Insightly provides a comprehensive set of features for managing customer relationships, including strong contact management, ...

If you're trying to choose between a project management or a CRM system know that either can do the job without having to get both. To help decide, you should be honest about your company culture.

Aligning the CRM and project manager focus As with any other business initiatives, the customer’s needs should always be the primary focus when it comes to managing projects and CRM activities.

Apptivo offers a comprehensive suite of tools for contact management, lead tracking, opportunity management, and sales ...

Business Choice 2023: The Project Management and CRM Brands PCMag Readers Prefer Selecting the right productivity and communication software for your small business is no small task. Hundreds of ...

Workbooks has added advanced project management tools directly into its No-BS CRM platform, enabling businesses to streamline workflows, allocate resources, and optimize revenue tracking.

Nearly every cloud customer relationship management (CRM) project has attributes of winners and losers, and the project manager’s job is to get the best outcome possible given the resources and ...

The PCMag Business Choice survey for Project Management and CRM Tools was in the field from August 8 to September 3, 2022. For more information on how we conduct surveys, read the survey methodology.

Also, set a timeline for clear deliverables and training schedules. The project manager should be someone who was integral to the CRM selection process and who can secure buy-in from management.