As a mortgage professional, your livelihood depends on leads — how well you generate, capture, manage, and nurture them. And at some point, those spreadsheets just don’t cut it anymore. A CRM can help you with almost all of those aspects (depending on the CRM), which is why choosing the best mortgage CRM is crucial. To help you decide, we’ve done the research, assisted by ChatGPT and Claude, and put together this best mortgage CRM guide. This article was fact-checked and revised by a HubSpot staff writer before publication. A CRM like HubSpot, for example, has advanced marketing tools built […]

Landscaping companies juggle seasonal crews, multiple job sites, and weather-dependent schedules — all while trying to track customer communications, quotes, and service histories. That’s a tough job, and without the right software to stay organized, you may miss opportunities and lose revenue. You need a flexible CRM that matches your daily reality. A CRM built for landscaping solves these pain points by keeping customer information, job details, and crew schedules in one place. You can organize leads, send appointment reminders, and track invoices fast. Then, you can spend more time doing what you love. This guide shares five CRMs with […]

Running a roofing business is tough. You’re juggling estimates, managing crews, and trying to keep customers happy. On top of that, most roofing companies struggle to find a CRM that works for their unique needs. Roofing CRM challenges are different from those in other industries. You need tools that handle weather delays, insurance claims, and seasonal fluctuations. You need systems that work from the roof to the office. And, you need software that helps you convert leads fast — because in roofing, speed wins. This guide breaks down the seven best CRMs for roofing businesses in 2025. We‘ll cover comparison […]

Human Resources firms face a unique set of challenges when managing client relationships. From tracking candidate pipelines and coordinating with hiring managers to managing client accounts and compliance documentation, HR workflow is multifaceted and high-touch. Traditional tools like spreadsheets or generic databases quickly fall short when firms scale, leaving communication gaps, workflow inefficiencies, and lost opportunities. That’s where Customer Relationship Management (CRM) systems offer a transformative solution. While CRMs were originally designed for sales and marketing teams, today’s platforms have thoughtfully expanded to support specialized industries like HR with purpose-built features. Modern CRMs provide customizable recruitment pipelines…