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 Trello 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.
You Can Also Connect EspoCRM or Trello 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.
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.