Nimble Wins Eight New Awards including Highest Rated for Small, Mid-Size and Enterprise Business in CRM and Sales Intelligence by G2 Crowd and Technology Advice SANTA MONICA, Calif.–(BUSINESS ...

Wealthbox, the highest-rated CRM software for financial advisors, today announces its continued No. 1 ranking for Financial Services CRM Software in ten G2 2024 Winter Report segments. In addition ...

Wealthbox, the fastest-growing CRM platform for financial advisors, today announces its No. 1 ranking for Financial Services CRM Software in nine G2 2023 Summer Report segments. In addition to ...

Confused which CRM is the best fit for your organization? We've got help!Thousands of organizations and technology buyers trust G2 Grid® scoring that ranks the top solutions in the segment based on ...