Greetings everyone. I’m wondering if anyone is willing to share their input/workflow on how/if you are using the SD and/or CRM functions as part of the platform.
I really like the workflow of SyncroMSP, whereas I can create a customer, add an asset or not, generate an estimate and/or invoice , etc.
I have been able to replicate some of this functionality however I am a little lost on if SD or CRM is the best option to achieve this, or if either are capable if achieving some sort of workflow.
I would love to have as many functions integrated as possible, but I understand that it may not be possible and if not I will use other tools to accomplish.
Thanks in advance.