“Throughout the development process, we've looked carefully at feature requests and suggestions from our users that have gathered the most support,” Brian McLaughlin, CEO of Redtail Technology, said. ...

NASHVILLE, Tenn.--(BUSINESS WIRE)--360 View, a trusted provider of customer relationship management software for financial institutions, announced today the release of the official update to their ...

Lewisville, TX., March 12, 2024 (GLOBE NEWSWIRE) -- EZLynx, an Applied company, today announced its latest insurance CRM innovation. Launched earlier this month, the all-new EZLynx Sales Center’s ...

In 2025, 47.9% of companies used the contact center platform as the primary interface for agents, and 43.2% used the CRM ...

The new software, unveiled at the company's SAP Influencer Summit conference in Boston, also offers streamlined sales, marketing and customer service business processes, said Bob Stutz, SAP senior VP ...

Morningstar Inc. is integrating Redtail Technology’s customer relationship management (CRM) capabilities into Morningstar Office, its portfolio and practice management system for financial advisers.

Redtail Technology and Morningstar have partnered to integrate proprietary investment research and portfolio analytics within new client relationship management (CRM) software tools for advisers.

Zoho has released a fully optimized user interface for its on-demand customer relationship management software, Zoho CRM. One of interface's major upgrades is in functionality and customization, with ...

eWEEK content and product recommendations are editorially independent. We may make money when you click on links to our partners. Learn More. Integrating customer relationship management software is ...

DUBAI, UAE, July 31, 2025 /PRNewswire/ -- B2BROKER, a global fintech company offering advanced solutions for financial institutions, announces the integration of its advanced B2COPY investment ...

For more than a year, Microsoft officials have been talking up the notion of "Office-centric" and "role-based" interfaces as the next big thing for its ERP and CRM wares. At the Convergence conference ...