The hardest part is everthing to the quote and managing emails flow, distribution back and forth and attachments etc. So we are stoked to give it a try cause it can only get better.

One other area we recently learned about I am interested in the forums feedback is pros/Cons of Pipe Drive VS Microsoft Dynamics CRM? btw, we been a big apple shop for 10 years, and just went PC this year then 0365.

Thanks everyone!