Relationship building is key to being a successful mortgage loan originator (LO). That also holds true for real estate agents, insurance agents, financial planners and anyone else who has a ...

We list the best contact management software, to make it simple and easy for businesses to track communication with organizations and automate marketing to customers. Managing your contacts can be a ...

Contact management is crucial for businesses as it centralizes and organizes information about customers, partners and suppliers. By maintaining a well-structured contact management system, companies ...

Manan Shah is the Founder and CEO of Avalance Global Solutions, a California-based web3 cybersecurity and information security company. Data is at the core of the ongoing technological revolution.

A successful installation of client relationship management software is a multiyear project. That certainly was the case at Walnut Creek, Calif.-based Archer Norris, a 57-attorney, 128-person ...