Among the findings of the T3 / Inside Information Software Survey, announced at the 2025 T3 Technology Tools for Today Advisor Conference in Dallas on March 4, 2025, was that advisors are growing increasingly dissatisfied with customer relationship management software and are looking for alternatives. This result came as a surprise to even survey authors Joel Bruckenstein and Bob Veres. According to the survey, market penetration for CRM programs has fallen more than 10 percentage points in the past two years, with roughly 86% of advisors now using them.
Read the article: Why Advisors Are Ditching Their CRMs – The Daily Upside
