Agency Software - Streamlining Ops
I own a fast-growing DMA. We use Quickbooks online for billing, Salesforce for CRM and Power BI for analytics. I am looking for a workflow software that will control processes, help dial-in billing, and streamline ops. we have looked at
Tsheets
Basecamp 3
Wrike
I want something that is seamless with QB as i do not want to have to recreate the wheel everytime they make a change.
I want something that has a customer facing portal that will show progress on projects.
Any ideas?
Tsheets
Basecamp 3
Wrike
I want something that is seamless with QB as i do not want to have to recreate the wheel everytime they make a change.
I want something that has a customer facing portal that will show progress on projects.
Any ideas?