Managing investor relationships isn’t like managing any old leads or sales deals. Investment firms deal with high-stakes portfolios, detailed reporting cycles, and strict compliance rules — all of which require special consideration. To stay competitive, modern firms need investment management CRMs that support fundraising, investor communications, and regulatory workflows and can grow with them. Whether you’re streamlining capital calls, managing client portfolios, or reporting to stakeholders, the right CRM gives your team structure, visibility, and automation. Not convinced? Studies show firms that adopt CRMs see a 29% increase in sales productivity and a 41% revenue boost per salesperson. In this […]

Nonprofits face distinct challenges when it comes to managing relationships and driving engagement. Unlike for-profit businesses, nonprofits must balance limited budgets with the need to maintain strong donor relationships, manage volunteers, run programming, and track impact, often across dispersed teams. These unique demands require tools that go beyond traditional customer management. That’s where nonprofit-tailored CRM (Customer Relationship Management) systems come into play. Designed to centralize data, streamline outreach, and automate administrative tasks, CRMs help nonprofit organizations better retain donors, personalize communications, and ultimately amplify their mission. According to a 2024 Nonprofit Digital Investments Report from NTEN, 14% of…