Lake City Bank Selects Creatio’s Agentic Platform as the Foundation for its Modernized CRM Solution

Indiana-based bank establishes a scalable system for disciplined, AI-enabled growth BOSTON, MA, UNITED STATES, March 2, ...
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 Announces Expanded Marketing Automation Feature to Strengthen Structured Customer Communication Workflows

Los Angeles, California - February 17, 2026 - PRESSADVANTAGE - Rocket CRM has announced the expansion of its Marketing ...
Knoxville News 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 ...

Rocket CRM Announces Continued Development of Its Marketing Automation System to Support Structured Communication Management

Los Angeles, California - February 02, 2026 - PRESSADVANTAGE - Rocket CRM has announced continued development and ...
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 ...