Does anyone use Hubly that uses Wealthbox as a CRM? If so, what are the pros and cons you've experienced with it so far?

Hi -- we are a 4 person office atm, but growing. We are using godaddy for our M365 subscriptions. They are a hot mess when anything goes wrong - and we are interested in getting off their platform. This will involve defederating and then figuring out if we self manage subscriptions and storage/backup. I am debating between hiring a CSP or doing this myself. I've identified one CSP but would like alternatives to review and don't find any that seem reliable. Any recommendations or experiences to share?

For those of you who use Wealthbox as your CRM system, how are you tracking clients versus prospects?

For those of you who use Wealthbox as a CRM system, do you use tasks to log client calls or notes?

Hello! What are your firms using for data gathering? We would like to collect the data and have the client attest or sign the information is true and valid. I know this information is entered in the CRM and I know it is entered in the custodian’ platforms for account opening as well but we would like to store that date gathering signed document on our side (not the custodian’ platform). Thanks.