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Welcome to the CRM Forum

Mission Statement

The Mission of the CRM Forum is to bring together business and technology professionals to exchange views and best practices relating to client relationship management and to provide the education to further the advancement of CRM.


The Forum was established during 2003 by asset management firms desiring to exchange thoughts about a particular software package they all utilized.  During the initial meeting it was determined that the Forum would be conducted at least semi-annually with the goals of:

  • Exchanging best practices
  • Trading “work-arounds” for the common package
  • Discussing strategy to approach the common provider
  • Enhancing one another’s knowledge of CRM

The Forum has grown in membership throughout the years with most of the original members still participating.