Everyone,
Since my current CRM subscription is coming due I figured why not attempt to build my own CRM.
I am stuck on the best way to communicate with clients so that I can send/read messages in my email as well as in the CRM. I also currently playing around with ideas to collect contract signatures (possibly developing a DocuSign functionality within the CRM.
Has anyone done this yet? I am excited to learn about other peoples experiences if they have done this before.