The best CRM for QuickBooks integration is Method CRM, offering real-time two-way data sync with the popular accounting software for everything from customers and invoices to leads and payments.

Customer relationship management or CRM solutions can be invaluable for small business owners. Whether you use the software to keep track of customer interactions, promote offerings to prospects, ...

I’ve been writing and editing technology articles for more than seven years, most recently as part of PCMag's software team. I am responsible for content in the AI, financial, graphic design, ...

The best CRM for accountants is Hubspot: It’s simple and easy to use, offers a huge range of accounting-specific integrations needed to work with your existing software, and automation tools that will ...

Finding the best CRM for financial advisors is critical if you want to run and grow a successful advisory business. Yet there are many customer relationship management (CRM) software choices, and ...

Christiana Jolaoso-Oloyede writes for media publications, B2B brands and nonprofits. Using her research, analytical and writing skills from her training as a lawyer, she focuses on garnering accurate ...

Kelly is a former Editor, SMB at Forbes Advisor, specializing in starting and marketing new ventures. Before joining the team, she was a Content Producer at Fit Small Business where she served as an ...