How to align CRM and email marketing for better customer relationships

Nutshell reports effective CRM and email marketing alignment enhances customer relationships through strategic planning in people, processes, and data governance.
CRM Buyer

Human-Guided AI Gives CRM Teams Workflow Control and Better Outcomes

Agentic AI is shifting CRM from simple automation toward collaborative workflows, where AI handles routine tasks and humans apply judgment, context, and relationship-building. Rather than replacing ...

Rocket CRM Introduces an Overview of Its Marketing Automation System and the Role of Structured Automation in Modern Business Operations

Los Angeles, California - January 20, 2026 - PRESSADVANTAGE - Rocket CRM, a software platform, has released an ...
Milwaukee Journal Sentinel

Rocket CRM Expands Workflow Intelligence to Strengthen Automation Capabilities Across Customer Lifecycle

Rocket CRM has announced an expansion of its workflow intelligence features, enhancing its CRM automation system to better support businesses in managing the entire customer lifecycle. This ...
InvestmentNews

Docupace acquires Hubly to drive advisor CRM workflow solutions

It's helpful, then, for financial advisors to establish and maintain written workflows to help them stay organized. At the very least, solo and small ensemble advisors can use checklists to stay on ...

I tested Insightly’s CRM and it’s one of the easiest I’ve ever used

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