In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley cover customer relationship management systems (CRMs). How to move a client from a lead, into a closed sale, then into your firm workflow software. Heather and Brian explain their reasons for leaving Pipedrive "the CRM they both love" for a new CRM. CRMS discussed: Pipedrive, Hubspot, Method, Insightly, Monday, Suitedash, Salesforce, ZohoCRM, and Keap. The automation of the week is focused on using a lead capture form and sending an automated email with a link to book their first sales meeting.