route AI through their own stack. By default, it uses OpenRouter (a unified API that aggregates hundreds of AI models), but practices can point the app at their own AI account ...

Customer Relationship Management has been at the heart of many startups. But the model isn’t driving revenue; it’s driving ...

By taking into account a more thorough analytical download, history indicates that hot stocks and emerging themes eventually ...

Over the past few months, I’ve written about practical uses of artificial intelligence (AI) in tax and accounting, from engagement letters [1] to ...

This internally focused approach suffers from low user adoption, poor data hygiene, and end-user work arounds that add friction to customer relationships and hinder the customer interaction tracking ...