Looking for a CRM – Accounting firm

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Hi all, thought I had found the perfect CRM with ease of use etc, features and functionality, but found that everything that was promised turned out to be false.

I'm looking for a CRM that can:

  • Book meetings and sync with Office365
  • Run campaigns
  • Integrate with Teams
  • Integrate with Docusign/Hellosign

On the face of it, it doesn't seem like a lot to ask. It seems that once you ask for these features, the prices get jacked up insanely though.


submitted by /u/Reddit_Da
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