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.

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 ...

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 ...

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 ...

You need a contact management program. Should you go with your firm's system, an outside product designed for the brokerage industry, or an off-the-shelf generic program? Let's first look at outside ...

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 ...

QUINCY, Mass.--(BUSINESS WIRE)--UpCurve, Inc. (“UpCurve”), the small and medium-sized business (SMB) solutions provider, today announces that it has acquired both Contact Management Systems and the ...