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

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 ...

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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 ...