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.

Social media businesses face unique challenges in managing customer relationships across multiple platforms while scaling their operations. With over 5.24 billion social media users worldwide, social media companies must integrate their CRM systems with social platforms to capture every interaction and convert engagement into revenue.