Are you looking for a way to keep track of your sales process and create task for yourself in Aesthetix CRM? If so, you'll be glad to know that you can use Trello to create checklist of the steps in your sales process, and then create task in Aesthetix CRM for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
You Can Also Connect Aesthetix CRM or Trello With 1400+ Other Apps
Aesthetix CRM
Aesthetix is an all-in-one CRM & Marketing Automation Platform for plastic surgery and medical spa that helps manage activities like patient relationships management, lead generation, appointment scheduling, inventory, and staff attendance tracking.
Trello is the visual collaboration platform that gives teams perspective on projects. Use it to keep track of everything from a simple project checklist to a complex workflow, and get instant notification of changes.