Has the following scenario ever happened to you? You are pretty sure you’re this close to completing a milestone phase of a new client onboarding process — on time and within budget. Well done! That ...

CRM software solutions with built-in project management tools help streamline client relationships and task management. Explore our top picks for the best CRM solutions with project management. When a ...

Freelancing can be overwhelming for those who cannot keep track of their client project timelines, often leading to missed deadlines. Project management software can help freelancers and individuals ...

Preparing for and completing new client projects doesn’t always go smoothly. Overlapping tasks and communication breakdowns can slow or even derail progress. Add in tight deadlines and last-minute ...

Copilot Platforms Inc., the developer of a cloud-based client management portal for service businesses, has secured $10 million in funding to support product development efforts. The company announced ...

Editorial Note: This content has been independently collected by the Forbes Advisor team and is offered on a non-advised basis. This content is not part of the comparison service provided by RunPath ...

This represents a waterfall type of approach to project planning, where one phase flows into the other. It works well for certain industries such as construction and manufacturing, but it is less ...

For many businesses and organizations, project management has received a lot of renewed focus in recent years. One reason for this is that analytics and data-driven approaches have become a high ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...