Finding the best CRM for financial advisors is critical if you want to run and grow a successful advisory business. Yet there are many customer relationship management (CRM) software choices, and ...

Apptivo offers a comprehensive suite of tools for contact management, lead tracking, opportunity management, and sales forecasting, all within a highly customizable interface.

SAN FRANCISCO--(BUSINESS WIRE)--Innovaccer, a leading healthcare AI company, today announced that its CRM platform has been recognized as a Category Leader in the 2025 Best in KLAS: Software & ...