Are you looking for a way to keep track of your sales process and create task for yourself in Caflou? 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 Caflou for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
You Can Also Connect Caflou or Trello With 1400+ Other Apps
Caflou
Caflou is a 100% digital platform that gives you everything you need in one place: project management, accounting, CRM, sales & marketing tools. It helps you work with your teams and clients located anywhere in the world.
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.