Are you looking for a way to keep track of your sales process and create task for yourself in Insightly? 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 Insightly for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
You Can Also Connect Insightly or Trello With 1400+ Other Apps
Insightly
Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.
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.