Special thanks to our launch partner Corpay One for making this podcast possible!
In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley. Learn about how to avoid receipt confusion by choosing an application to help to organize your receipts. Heather and Brian discuss different apps that can capture receipts: QuickBooks Online, Xero (Hubdoc), Dext Prepare, AutoEntry, Divvy, Expensify, and Corepay One. The automation of the week is focused on using an app to capture a receipt.
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.