TaxAct and TaxDome Partner to Help Tax Pros Modernize Their Practices

TaxAct and TaxDome Partner to Help Tax Pros Modernize Their Practices

 2020 made one thing extremely clear to tax professionals: the ability to manage their practices online is now an operational and competitive necessity. Thanks to a new partnership between TaxAct® and…

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RecVue Raises $13M Series A to Automate Order-to-Cash Process for Enterprises and Bridge the Gap between CRM and ERP systems

RecVue Raises $13M Series A to Automate Order-to-Cash Process for Enterprises and Bridge the Gap between CRM and ERP systems

    Funding will build upon the company’s track record of delivering recurring billing     and revenue solutions, turning $36B into $150B revenue under management in just    …

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LexisNexis-InterAction-Awarded-'Overall-Client-Relationship-Management-Company-of-the-Year'-by-LegalTech-Breakthrough

LexisNexis InterAction Awarded ‘Overall Client Relationship Management Company of the Year’ By LegalTech Breakthrough

LexisNexis , a leading client relationship management (CRM) solution purpose-built for legal and professional services, today announced it has been named Overall Client Relationship Management Company of the Year by…

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ADROSONIC-INSTANDA Launch New Partnership to Rev Up Insurance Sector's Digital Transformation

ADROSONIC-INSTANDA Launch New Partnership to Rev Up Insurance Sector’s Digital Transformation

In a significant development to accelerate the ongoing digital transformation in the insurance industry, digital consulting firm ADROSONIC has entered a partnership with INSTANDA, a UK-based SaaS Insurance software platform….

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eKeeper Launches New CRM System for Lenders With the Cambridge Building Society

eKeeper Launches New CRM System for Lenders With the Cambridge Building Society

eKeeper has launched a new customer relationship management (CRM) system for lenders. Called Intermediary Manager, it can also be used by other product providers, such as savings providers, pensions and…

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Lodasoft-Names-Scott-Gabel-Vice-President-of-Sales

Lodasoft Names Scott Gabel Vice President of Sales

Lodasoft, a Digital Workflow Platform designed by mortgage veterans to revolutionize loan origination and task automation, today announced the addition of Scott Gabel as its new Vice President of Sales….

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First Financial Bank Partners with 360 View to Elevate Customer Relationships

First Financial Bank Partners with 360 View to Elevate Customer Relationships

360 View, a trusted provider of customer relationship management software designed specifically for banks and credits unions, announced that First Financial Bank will be implementing its CRM growth platform in…

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Copper Integrates With Square To Manage Cash Flow From Within CRM

Copper Integrates With Square To Manage Cash Flow From Within CRM

Integration offers better visibility and understanding of customer health Copper is pleased to announce that it has partnered with Square on a first-of-its-kind integration to manage invoicing and payments directly…

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Insellerate-Launches-DATA-IE™-Solution

Insellerate Launches DATA IE Solution

Insellerate, the leading mortgage Customer Experience Platform featuring Lead Management, CRM & Engagement that helps lenders close more loans by increasing efficiency gains across sales, marketing, operations management, announces the…

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DealCloud Appoints James Brierley as Solutions Engineer for EMEA

DealCloud Appoints James Brierley as Solutions Engineer for EMEA

Former Park Square Capital Technology Lead Tapped to Address Rapid Growth in Region DealCloud, the premier provider of deal, relationship, and firm management software to capital market firms, announces the…

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