Topic: managing client relationships

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  • Top 5 Accounting CRM Tools for Small Businesses in 2025
    July 29, 2025

    Top 5 Accounting CRM Tools for Small Businesses in 2025

    Specialized CRMs for accounting firms automate invoicing, integrate with accounting software, and ensure secure document storage to streamline client management and compliance. Top CRM options for small businesses in 2025 include HubSpot (QuickBooks integration), Zoho Books (budget-friendly all-i...

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  • Top 4 CRMs for Consulting Firms in 2025
    July 11, 2025

    Top 4 CRMs for Consulting Firms in 2025

    Strong client relationships are crucial for consulting firms' revenue and growth, requiring specialized CRM tools to manage complex engagements and long sales cycles. Modern CRM platforms like HubSpot, Salesforce, and Monday.com offer automation, analytics, and project integration, leading to bet...

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