Can traditional CRM systems keep up? Know how AI Agents are transforming CRMs into smart, proactive platforms that automate ...

If you’ve been around long enough to see a few CRM projects come and go, then you have probably noticed a pattern. Technology changes, the logos change, and the dashboards look shinier every few years ...

CRM systems fail when they're not utilized correctly or when businesses choose the wrong CRM solution. Learn how to implement CRM software successfully.

A customer relationship management (CRM) database is a resource that contains all customer data that all departments within an organization can access. These data include customer information, sales ...

The construction industry is currently experiencing a digital transformation, and the roofing sector is no exception to the trend. New tools are emerging that cater to the specific needs of roofing ...

Workbooks is betting that plain-English AI agents can help mid-market teams overcome CRM friction faster than ...