Kanban Tool + Raynet CRM Integration

If you're using Raynet CRM and Kanban Tool to manage your business, you'll want to take advantage of the integration between the two services. When a businesscase is created in Raynet CRM, a checklist will automatically be created in Kanban Tool.

This makes it easy to keep track of the progress of each businesscase and ensure that all the necessary steps are taken. To get started, click on activate, connect your Raynet CRM and Kanban Tool accounts and start creating businesscase!

When you create a new person in Raynet CRM, this automation will automatically create a related checklist in Kanban Tool. This makes it easy to track the progress of your person's information and keep everything organized.

You can customize your Kanban Tool board however you like, and add as many tasks as needed to track the progress of your person's information. Stay organized and efficient with Raynet CRM and Kanban Tool!