CX
CRM an optimal solution for financial services
A CRM allows advisors to maintain detailed client profiles, including financial history, risk tolerance and personal milestones.
Mobile Business
Hybrid working: The future of flexibility and the role of CRM systems
In a hybrid work environment, a CRM system acts as the glue that holds teams together, says Nelia Roberts, sales manager of Camsoft CRM Solutions.
Business
The cost of procrastination: How delaying CRM implementation can lead to revenue loss
Despite the clear benefits, many businesses delay implementing a customer relationship management system.
CX
Camsoft CRM Solutions: Empowering accounting firms with tailored CRM support
Camsoft CRM Solutions streamline workflows, enabling accounting firms to focus on delivering value-added services.