If you ask many accountants about customer or client relationship management software, many of the answers will be something like, “We don’t need CRM, we have practice management.” However, practice ...

HoneyBook stands out as a versatile CRM platform designed specifically for creative entrepreneurs and small businesses. It ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

RealOffice360 CRM provides a user-friendly platform tailored for the real estate industry. It excels in offering essential ...

Customer Relationship Management (CRM) systems were designed to be the operational core of advisory firms; the hub in the hub-and-spoke model. The goal was clear: centralize client data, enable follow ...

Software giant Microsoft will release in the second quarter a high-profile productivity tool for Android-toting business professionals. Accompanying Microsoft’s CRM Dynamics 2012 platform update is a ...

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Forbes contributors publish independent expert analyses and insights. I write about tech that impacts my small business - and yours. I'm proud to be a certified public accountant. My profession is ...

In December 2025, Veeva Systems’ board appointed longtime finance leader Vipin Kondath as principal accounting officer, formalizing his oversight of the company’s financial reporting and controls ...