Tag : customer relationship management

Altruist’s all-in-one custodial solution integrates with industry-leading CRM, extending existing capabilities of its centralized tech platform for modern advisors Latest partnerships—including most recently with Riskalyze—underscore...

Advisors who work with SSG now have access to Advyzon’s all-in-one, cloud-based platform Advyzon, a comprehensive technology platform and all-in-one solution for financial advisors and...

The company is recognized in the process-centric functionality segment, among vendors that offer unified CRM applications on a singular low-code/no-code platforms with workflow management engine...

Offerings for Digital Leaders Reinventing Operations and Transforming Business Models Introhive, the fastest-growing AI-powered sales and revenue acceleration platform, today announced the company has been named to...

Parascript, which has been delivering high-performing automation for over 25 years and processing more than 100 billion documents annually, announced today its partnership with Datamatics to offer...

Develux, an outsourcing IT company that specializes in custom CRM software development, announces the launch of a CRM solution for a UK-based freelance platform. The...

Opus Behavioral Health Inc., a leading cloud-based electronic health record (EHR) platform for behavioral health and substance abuse inpatient, outpatient and residential centers, is pleased to announce a strategic...

Seattle company partnering with OneApp Guarantee to keep 10,000 families from being denied rental approvals Knock® CRM, the leading performance management platform and CRM for multifamily...

The Company Acquires AddOptify, a Provider of Guided Selling Solutions for SugarCRM Customers Worldwide, to Automate and Accelerate Business Processes and Workflows SugarCRM, provider of...

Independent audit verifies Creatio’s data safety and security practices Creatio, a global vendor of one platform to automate industry workflows and CRM with no-code and...