Are you looking for a way to keep track of your sales process and create task for yourself in Bigin by Zoho 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 Bigin by Zoho CRM for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
You Can Also Connect Bigin by Zoho CRM or Trello With 1400+ Other Apps
Bigin by Zoho CRM
Bigin helps you to manage all aspects of your sales pipeline. From creating new opportunities and converting them into deals, to managing the progress with activities like sending emails, making calls, etc., you can do it all in one place.
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.