CRM stands for Client Relationship Management. It’s a software that tracks interactions with clients over time to analyze trends and better serve them. A CRM system can help optimize processes for ...

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 ...

A critical part of a law firm’s client relationship strategy is the type of law-specific IT systems the firm has in operation. Alongside is the well-documented challenge of how well these IT systems ...

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 ...