CRM

7 Essential Features of Nonprofit CRM Software

Published Jan 16, 2019; last updated Jul 3, 2019. Nonprofits aren’t exactly the same as for-profit businesses. Still, they have many needs that are similar to those of businesses with paying customers. For starters, nonprofits need to market to and build strong relationships with their supporters, just as companies need to keep their customers engaged. Successful organizations …

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How Accounting Firms Can Use CRM Software to Drive Business Growth

Accounting firms don’t just crunch numbers while finding the occasional tax loophole. That’s an understatement. In truth, accounting firms do much more. In today’s fast-moving, globalized economy, accounting firms are management consultants, technology strategists, financial planners, and HR advisors, in addition to providing traditional accounting services. A Shifting Landscape Like all industries, the accounting industry …

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Does Your Agency Need a CRM or Project Management Software?

Published Nov 29, 2019; last updated Apr 4, 2019. Few industries are as relationship-driven as marketing and advertising. In order to win new business, these agencies must qualify and follow up with new leads in a timely fashion. And in order to build a loyal client base, they need to connect with clients on a personal …

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