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As your business grows, manually keeping track of your prospects and customers with spreadsheets and random notes in different places becomes near impossible.

Not only is this type of system time- and energy-consuming to manage, but things also start slipping through the cracks at an alarming rate. This only serves to exhaust your team and disappoint to your customers.

You don’t want this to happen to you, do you? No. That’s why you need a CRM.

Intuit QuickBooks logo, representing the company's expanded AI agent rollout in QuickBooks Online

QuickBooks’ AI Agent Team Just Went Wide: What the July Rollout Means for Small Business Owners

On July 1, 2026, Intuit began pushing its “Customer Hub” and a redesigned web and mobile experience out to a much broader slice of QuickBooks Online customers in the United States — not as a beta, but as the default experience for a growing share of Essentials, Plus, Advanced, and Enterprise S

QuickBooks’ AI Agent Team Just Went Wide: What the July Rollout Means for Small Business Owners Read More »

Microsoft Dynamics 365 logo representing the platform's new Procurement Agent for supply chain management

Dynamics 365’s Procurement Agent Is Live: How AI Now Reads Your Supplier Emails Before a Shortage Hits

A supplier emails to say a component shipment is running two weeks late. In most ERP systems, that email sits in an inbox until a buyer opens it, manually finds the affected purchase order, checks which production orders depend on that part, and then figures out which customer commitments are now at

Dynamics 365’s Procurement Agent Is Live: How AI Now Reads Your Supplier Emails Before a Shortage Hits Read More »

Microsoft Power Platform logo, representing the Dataverse platform now integrated with Claude, Cursor, and GitHub Copilot via MCP

Dataverse Now Speaks Claude, Cursor, and Copilot: What Microsoft’s MCP Expansion Means for Dynamics 365 Teams

On July 6, 2026, Microsoft quietly closed a gap that has been slowing down every Dynamics 365 and Power Platform team that also wants to use Claude or Cursor: the Dataverse coding-agent plugin, previously limited to GitHub Copilot, is now available across the Claude and Cursor marketplaces too. If y

Dataverse Now Speaks Claude, Cursor, and Copilot: What Microsoft’s MCP Expansion Means for Dynamics 365 Teams Read More »

Salesforce logo, representing the company's Agentforce Help Agent AI customer service product

Salesforce Says Its AI Agents Are Growing 200% a Year. Its Own Customers Aren’t So Sure Yet.

Salesforce closed out July 2026 with a split screen. On one side: Agentforce Help Agent and Agentforce Customer Service Portal went generally available, backed by a pay-per-resolution pricing model that charges $2 only when the AI actually closes a case—and Agentforce plus Data 360 annual recu

Salesforce Says Its AI Agents Are Growing 200% a Year. Its Own Customers Aren’t So Sure Yet. Read More »

HubSpot logo, representing HubSpot's new AI connectors for Claude, ChatGPT, Gemini, and Microsoft 365 Copilot

HubSpot Just Made Your CRM Talk to Claude, ChatGPT, Gemini, and Copilot — Here’s What Actually Changes

HubSpot now ships native connectors into four major AI assistants at once — Claude, ChatGPT, Gemini, and Microsoft 365 Copilot — and at least two of them can write back to your CRM, not just read from it. That is a meaningfully different proposition than the “ask a chatbot about your dat

HubSpot Just Made Your CRM Talk to Claude, ChatGPT, Gemini, and Copilot — Here’s What Actually Changes Read More »