In AppDirect, when you create a contact, it automatically creates a task in Firmao for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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AppDirect
AppDirect is a B2B subscription commerce platform that lets businesses launch branded marketplaces, automate subscription billing, manage reseller channels, and simplify procurement—all at scale.
Firmao is web-based software that allows you to organize your business information. It helps create quotes and invoices, manage projects and tasks, integrate with a live chat widget, track leads and clients, and much more. Best of all, it's easy to use!