When you make a call from HubSpot CRM, there are a few things to keep in mind. First, you’ll need to have the person’s contact information added to your HubSpot account. Then, you can either click the phone icon next to their name or go to their contact record and click the “Call” button. Once […]

If you are a small business owner, you know that customer relationship management (CRM) and accounting are two of the most important aspects of running your business. You also know that choosing the right software for your business is vital to your success. So, the question becomes, does Zoho CRM integrate with QuickBooks? The answer […]

No, Ynab is not publicly traded. It is a privately held company. The founder and CEO, Jesse Mecham, started the company in 2006. He bootstrapped it until 2016 when he took on outside investment from VC firms like Accel Partners. In 2019, Ynab was acquired by Intuit for $1 billion. No, Ynab is not publicly […]

Concerns over data privacy are understandable. After all, entrusting your most sensitive information to a third-party is a big step. So when it comes to Salesforce, the question on everyone’s mind is: can they access my data? The answer is no. Salesforce does not have any direct access to customer data. All data resides in […]

Yes, Microsoft has accounting software. This software is part of the Microsoft Office suite and is called Microsoft Money. It was first released in 1991 and is currently in its 16th version. While it is not as widely used as some other accounting software packages, it does have a loyal following. It’s no secret that […]

Wave is a cloud-based accounting software that has been gaining popularity in recent years. But is it safe to use? There have been some concerns raised about the security of Wave’s systems, particularly after a data breach in 2016. However, Wave has made significant improvements to its security since then, and it now meets or […]

If you’re like most people, you probably didn’t grow up learning about money. As a result, it can be difficult to know how to share finances with your spouse. One way to do this is by using Ynab (You Need A Budget). Ynab is a budgeting tool that can help you and your spouse track […]

There’s no denying that QuickBooks is one of the most popular accounting software programs on the market. And, if you’re looking to start a career in accounting or bookkeeping, then becoming QuickBooks certified is a great way to set yourself apart from the competition. But, how long does it take to get Quickbooks certified? The […]

The question of whether Hubspot CRM is compliant with HIPAA is a common one. The simple answer is yes, Hubspot CRM can be used in a way that complies with HIPAA. However, there are some important considerations to keep in mind when using Hubspot CRM in a healthcare setting. In this blog post, we’ll explore […]

Route accounting software is a type of business software that helps businesses manage and track their sales orders, deliveries, and invoicing. This type of software is typically used by businesses that have field sales representatives who sell and deliver products directly to customers. Route accounting software can help businesses keep track of their inventory levels, […]