Elizabeth Lockwood

You already handle so much when running a marketing and design firm. It's time to let a tried-and-true customer relationship management platform, or CRM, take on some of your load for you. From small, day-to-day tasks like sending out emails to more complex sales responsibilities, like tracking leads, CRMs have your covered so try out one of our top ten CRMs for marketing and design firms and get more hours of your day back.

You're an expert at finding the right coverage for your clients, but what about the right coverage for you and your insurance agency? A customer relationship management platform, or CRM, can help give you and your agency the support you need by taking your most tedious tasks, like tracking policies and claims, off your plate. That peace of mind knowing a trusted service is working to keep you and your agency is taken care of is well worth the investment. For the top ten most recommended CRMs for insurance agents like yourself, check out our list below.

Whether you're looking to better manage patient records and treatments, streamline and automate tasks, or simply offer stellar customer service, a customer relationship management system, better known as a CRM, can be just what your veterinary practice or pet service business needs. To help you pick the CRM that will work best for you, and helps prioritize your customers and their furry friends, we've compiled a list of the best CRMs that are specifically designed to support pet-centered businesses like yours in achieving more efficient workflows and happier clients.

To set your business up for success, you'll want to find the best way to manage your workload and keep track of your customer interactions, but as a startup, you'd like to find a way to stretch your dollar as much as possible. Finding the right tools to help you manage your budding client relationships at an affordable price can unfortunately feel like finding a needle in a haystack – that's why we organized this list of the top ten best CRMs, or customer relationship management systems. With the right CRM, your startup can create a sustainable workflow and customer retention process that won't break your budget.

Whether you've been in the photography business ten years or ten minutes, a reliable CRM, or customer relationship management, platform can work wonders for your ability to simplify your workload and manage your growing customer base. With the right CRM in place, all of the most tedious tasks of keeping your business running are streamlined and automated, freeing you to focus on the parts of your business only you know how to do. To learn which CRM might be right for you, check out our top ten best CRMs that are specifically designed to support photography businesses like yours.

We know that, as a health and wellness professional, you value maintaining a good relationship with your patients. Unfortunately, with so many patients to look after, it can be challenging to keep up. Customer relationship management softwares, better known as CRMs, help medical and wellness professionals stay on top of patient information and interactions, making it that much easier for you to develop and manage your relationships with patients. To give your patients the personalized services they expect, check out our complete reference guide for the best CRMs for practices like yours.

Learn how to legally record calls with your phone or third-party apps to help your business. If call recording is not right for you, our answering service can help you with call summaries and chat transcripts.

There are rules to follow when strategizing email marketing campaigns. You don’t want them to turn to spam and you don't want them to break the law. In this article, we help you avoid both.

Nothing is more annoying and detrimental to your lawyering work than constant interruptions. To show you how to curb those disturbances and get your law firm focused back on more productive work, Maddy Martin sat down with Amy Mann to share the seven easy steps any lawyer can take that can help them streamline their processes and create a more efficient workflow that'll set them for long-term success.

Every legal or financial professional needs to know how to convert leads, but, especially for solo or small practices, lead conversion can be a complicated and overwhelming process. To help solo attorneys and small financial agencies build simple and efficient lead conversion processes that are guaranteed to result in an easier workload, more successful conversions, and increased revenue, Maddy Martin of Smith.ai shared her best practices for attracting, qualifying, converting, and retaining new clients.