Rocket CRM has announced a major expansion of its platform with the introduction of Rocket CRM Marketing Automation, a set of ...

Customer service management systems can also be leveraged by public sector and charitable service organizations to store donor information, constituent details, service requests and case management.

QuickBooks has introduced the Customer Agent, an AI-powered CRM management solution designed to centralize leads and client data.

Independent broker-dealer firm Commonwealth Financial Network has created its own client relationship management system that advisers can begin using today. Instead of implementing a CRM by an ...

Salient Systems announces CompleteView VMS V4.5 with Dynamic Video Management tools, cross browser and H.264 support on Windows and Mac platform.

Data Sync: Client contact and appointment details captured in Weave are automatically updated in the practice management system.