Hello IS people.
I’m very interested/intrigued in the platform that IS has created and would like to speak to someone from a company that has a similar background as ours.
Here is what we currently use. Yes, please try not to cringe and if you feel my pain, please give me some hope!
- Quickbooks Enterprise Desktop (fun!)
- Gravity Forms
- Gravity Forms Integration (custom software) brings contact information in Quickbooks
- Pipeline Deals (our current CRM system)
So, we want our QB to be our accounting system only and rely on Infusion Soft to be our main platform for Customer Service, Sales, and Marketing.
Any feedback and suggestions are greatly appreciated. Thank you!