Capsule CRM provides a user-friendly platform that excels in contact management and sales tracking. It integrates well with ...

Brivity CRM is designed specifically for real estate agents and teams, providing a wide array of features including lead ...

Agentic AI is shifting CRM from simple automation toward collaborative workflows, where AI handles routine tasks and humans apply judgment, context, and relationship-building. Rather than replacing ...

Rocket CRM has announced an expansion of its workflow intelligence features, enhancing its CRM automation system to better support businesses in managing the entire customer lifecycle. This ...

Zapier reports that integrating humans into AI workflows (HITL) ensures oversight, addresses ambiguity, and enhances decision ...

ServiceNow NOW and Salesforce CRM are leading workflow automation platforms, helping enterprises streamline operations through cloud-based software and AI-powered tools. Platforms provided by these ...

The funding points to a shift away from bloated systems toward faster, AI-driven CRM platforms built for execution.

At a high level, financial planning isn't something that can be done with a cookie-cutter approach. Each client has different goals, values, and financial circumstances, and plans need to be carefully ...