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crm

  1. Customer interaction tracking

    We are working to better keep track of customer calls, emails, texts, etc. Do any of you use systems that integrate with email or messaging that group customer interactions in their CRM or portal?
  2. Discussion Anyone using Method CRM alongside QBO?

    We recently migrated from Quickbooks Desktop Pro to Quickbooks Online. I'll keep my rants/complaints to myself about that journey for now, but QBO's shortcomings have led me down a rabbit hole of exploring all the 3rd party add-ons that make up for said shortcomings. (More...
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