But given that CRMs can do so much, they can be complex and even get in their own way. Fortunately, simple suites exist that excel at the basics while allowing teams to scale when business picks up.

Read the latest Microsoft news from Engadget's news desk on Xbox, Copilot AI, Azure, Windows, the Office suite of software and more.

Portfolio management, financial planning, trustee, responsible entity and compliance services, executor services, investment administration and custody services.

We acknowledge Aboriginal and Torres Strait Islander peoples as the First Australians and Traditional Custodians of the lands where we live, learn and work.