Sentir joins a wave of AI-native launches as RIA firms seek a competitive edge from CRMs and artificial intelligence use.

Salesforce, the leading CRM software provider with a significant presence in the advisory space, is working up a defense against the threat of external AI-powered tech providers with the rollout of a ...

AI-powered CRM for small businesses with lead management, automated follow-ups and plans starting at $5/month (2-year billing). We built Saleoid to give small businesses an AI CRM that’s affordable, ...

New integration enables mutual customers to trigger SMS and WhatsApp communications from CRM workflows using AI-driven message routing capabilities Zoho customers can use MessageWhiz to send real-time ...