Cash flow isn’t just about what’s sitting in the bank today; it’s about visibility into what’s coming next. And that starts ...

Execs say DIY OpenAI connections risked pushing CRM data past the ‘trust boundary’ Salesforce users running Agentforce with ...

Discover how CRM integration with other systems can enhance data synchronization, automate workflows, and improve reporting. CRM software can be a powerful marketing, sales, and service solution by ...

Michael Kelly, the founder of fee-only registered investment adviser Switchback Financial, starts each day logging into his client relationship management software, where he keeps his client notes, ...

CRM and customer experience (CX) vendors are retooling their platforms to better integrate with existing business applications without employees realizing they’re using generative AI-powered ...

The energy sector is thriving: IEA predicted that companies operating in this area invested over $2.8 trillion in their growth last year. Some of these investments were devoted to digital ...

David Gadra planned for the day when customer relationship management (CRM) analytics would arrive at his $5.2 billion office products company. So when the multimillion-dollar IT overhaul known as ...

The best CRM for QuickBooks integration is Method CRM, offering real-time two-way data sync with the popular accounting software for everything from customers and invoices to leads and payments.

The best CRM platform that offers Xero integration is Zoho CRM. Zoho has a range of useful features for managing leads and tickets, as well as multiple available Xero add-ons and integrations for its ...

ST. LOUIS and NEW YORK, Sept. 15, 2025 /PRNewswire/ -- DriveCentric, the leading AI-powered CRM platform for automotive dealerships, today announced a strategic partnership with automotiveMastermind ...