When B2B SaaS companies decide to migrate from legacy CRM systems, one of their biggest concerns isn‘t just moving data—it’s ensuring their existing marketing automation workflows continue running without interruption. A single gap in automated nurture sequences or lead scoring can mean lost opportunities and confused prospects, and who wants that?

As a marketer, you‘ve likely encountered the dreaded "prediction problem" while tracking data to predict revenue growth. The prediction problem is the frustrating gap between having data and knowing what’s coming next.

Marketing teams today are drowning in software. The 2024 Marketing Technology Landscape revealed a staggering 14,106 martech products available, representing 27.8% growth year-over-year. But here's the uncomfortable truth: marketers estimate they waste an average of 26% of their budgets on ineffective channels and strategies, with about half of respondents saying they misspend at least 20% of their budgets.

Managing relationships across healthcare professionals (HCPs), healthcare organizations (HCOs), and complex regulatory requirements makes choosing the right CRM critical for pharmaceutical companies. Whether you're tracking drug samples, coordinating clinical trials, or ensuring compliance, pharmaceutical companies benefit from CRM systems with features that support their specialized workflows.

There‘s more to healthcare than the visit itself. Whether you’re a doctor’s office, dental practice, or senior living facility, you know that consistent, personalized communication is key to meeting patients’ changing health needs. In fact, it’s what patients prefer. Research by global healthcare company Abbott found that 72% of patients want more personalized care.

Spreadsheets and manual processes can hold back your wholesale business from growing. As wholesalers face increasing pressures to deliver faster, maintain accurate inventory visibility, and provide exceptional customer service, the right CRM becomes essential for success.

With college enrollment trending downward and experts anticipating a “demographic cliff” in 2025 — having a higher education CRM is absolutely vital to ensuring a thriving institution. A CRM is key to attracting and retaining students, ensuring enrollee success, and fostering relationships with alumni and donors.

If missed appointments, mismanaged invoices, and fragmented customer communication are draining your revenue, it’s time to consider implementing a CRM for plumbers. The right platform helps reduce no-shows, speeds up emergency dispatch, and provides the insights you need to improve profitability and customer loyalty.

With advances in technology and evolving media consumption habits over the years, publishers are no strangers to business model pivots — and it’s only getting more challenging with the rise of generative AI. To conquer obstacles to monetization and distribution, publishing companies need to be able to build stronger relationships with their readers, subscribers, and viewers as well as measure the ROI of different campaigns to ensure they spend resources on what works best. From managing subscriber relationships to automating workflows to crafting personalized marketing campaigns, a good CRM can help you tackle modern-day obstacles.

Running a successful cleaning business in 2025 goes far beyond spotless floors and sparkling windows — it requires seamless communication, efficient scheduling, and reliable customer management. Yet, finding the right tools to keep everything organized is a challenge; here’s why: the CRM needs of cleaning businesses are uniquely demanding, blending field service logistics with customer service, recurring job tracking, and quick invoicing.

Managing client relationships in the accounting world involves much more than keeping contact info in one place. For small business accountants, it means staying on top of recurring deadlines, securely handling sensitive financial data, and ensuring no client communication falls through the cracks. These unique needs make it essential to have a CRM that’s not just flexible but tailored to the specific demands of accounting work.

Managing customer relationships in call centers presents challenges that standard business software simply can’t address. Unlike typical sales environments, call center teams handle hundreds of interactions daily, require instant access to customer history across multiple touchpoints, and need sophisticated routing and monitoring capabilities to maintain service quality. These high-volume, fast-paced environments demand specialized tools to keep up with rapid-fire customer inquiries while maintaining detailed records and enabling seamless handoffs between agents.

Running an HVAC business means juggling emergency calls, seasonal demand spikes, and multi-visit jobs that can span weeks. You're dealing with a technician shortage, meanwhile customers expect rapid response times when their AC fails or their furnace breaks.

Running a roofing business is tough. You're juggling estimates, managing crews, and trying to keep customers happy. On top of that, most roofing companies struggle to find a CRM that works for their unique needs.

Landscaping companies juggle seasonal crews, multiple job sites, and weather-dependent schedules — all while trying to track customer communications, quotes, and service histories. That’s a tough job, and without the right software to stay organized, you may miss opportunities and lose revenue. You need a flexible CRM that matches your daily reality.

As a mortgage professional, your livelihood depends on leads — how well you generate, capture, manage, and nurture them. And at some point, those spreadsheets just don’t cut it anymore. A CRM can help you with almost all of those aspects (depending on the CRM), which is why choosing the best mortgage CRM is crucial.

Managing a pest control business means juggling customer appointments, technician schedules, service plans, and follow-ups. A traditional spreadsheet or generic tool simply can't keep up. That’s why teams are turning to CRMs for pest control — built for these unique needs.

Managing investor relationships isn’t like managing any old leads or sales deals. Investment firms deal with high-stakes portfolios, detailed reporting cycles, and strict compliance rules — all of which require special consideration.

In the construction industry, managing client relationships isn’t as simple as logging a few notes and tracking emails. With long project cycles, complex stakeholder networks, on-site and off-site coordination, and a steady stream of subcontractors, suppliers, and clients, construction businesses have unique customer relationship management (CRM) needs far beyond the average sales pipeline.

Nonprofits face distinct challenges when it comes to managing relationships and driving engagement. Unlike for-profit businesses, nonprofits must balance limited budgets with the need to maintain strong donor relationships, manage volunteers, run programming, and track impact, often across dispersed teams. These unique demands require tools that go beyond traditional customer management.

Client relationships are the lifeblood of any legal practice, but managing them effectively poses unique challenges. Law firms must balance client confidentiality, complex case timelines, and regulatory requirements while delivering timely, personalized service. These demands make traditional client management tools inadequate for the legal industry.

Let's be honest — running a dental practice is challenging enough without juggling spreadsheets, missed follow-ups, and disconnected systems. Between managing patient relationships, scheduling appointments, and nurturing new leads, you need technology that actually works for you, not against you.

Property management comes with unique challenges that go far beyond simple contact management. Property managers must juggle tenant relationships, owner communications, maintenance requests, and lead generation while maintaining detailed records of all interactions.

Business brokers face a variety of challenges in managing complex deal flows, maintaining long-term client relationships, and coordinating between buyers and sellers. A specialized CRM system becomes essential for organizing prospect databases, automating follow-ups, and ensuring no potential deal falls through the cracks.

Fifty-seven percent of buyers are now willing to purchase a car online, according to 2024 Adtaxi research, up from 49% the previous year. As more people begin their car-buying journey on your website, sales teams must decipher who’s serious about driving the car off the lot — and who’s just kicking the digital tires.

Your hotel already has a lot to manage in its tech stack. Between your PMS, CRS, and booking engine, it's easy to lose sight of exactly what’s driving revenue — not to mention the frustration of losing commissions to OTAs. Using a CRM ensures you can pinpoint revenue sources, calculate ROI, and most importantly, foster the relationships that keep guests leaving positive reviews and coming back for more stays.

Government agencies face unprecedented challenges in managing citizen relationships, delivering public services, and maintaining transparency while ensuring data security and regulatory compliance.

Running a staffing agency means juggling a lot of moving pieces. You manage thousands of candidate profiles, build relationships with clients across different industries, track placements through complex pipelines, and stay on top of employment compliance.

Running an event management business is tough. You‘re juggling clients, vendors, venues, and countless moving parts. That’s where a great CRM comes in. It keeps everything organized in one place.

Running a logistics business is far from easy. From juggling multiple shipments to coordinating with carriers, tracking deliveries, and keeping customers informed, you have your hands full with responsibilities.

Managing a restaurant is tough work. Between juggling tables, staff, and endless orders, keeping track of customer relationships can feel impossible. That's where restaurant CRM software becomes your secret weapon.

The fitness industry is growing fast, but managing member relationships is getting harder. The global fitness industry is estimated to be worth $257 billion in 2025 and continues to expand at a rapid pace. With this growth comes fierce competition, making it essential for fitness businesses to deliver exceptional member experiences while streamlining operations.