Are you looking for a way to keep track of your sales process and create task for yourself in CentralStation 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 CentralStation CRM for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
You Can Also Connect CentralStation CRM or Trello 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.
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.