Loan Officer Picks: Best Top 10 Mortgage CRMs for 2025
Navigating the mortgage industry requires the right tools—and the right CRM can make all the difference. In this curated 2025 roundup, loan officers share their top 10 picks for ...
About Katy Robinson
SuiteCRM 8.10 Preview: Enhanced Email & Campaigns Features in September 2025
Building on the momentum of 8.9, SuiteCRM 8.10 is set to launch this September with even more powerful Email and Campaigns enhancements. Expect smarter targeting, advanced automati...
SuiteCRM 7.15 ESR: PHP 8.4 Support and Reporting Enhancements
SuiteCRM 7.15 ESR (Extended Support Release) brings long-awaited compatibility with PHP 8.4, ensuring better performance, security, and future-proofing for your CRM environment. Th...
SuiteCRM 8.9 Preview: Redesigned Campaigns & Email Features Coming May 2025
Get ready for a major upgrade—SuiteCRM 8.9 is arriving this May with a fresh take on Campaigns and Email functionality. This release introduces a completely redesigned user exper...
Extended Support for SuiteCRM 7.x
As SuiteCRM continues to evolve, we recognize the importance of stability for organizations still operating on version 7.x. Our Extended Support for SuiteCRM 7.x ensures that your ...
Best CRM for Mortgage Professionals: Features & Top Tools
Choosing the right CRM is essential for mortgage professionals who want to stay organized, nurture client relationships, and close deals faster. In this blog, we break down the mus...
How Financial Advisors Should Pick the Right CRM
Choosing the right CRM is a critical decision for financial advisors looking to streamline operations, enhance client relationships, and stay compliant. With so many options on the...
How to Turn Salesforce into a High-Performing Accounting System
Salesforce is widely known as a leading CRM platform, but with the right integrations and customizations, it can evolve into a powerful accounting system as well. In this article, ...
SuiteCRM Asterisk Connector: Boosting CRM Communication & Efficiency
Enhancing customer communication is key to a successful CRM strategy. The SuiteCRM Asterisk Connector integrates SuiteCRM with the Asterisk telephony system, enabling seamless call...
Understanding Shopify Bridge: Integrating Shopify with SuiteCRM
Seamlessly connecting your eCommerce store with a powerful CRM can enhance customer management and drive business growth. Shopify Bridge enables smooth integration between Shopify ...
Why Your Business Needs a CRM for Growth: Key Insights & Data
In today’s fast-paced business world, managing customer relationships effectively is crucial for growth. A Customer Relationship Management (CRM) system helps businesses streamli...
HubSpot CRM: The Best Tool for Growing Businesses?
In today’s competitive market, businesses need a reliable CRM to manage customer relationships and drive growth. HubSpot CRM stands out as a powerful, user-friendly solution desi...
The Future of CRM: Automation Examples & Best Practices for 2025
As CRM technology evolves, automation is becoming a game-changer for businesses. From AI-driven chatbots to predictive analytics, automation enhances efficiency, customer engagemen...
The Best 6 CRM Integrations to Improve Productivity and Sales
Integrating your CRM with the right tools can significantly enhance productivity and sales. From marketing automation and customer support to analytics and communication platforms,...
CRM Automation: Benefits & Features
CRM automation streamlines business processes by reducing manual tasks, improving efficiency, and enhancing customer interactions. With features like AI-driven workflows, automated...
Best Hosting Options for CRM: Cloud vs. On-Premise vs. Hybrid
Deciding between cloud, on-premise, or hybrid hosting for your CRM is crucial for performance, security, and scalability. Cloud hosting offers flexibility and cost savings, on-prem...
Top Free & Low-Cost CRMs for Pre-Seed Startups
Finding the right CRM doesn’t have to break the bank. Discover the best free and affordable CRM tools to help pre-seed startups manage leads, streamline communication, and grow e...
Best Salesforce Plans for Auto Dealers- Which One Fits Your Budget
It is vital to carefully assess your business type, CRM requirements, budget, and desired features to make the best decision for your business. Whether you are looking for a simpl...