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New Customer Workflow

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  • New Customer Workflow

    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.