Are you looking for a way to keep track of your sales process and create task for yourself in Capsule 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 Capsule CRM for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
You Can Also Connect Capsule CRM or Trello With 1400+ Other Apps
Capsule CRM
Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient 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.