Florida Trainer at Westcor Land Title Insurance Company
What applications does this tie to in order to maximimize use of other programs?
I am an ex Zoho user and utilized Card Munch, Constant Contact, the office plug in. I utilized the app as my central contact source and stored emails, notes, tasks, campaigns, projects, etc.....
Can you let me know how it compares to apps such as Zoho? Obviously the easier to streamline the app the better. I am interested in a demo and customization as I built Zoho from a shell for my particular industry but could not handle the tasks of administrator and user (sales rep on the road). Also can we create weekly management call reports that auto send every week?
I am not familiar with the programs you mention, but we somehow integrated with Hubspot for our sales and marketing teams. I was not part of the integration team, so I don't know the technical details. There are also ways to utilize ConnectWise strictly by itself for marketing.
Made for companies that sell, service, and support technology, ConnectWise PSA (formerly ConnectWise Manage) is the leading business management platform worldwide. Technology Solution Providers (TSPs)
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