CRM for small accounting practice?

  • Creator
    Topic
  • May 16, 2016 at 4:43 pm #202021
    CPA50
    Participant

    Hiya!

    I’m looking for a better solution for client management – database, emails, newsletters, tracking. Ideally something that integrates with QuickBooks Online.

    Any thoughts? I am spending a small fortune on monthly subscription fees to one-off apps and was hoping to get a solution to replace that.

    Thanks!

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