Customer Relationship Management Systems: Even Accountants Need One

In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover customer relationship management systems (CRMs). How to move a client from a lead, into a closed sale, then into your firm workflow software. Heather and Brian explain their reasons for leaving Pipedrive "the CRM they both love" for a new CRM. CRMS discussed: Pipedrive, Hubspot, Method, Insightly, Monday, Suitedash, Salesforce, ZohoCRM, and Keap. The automation of the week is focused on using a lead capture form and sending an automated email with a link to book their first sales meeting.

Show Notes

Sponsor
We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay

Get in Touch with Heather

• twitter.com/HSatterley
• facebook.com/hsatterleyZAP
• linkedin.com/in/heathersatterley
• theappyhour.com
• satterleyconsulting.com
• satterleyaccounting.com
   

Get in Touch with Brian

• twitter.com/blueprintbrian
• twitter.com/blueprintottawa
• linkedin.com/company/blueprint-accounting-inc
• facebook.com/blueprintaccounting
• instagram.com/blueprintaccountinginc

Links

• Leave a review on Apple Podcasts or Podchaser
• Browse a list of Accounting Conferences

Have an Episode Idea? Let us know

Subscribe

Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app!

This podcast is a production of the Accounting Podcast Network
Want to sponsor this podcast? 
Full transcript available upon request.

What is Accounting Automation Workflow Podcast?

Heather Satterley and Brian Clare discuss the exciting world of Accounting Automation!