CRM software saves you time by allowing you to manage your practice more efficiently. You can do everything from billing, sending invoices, and managing client information with just a few clicks/taps.

No one becomes an expert customer relationship management consultant or reseller overnight, but many who have found success in CRM, either recently or over many years, find that the rewards outweigh ...

New York - Partnerships between accounting software resellers and customer relationship management system specialists are on the rise, as more resellers are finding that CRM is not something you jump ...

Sodium also lets firms route AI through their own stack. By default, it uses OpenRouter (a unified API that aggregates hundreds of AI models), but practices can point the app at their own AI account ...