Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Community Bank, N.A., a diversified financial services company based in DeWitt, NY. Community Bank focuses…
Plannr Technologies, a leading UK-based provider of CRM software, and Asset-Map Holdings, Inc., the premier modern financial planning tool for financial professionals, now available in the UK, are thrilled to announce…
White Cup, a recognized leader in Customer Relationship Management (CRM), Business Intelligence (BI), and Pricing solutions tailored for the distribution industry, today announced the acquisition of Sales Management Plus (SMP), a provider of…
Unanet, the leading provider of project-based enterprise resource planning (ERP) and customer relationship management (CRM) for the architecture, engineering, and construction (AEC) industry, today announced that Windsor Engineers, a growing Midwest design firm, has…
B2Core, a renowned advanced CRM solution provider, has presented another update to its back-office management CRM, including the iOS mobile application. The newly updated suite focuses on customer convenience and allows brokerages…
Salesforce, the #1 AI CRM, announced that its Chair and CEO Marc Benioff received the Yale Legend in Leadership Award at the Yale CEO Summit. The distinction recognizes his visionary leadership and…
Pipedrive, the easy and effective sales CRM for small businesses, announced it won Best CRM Solution at the 2024 Sales and Marketing Technology Awards (aka Sammys) by the Business Intelligence Group. “We are incredibly…
Pipedrive, the easy and effective sales CRM for small businesses, today announced the results of its annual State of Sales and Marketing Report 2023/2024. The study has yielded interesting results, revealing that 42%…
Optimove, the first Customer-Led Marketing Platform, has relocated to new, larger offices in Manhattan to accommodate its rapid growth. This expansion has been driven by recent strategic moves in the…
Aidium, the leading business intelligence and mortgage CRM platform, proudly announces its 24/7 customer support service. This underscores Aidium’s commitment to providing unparalleled support, ensuring mortgage professionals have access to real-time assistance whenever…
