In CentralStation CRM, when you create a person, it automatically creates a task in Firmao for that person. 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 person on their person profile.
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
You Can Also Connect CentralStation CRM or Firmao With 1400+ Other Apps
CentralStation CRM
CentralStation CRM is a lightweight, web-based CRM tailored for small teams and SMEs. It offers contact & task management, email logging, collaboration tools, simple setup, and GDPR-compliant data storage in Germany.
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!