It’s 11 p.m. on a weeknight. You’re at your desk researching customer relationship management (CRM) solutions for the third time this month. Your sales team is growing, customer information is ...

How many times have you invested in a CRM, only to abandon it a few months later? You’re not alone. Most mortgage pros give up because they skip one crucial step: having a clear plan. Here’s how to ...

Workbooks CRM is an impressive all-in-one solution that combines robust functionality with ease of use and affordability. Its ...

Sales teams from the smallest of businesses to the largest of organisations use customer relationship management (CRM) software. CRMs can help to automate workflows, reduce manual tasks and, most ...

Using the right tool for the job can make life a lot easier, and fundraising is already hard enough without having to push that boulder uphill. Customer relationship management (CRM) software isn’t ...