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TO 300 Business Information Systems 2025 Winter-B
#6 Financial Services CRM
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TO 300 Business Information Systems 2025 Winter-B: #6 Financial Services CRM
Information resources for the Statements of Work (SOW)
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About CRM Systems
Gartner
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Suggested reports:
Magic Quadrant for the CRM and Customer Engagement Center
How to Select the Best-Fit CRM Vendor for Your Business Objectives
Forrester
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IDC
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Accounting CRM Systems and Vendors
Software Advice
As part of Gartner, Software Advice continues their mission of helping businesses confidently choose software.
Capterra.com
Free online business software search tool.
7 essential features of CRM software for accounting - Method Blog
In this blog, you’ll learn some tips on what to look for in CRM software for accounting.
CPA Practice Advisor. 2020 Reviews of Practice Management Systems
Library Research Consultant
Joel Scheuher
(jscheuhe@umich.edu)
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Joel Scheuher
Last Updated May 21, 2025
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Further Research
ABI/INFORM Collection
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Business Source Complete
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Use policy: When using material from this database in reports and presentations, vendor contract requirements dictate that you must include the phrase, "Used with permission of Business Source Complete."
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