HCP is still a young company..make the product better for users. HCP still has some room to improve..
SM sounds like its improving next year with their new update.
I think what I learned in searching for a good CRM/FSM is to find out what you really need in software. I have found that CRM/FSM works the best when they are able to work with other software.. not just for QB online but for other services. HCP and the current version of
SM doesn't work with other software API like we need.
The folks at
SM said that their new software WILL, which is HUGE!!.. because no software company can make the one all be all, especially since everyones company has different needs or wants.. its the ability to "talk" to other software and allow the user to fit what works with their company no matter how big or small.