The Top 10 CRMS for Finance Professionals

Working in the finance industry means you could be filling one (or more!) of any number of roles. Whether you’re a financial advisor, financial planner, investment advisor, or wealth manager, there’s a common need to keep client records organized. Here's our list of the top 10 solutions that will keep your data tidy and your communications streamlined. Now Integrates with Pipedrive

Pipedrive is a popular sales management tool (CRM) for small businesses focused on activity-based selling. now integrates with Pipedrive so each call handled by a receptionist is logged in your account immediately after the call. Both a contact and an activity record are added, making it easy to identify progress and next steps for each deal.

5 Reasons Your Law Firm Should Accept Online Payments

71% of consumers are more satisfied when they're given the option to make an online payment, and legal services are no exception.. Clients are still just consumers, after all, and legal services are just another type of transaction. Learn from Sarah Schaaf, CEO and co-founder of legal payment provider Headnote, why accepting online payments will be a major leap forward for your law practice, resulting in greater profitability, professionalism, and productivity.

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