As AI becomes embedded across CRM workflows, the challenge in 2026 shifts from adoption to execution, forcing organizations ...

If you’ve been around long enough to see a few CRM projects come and go, then you have probably noticed a pattern. Technology changes, the logos change, and the dashboards look shinier every few years ...

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors' opinions or evaluations. Customer relationship management (CRM) tools have come a long ...

A CRM report is an analytics tool built into a customer relationship management (CRM) system that provides users with data and insights into their customers, activities, sales, and performance. It ...

Janette Novak is a freelance journalist and consultant who specializes in teaching online business and small business marketing. Previously, Janette owned a boutique marketing agency and served as a ...

A customer relationship management (CRM) database is a resource that contains all customer data that all departments within an organization can access. These data include customer information, sales ...

For years, customer relationship management (CRM) in law firms has often been viewed as a glorified Rolodex — a necessary but often underutilized system primarily seen as a data repository. With the ...

Sage CRM stands out as a dependable, feature-rich solution designed for small to medium-sized businesses. It excels in providing a customizable platform that can scale with a company's growth.

In simple terms, open source CRM is a type of customer management software whose source code is freely available for anyone ...