Are you looking for a way to keep track of your sales process and create task for yourself in Close? 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 Close for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
You Can Also Connect Close or Trello With 1400+ Other Apps
Close
Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—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.