Thank you Mark & Sherry. My main QB app is a scheduling / project management app and was looking to piggyback a more traditional CRM app where you can keep track of emails to potential clients. Was looking at something like HubSpot but since most of my data is in QB, was just looking for an efficient way to keep it in QB. I'll have to digest your responses in a little more detail but greatly appreciate your feedback.
Qrew LegendI have friends who use Hubspot for their CRM and it works well for them. As I understand it, the sending of emails is really done through HubSpot so the communication with clients stays connected.
