If you are trying to manage relationships with many outside vendors through emails and phone calls, eventually an important file is going to go astray or something else critical is going to fall ...

The best contact management software is Zoho CRM, offering an affordable platform with lots of features aimed at helping you track and analyze contact data, including list segmentation and automated ...

Tech tools can make your life as a financial advisor easier, helping you run your practice more efficiently. Building a tech stack begins with identifying your organization's needs. Client management ...

I’ve been writing and editing technology articles for more than seven years, most recently as part of PCMag's software team. I am responsible for content in the AI, financial, graphic design, ...

New in Relationship 2 is direct e-mail integration, including the ability to import accounts from Apple Mail, link contacts to messages, and create reminders to follow up with a customer. It also ...

CRM Software ... let's talk about the 3 essentials! Most people refer to the acronym CRM as Customer Relations Management. However, to be perfectly clear, a CRM is for more than managing CUSTOMER ...

Contact management is crucial for businesses as it centralizes and organizes information about customers, partners and suppliers. By maintaining a well-structured contact management system, companies ...

Relationships are the cornerstone of any successful business, underpinning everything from consumer loyalty to strategic partnerships. With the rapid advancement in technology, companies now have ...

As CEO of Affinity, Ray’s goal is to bring relationship intelligence to the world because every opportunity begins with a relationship. The early 2000s brought a renaissance in relationship management ...

ASPORA.com introduced a Web-based contact relationship management system, powered by Scout Solutions' Aptus. McGuireWoods also brought aboard Aptus. Interface Software is shipping its InterAction ...