Curate Launches Catering CRM With Built-In Messaging, Giving Event Caterers a Single Platform for Proposals, Client Communication, and Operations

New messaging and notification center eliminates the gap between where caterers manage events and where they talk to ...

Curate Adds Built-In Florist CRM to Its Event Management Platform, Bringing Client Communication Into the Same System as Proposals, Recipes, and Production

Event florists can now send and track client messages tied to each wedding and event directly inside Curate, ending the ...
Reuters

CRM Vendor Proposals: 10 Items You Need Most

If a significant CRM system project is on your agenda in this new fiscal year, here are checklist items that you need to look out for in vendor proposals. 10 Things You Want: Sign up here. 1. A ...
San Francisco Examiner

How Incorporating a Roofing CRM Streamlines a Project From Proposal to Closing

Finishing a sale, organizing contractors, and seeing a project through to completion are just some items on a roofing company’s daily checklist. The top priority is always saving resources and ...
abc27

Anchor Rolls Out New Proposal Automations to Help Accounting Firms Close Clients Faster

3. CRM Proposal Integration turns opportunities from leading systems like HubSpot into ready-to-send proposals through Anchor’s public API, eliminating copy-and-paste work and reducing errors. “A good ...
ZDNet

CRM success depends on your definition

When it comes to customer relationship management (CRM) systems, enterprises have unique issues to solve and obstacles to overcome. Over the past month or so, I've been working alongside CIOs and ...
TechRepublic

EngageBay CRM Review: Features, Pricing and Alternatives

Pricing: Premium tiers start at $13.79. Key features: EngageBay is an affordable sales customer relationship management software that also offers marketing and customer support solutions. In addition ...