Tag : CRM

ASN Software Recognized as a Top Dealership Tech Solution for 2025
Finance News Technology

ASN Software Recognized as a Top Dealership Tech Solution for 2025

EIN Presswire
by EIN Presswire0
ASN Software is Delivering a Hybrid Ecosystem that Empowers Auto Dealers, Finance Companies, and Flooring. ASN Software, a pioneer in dealership management technology since 1999, has been recognized by Auto Tech Outlook as one of the Top Auto Dealership Solutions for 2025. The award celebrates ASN’s innovation in creating a......
Surfe Launches “Market Signals”, a Community Marketplace of Prospecting Lists for B2B sellers
Fintech Funding News

Surfe Launches “Market Signals”, a Community Marketplace of Prospecting Lists for B2B sellers

EIN Presswire
by EIN Presswire0
Surfe democratizes B2B prospecting with free high-signal company data on growth, hiring, funding, and tech stacks. Surfe, the sales data platform, announced Market Signals, a community-driven marketplace of B2B Sales Prospecting Lists that converts business signals into ready-to-work account lists. Instead of trawling multiple sources to guess who to target,......
Cilio Technologies Partners with CCN to Bring Production Management Innovation to Contractors
Finance News

Cilio Technologies Partners with CCN to Bring Production Management Innovation to Contractors

Cision PRWeb
by Cision PRWeb0
Cilio Technologies has partnered with Certified Contractors Network (CCN) to help contractors adopt production management software, the missing link between sales and financial systems. The partnership will debut at CCN’s September conference, highlighting how Cilio helps contractors manage jobs more efficiently after the sale. Cilio Technologies, a leading provider of......
Virtuous Acquires Momentum to Transform Major Donor Fundraising with AI
Artificial Intelligence Fintech Funding News

Virtuous Acquires Momentum to Transform Major Donor Fundraising with AI

Cision PRWeb
by Cision PRWeb0
Acquisition adds cutting-edge AI to Virtuous’ responsive fundraising platform to help nonprofits scale personalized donor engagement more efficiently than ever before. Virtuous, the leading responsive fundraising platform, announced its acquisition of Momentum, an AI-first donor engagement solution purpose-built for mid-level and major gift officers. The acquisition further positions Virtuous as......
OneBill Launches RevRec360™ to Transform Revenue Recognition and Compliance Operations
Finance Fintech News

OneBill Launches RevRec360™ to Transform Revenue Recognition and Compliance Operations

PR Newswire
by PR Newswire0
OneBill, a leading cloud-based billing and monetization platform, has announced the launch of RevRec360™, a next-generation revenue recognition and compliance solution. Designed for finance teams navigating complex revenue models, RevRec360™ delivers precision, automation, and audit-ready transparency in a single platform. Traditional revenue recognition processes often involve manual steps, siloed systems, and......
Navatar Unveils AI-Powered CRM That Meets Dealmakers Where They Work From Outlook to Slack to CRM: Private Equity’s First Truly Embedded Intelligence Platform For Salesforce
Artificial Intelligence Cloud Finance Fintech News

Navatar Unveils AI-Powered CRM That Meets Dealmakers Where They Work From Outlook to Slack to CRM: Private Equity’s First Truly Embedded Intelligence Platform For Salesforce

GlobeNewswire
by GlobeNewswire0
Leveraging Salesforce and Microsoft AI, Navatar Automates Data Entry and Turns Activity into AI-Driven Intelligence Navatar, the leading cloud platform for private equity and investment banking, today announced the launch of its next-generation, fully AI-powered CRM. Designed to meet the fast-evolving needs of private capital markets, the new Navatar platform......
Mindcore Technologies Simplifies NetSuite Integration Across CRM, E-Commerce, and Accounting Platforms
E-commerce Fintech News

Mindcore Technologies Simplifies NetSuite Integration Across CRM, E-Commerce, and Accounting Platforms

EIN Presswire
by EIN Presswire0
New Guide Shows Businesses How to Unlock the Full Power of NetSuite Through Seamless Integration with Core Business Systems Mindcore Technologies, a leading IT and cloud solutions provider, has released a new educational guide detailing how organizations can fully integrate NetSuite with essential business systems, including CRM, e-commerce platforms, and accounting tools. This......
Bloks Launches Wealthbox Integration, Bringing 360° Relationship Intelligence to Advisors' Leading CRMs
Artificial Intelligence Compliance management News Security

Bloks Launches Wealthbox Integration, Bringing 360° Relationship Intelligence to Advisors’ Leading CRMs

Cision PRWeb
by Cision PRWeb0
Bloks launches Wealthbox integration at Wealth Management EDGE 2025, delivering AI-powered CRM sync, 360° Relationship Intelligence, and built-in compliance for advisors. Bloks unveiled a native integration with Wealthbox, enabling financial advisors to sync AI-generated meeting notes and enriched client data directly into the CRM they already trust—all while maintaining the highest......
Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors
Artificial Intelligence Finance Fintech News

Zocks and Commonwealth to Bring AI-Powered Client Intelligence to Affiliated Advisors

Business Wire
by Business Wire0
Partnership includes launch of Zocks’ enterprise platform tailored to Commonwealth’s elevated advisor experience and compliance requirements Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, and Commonwealth Financial Network (“Commonwealth”), a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, announces......
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