Recent Articles

15 Best Contact Management Software to Boost Client Relationships in 2025

Still relying on spreadsheets to manage your contacts? You’re not alone—but it’s costing you time, deals, and opportunities. From missed follow-ups to scattered information, outdated methods make it harder to stay organized and close sales. That’s why more businesses are upgrading to smarter, more efficient tools. With the CRM market projected to reach $145.6 billion...
Read More

Best CRM for Small Business: Top 13 Tools to Boost Your Sales in 2025

Choosing the best CRM for small businesses can feel overwhelming, especially when you’re working on lead generation, follow-ups, customer service, and day-to-day operations with a small team. I’ve been there. Over the years, I’ve tested and used a range of CRMs—some that overpromised, and a few that truly delivered. In this blog, I’ll walk you...
Read More

6 Best CRM for Financial Advisors: Reviewed & Compared

Imagine this: you spend nearly half your workweek buried in paperwork instead of helping clients. As someone who’s worked alongside financial advisors and consultants, I know how frustrating that reality can be. A recent J.D. Power study found that nearly one-third of advisors say they don’t have enough time for clients because they’re spending 41%...
Read More

Free CRM Software in 2025: Top 7 Tools to Boost Sales (for $0)

As someone who’s tested dozens of tools over the years, I can confidently say that free CRM software has come a long way. In 2025, you don’t need to spend big to access powerful features like contact management, sales tracking, workflow automation, and even marketing tools. In this curated list, I’ve handpicked 7 standout CRM...
Read More