Are you looking for a way to keep track of your sales process and create task for yourself in Copper? 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 Copper for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
You Can Also Connect Copper or Trello With 1400+ Other Apps
Copper
Copper is a CRM that helps you turn relationships into revenue, and it does this by automating all the busywork in your sales pipeline so you can focus on what matters: building relationships with customers.
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.