An important part of a financial advisor’s job is to generate leads, organise client data, and close deals. Customer Relationship Management (CRM) software can help ease your workload. When you are looking for CRM software, you have to ensure that it is easy to implement and customisable. Also, it should offer a wide range of…
Customers are important for your business as it won’t exist without a customer base. The way you manage your customers is what determines the success of your business. With software like a Customer Relationship Management (CRM) system, you can improve your customer relationship and create a bridge between the needs of your customers and the…
Open-source software has been steadily expanding across a wide range of applications. Many of us use open source solutions without even realizing it. Anyone may see and alter its code, as well as share it with others. In this article, we’ll define open source CRM and analyze its benefits and drawbacks. What exactly is Open…
