Tag: CRM for banking

A CRM, or customer relationship management system, is a software application used by businesses to track and manage customer interactions and information.

InvestGlass CRM is best for businesses that want to track and manage customer interactions and information. It can help businesses keep track of customer data, interactions, and history, which can help them better understand their customers and improve customer service. Additionally, InvestGlass CRM can also help businesses manage their finances and investments, making it a comprehensive CRM solution.