Checkvist + Projekly – Project Management, CRM, HR & Invo Integration

When you create a new client in Projekly, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your client's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your client's information. Stay organized and efficient with Projekly and Checkvist!

Are you looking for a way to keep track of your sales process and create task for yourself in Projekly? If so, you'll be glad to know that you can use Checkvist to create list of the steps in your sales process, and then create task in Projekly for each step.

This automation will help you stay organized and make sure that no steps are forgotten.