Explore the best CRM for accounting firms in 2024, featuring top tools and features tailored to streamline client management and boost efficiency. Accounting firms offer a range of financial services ...

An iconoclast is an individual who challenges the prescribed or established way of doing things, finds a better way, creates a plan for change, and executes it. My first and greatest journey as an ...

New York - Partnerships between accounting software resellers and customer relationship management system specialists are on the rise, as more resellers are finding that CRM is not something you jump ...

In the North American marketplace, where 90 percent of businesses with more than 10 employees have adopted CRM, there remains a lone holdout industry—accounting. Fewer than 10 percent of accounting ...

Cloud-based accounting technology provider FinancialForce.com has released the fifth-generation Winter ’11 version of FinancialForce Accounting, featuring the ability to move between the general ...

Monday.com provides a versatile solution for managing customer relationships, featuring customizable pipelines, powerful ...

Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. I'm proud to be a certified public accountant. My profession is ...

Zoho CRM has an impressive array of core capabilities. Features like lead and opportunity management, sales forecasting, and ...

The Test Drive feature lets you see aspects of the Microsoft Dynamics CRM as part of a guided tour. The Test Drive for Microsoft Dynamics CRM is role-based, so you see different screens and tip boxes ...

A CRM is really just a database. And that’s not enough for your business. You need a place where customer relationships begin ...

A CRM (customer relationship management) is a single software platform that allows businesses to manage and monitor customer relationships with both current and potential customers. With a good CRM, ...