Commonwealth Financial Network has released Commonwealth CRM 4.0, the latest version of the independent broker/dealer and registered investment adviser (RIA)’s proprietary contact management system.

Running a small business means juggling many tasks, and keeping track of all your contacts can be overwhelming. Contact ...

Reliable contact information is the key to success for professional services organizations. But the lack of a standardized, automated contact management system can lead to missed business ...

Contact details are the most crucial part of any business, but a business can only reach its goal if all the required information about prospects are in a single place. Contact management software ...

Contact management is crucial for businesses as it centralizes and organizes information about customers, partners and suppliers. By maintaining a well-structured contact management system, companies ...

If you think customer relationship management (CRM) and contact management are the same thing, you're almost right. Contact management is a subset of CRM. CRM systems attempt to track all customer ...

One of the advantages of using a CRM is the ability to easily manage and organize contacts to maximize leads. Salesforce.com and the many other companies that offer CRMs have well-established contact ...

Your contact list is growing larger every day, and so are the number of email addresses, instant messaging handles, and phone numbers your contacts use. That means you'd do well to find the best tool ...