Capsule CRM provides a user-friendly platform that excels in contact management and sales tracking. It integrates well with popular tools like Google Workspace and Microsoft, making it a practical ...

HoneyBook stands out as a versatile CRM platform designed specifically for creative entrepreneurs and small businesses. It excels in simplifying client management, automating workflows, and ...

Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

Chitiz Agarwal aka Kumar is a Salesforce.com evangelist with 14 yrs of IT experience. He is the founder and CEO of Techila Global Services. Customers were, are and will always be at the heart of any ...

Your Customer Relationship Management (CRM) tool is by far the most important part of your RIA firm’s tech stack. A recent study showed out of several hundred RIA firms surveyed, 94% of respondents ...

Zoho CRM is a Customer Relationship Management (CRM) solution that has over 150,000 customers. It offers key features for lead capture, contact and deal management, communication channels, workflow ...

Dr. Chris Hillman, Global AI Lead at Teradata, joins eSpeaks to explore why open data ecosystems are becoming essential for enterprise AI success. In this episode, he breaks down how openness — in ...