Customer relationship management (CRM) software for mortgage providers lets users manage customer loans by integrating with a loan origination system (LOS), generate homebuyer leads, and track critical documents all in one system. Furthermore, mortgage CRM software helps you stay connected with new, current, and previous homebuyers with communication tools. We evaluated dozens of mortgage CRM…
Buyer's Guide
The 7 Best Retail CRM Software Solutions
Customer relationship management (CRM) software for retail businesses offers solutions to manage products and inventory as well as process orders and payments—for brick-and-mortar and ecommerce stores. Retail CRM software is either a point-of-sale (POS) tool that offers customer management features or a standalone CRM that can be easily integrated with a third-party POS system. We…
6 Best Insightly Alternatives
Insightly is customer relationship management (CRM) software with business tools for tracking leads, communicating with contacts, and managing projects. It does, however, lack some desired CRM functionality, such as social media integration and low-cost sales automation tools. To find the best Insightly alternative, we evaluated dozens of popular CRMs with similar attributes as well as…
6 Best Call Center Phones
The best call center phones for small businesses are affordable yet packed with essential features, such as high-definition (HD) audio, programmable keys, and an intuitive user interface. They also offer various call routing options and are compatible with most business phone service providers. These features contribute to a streamlined call center experience, enabling agents to…
5 Best Small Business Loans for Veterans
You’ve served our country, and now you need financing for your small business. When picking a veteran small business loan, consider whether you need seed money for a startup or a short-term loan for working capital. Also, consider that some lenders will require a monthly payment, while others will provide seed capital for your business…
6 Best Solo 401(k) Providers
A Solo 401(k) plan allows small business owners to save up to $58,000 per year for retirement through tax-free salary deferrals and company contributions. Choosing the right provider is an important part of successfully using a Solo 401(k). From a regulatory standpoint, Solo 401(k) plans are very similar to traditional 401(k) plans. However, those using…
6 Best Business Plan Writing Services
A well-written, well-researched business plan is vital to the success of a new business or venture. It can attract investors and help you get a bank loan. Not every businessperson has the time or expertise to craft a winning business plan. Fortunately, there are companies with decades of experience that will assist. We evaluated several…
23 Best Free Business Software Solutions
Free business software helps your company save money and become efficient. You can use free business tools to do accounting, accept payments, and pay employees. To evaluate and rank this kind of software, we analyzed features, overall quality, online user reviews, and our personal experience with the tools. Below is our list of 23 of…