Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.

Workbooks is pushing its CRM deeper into the AI era, positioning automation as a way to remove friction from everyday selling ...

Investing in a CRM tool can be a big jump from managing customer information in worksheets and loose documents, but startups can greatly benefit from implementing this type of software. Top providers ...

NetSuite CRM, a part of Oracle NetSuite’s business software suite, is a great choice for mid-size and growing businesses that want a complete, integrated CRM solution with ERP and e-commerce ...

In today’s competitive business landscape, an efficient Customer Relationship Management (CRM) system is not just a tool but a necessity. While off-the-shelf CRM software provides generic ...

Vtiger stands out as the only crm software provider offering both cloud and self-hosted options. With 5 million+ global downloads, Vtiger leads the CRM ecosystem, delivering enterprise-grade features.

Nutshell reports small businesses can successfully implement CRM systems with a user-friendly approach, strategic planning, ...

Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate editor of personal finance at MoneySense. She was also managing editor of Best Health Magazine ...

Call center representatives use CRM software specifically designed for contact or help centers. These platforms host all customer information, including contact information, interaction history, ...

monday CRM's feature-rich platform helps small and midsize businesses manage the entire customer journey, from lead capture to post-sale support. It's easy to use, affordable and highly customizable, ...

Jennifer Simonson is a business journalist with a decade of experience covering entrepreneurship and small business. Drawing on her background as a founder of multiple startups, she writes for Forbes ...