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 ...

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 ...

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 ...

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 ...

More than 86 percent of CPA firms have yet to integrate a dedicated customer relationship management program into their organization, according to a new study. Less than 3 percent of the CPA firms ...

Apptivo offers a comprehensive suite of tools for contact management, lead tracking, opportunity management, and sales ...

On Feb. 16, BizAutomation.com is planning a launch of an on-demand business suite that will include e-commerce, CRM, accounting and other back- and front-office features. There are other similar ...

Nutshell reports that startups must choose CRMs based on growth stages, ensuring alignment with current needs and planning ...

I'm proud to be a certified public accountant. My profession is highly regarded. We are known to be financial experts. We are trusted and respected. We are relied upon as advisors, counselors and ...

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, ...

Monday Sales CRM has expanded its ecosystem to offer 200+ native integrations and thousands more through third-party ...