In the case of investment companies, integrating customer relationship management (CRM) systems with portfolio management ...

As the financial climate is becoming more competitive and has become fast paced, investment companies are in need of smart ...

After two years of development, Twenty is ready for productive use. The open source CRM has already won many advance praises.

Financial technology company introduces virtual AI agents to automate workflows and provide real-time insights for QuickBooks ...

Creatio said it won’t charge separately for AI capabilities but will include all agents and features in the core platform.

Auto major Force Motors Ltd partnered with global technology company Zoho Corporation to enable end-to-end digital ...

Force Motors partners with Zoho for end-to-end digital transformation across its dealer network using CRM, DMS, and AI-powered applications. This collaboration aims to enhance customer experience and ...

Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter ...

The department went out to tender for a customer relationship management (CRM) system in April 2025, worth up to £1bn excluding VAT, as well as a contact centre as a service (CCaS) provider, with ...

The CRM also helps each agent suggest the customer's next steps, with the company taking inspiration from tech giants like Spotify. "When we listen to Spotify, we get a playlist and then it ...

A customer relationship management, or CRM, platform is an application that enables companies to store information about customers in one place. Salespeople use the data in a CRM to inform their ...