Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals organized.

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...

The highest ideal of customer service is ease—not just a frictionless, personalized experience for customers themselves, but ...

The system can be used as a standalone module or as part of the company’s go-to-market platform for waste haulers.

Michelle Feinstein details how wealth firms transform CRM systems from basic records into AI-powered hubs that boost ...

Clarify boundaries and expectations early to prevent client stress, identify bad clients and ensure a smooth freelance experience. Effective onboarding and kickoff calls are critical to ensure against ...