Hello, I used to use CapsuleCRM to track sales prospects and invoices pending of payment. For this purpose I used their email dropbox feature combined with tasks however I am trying to cut costs and was wondering if I can replicate the same in Capsule CRM.
I don't have experience with CapsuleCRM or Dropbox features, however in HubSpot you can track your emails, create tasks and create and send quotes to your prospects.
I'd like to share these articles from our KB that might help you