Apptivo offers a comprehensive suite of tools for contact management, lead tracking, opportunity management, and sales forecasting, all within a highly customizable interface.

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To best leverage your customer relationship management (CRM) system, you'll need to understand the features commonly found across CRM software. Most platforms include some sort of customer contact ...

Customer relationship management (CRM) software is a critical tool for driving sales and interacting with potential or current customers. The best CRMs help you organize and store all of the data that ...

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.

Kelly is a former Editor, SMB at Forbes Advisor, specializing in starting and marketing new ventures. Before joining the team, she was a Content Producer at Fit Small Business where she served as an ...

The best CRM for accountants is Hubspot: It’s simple and easy to use, offers a huge range of accounting-specific integrations needed to work with your existing software, and automation tools that will ...

In the past, CRM software was targeted at enterprise-level companies. That’s no longer the case. Small and midmarket businesses are now able to implement CRM platforms and are doing so in great ...

Why You Should Care: Jesubi positions its eponymous sales force automation applications as more effective and easier to use than such competitors as Salesforce.com and Sage SalesLogix. The Lowdown: ...