Hey all, this is my first post! My name is Elisa Llanes and I am an intern at Farther Financial Services. We use Wealthbox as our main CRM and we are in need of looking for the best way to track where our clients are at within their specific service model. We have used workflows, but is there any other way that can easily track or let us know next steps? We also have access to Hubspot- Would you say maybe this CRM is better for this need? I put a poll down below for your thoughts. Thanks!