Are you looking for a way to keep track of your sales process and create task for yourself in EspoCRM? If so, you'll be glad to know that you can use Krozu to create checklist of the steps in your sales process, and then create task in EspoCRM for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
When you create a new contact in EspoCRM, this automation will automatically create a related checklist in Krozu. This makes it easy to track the progress of your contact's information and keep everything organized.
You can customize your Krozu board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with EspoCRM and Krozu!
You Can Also Connect EspoCRM or Krozu With 1400+ Other Apps
EspoCRM
EspoCRM is a free and open-source CRM software that helps businesses manage their customer relationships more efficiently. It provides an easy-to-use interface that allows users to see, enter and evaluate all company relationships regardless of the type.
Krozu is a perfect replacement for traditional project management tools. It is a visual project management tool makes sure that your team can effectively plan, collaborate, coordinate and deliver on time.