Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning ...

Conversational AI is gaining attention as enterprises look beyond CRMs to spot hesitation risk and momentum before forecasts ...

Many RIA firms invest in CRM and planning software but fail to integrate, train staff or maximize existing tools for growth ...

With one of the best document management systems in the CRM space, Apptivo is best suited to SMBs that deal with large stacks ...

Your sales organization is spending an average of $1,200 per rep annually on sales tools, yet 67% of purchased features go ...

Most businesses today have a customer relationships management (CRM) system. Sales teams track leads, log calls, send quotes and move deals through pipelines. On the surface, it looks like things are ...

Emile brings close to two decades of real estate industry experience and thought leadership to HousingWire. In 2010, he became a licensed real estate agent in Manhattan, and in 2018, he co-founded The ...

Apptivo offers a comprehensive suite of tools for contact management, lead tracking, opportunity management, and sales ...

Rocket CRM has announced continued development and refinement of its Missed Call Text Back functionality, reflecting ongoing changes in how organizations manage inbound communication, responsiveness, ...