Are you looking for a way to keep track of your sales process and create task for yourself in Printavo? If so, you'll be glad to know that you can use Kanban Tool to create checklist of the steps in your sales process, and then create task in Printavo for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
When you create a new customer in Printavo, this automation will automatically create a related checklist in Kanban Tool. This makes it easy to track the progress of your customer's information and keep everything organized.
You can customize your Kanban Tool board however you like, and add as many tasks as needed to track the progress of your customer's information. Stay organized and efficient with Printavo and Kanban Tool!
You Can Also Connect Kanban Tool or Printavo With 1400+ Other Apps
Kanban Tool
Kanban Tool is a smart visual project management application that helps your team get work done faster. It reduces waste, improves workflow and enables real-time collaboration - all in a single place.
Printavo is a complete solution for small, medium and large print shops to manage their business. From daily operations to strategic planning, handle your shop from a central location no matter how many locations you have.