If you're using Teamwork CRM and Kanban Tool to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in Teamwork CRM, a checklist will automatically be created in Kanban Tool.
This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your Teamwork CRM and Kanban Tool accounts and start creating deal!
When you create a new contact in Teamwork CRM, this automation will automatically create a related checklist in Kanban Tool. This makes it easy to track the progress of your contact'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 contact's information. Stay organized and efficient with Teamwork CRM and Kanban Tool!
You Can Also Connect Kanban Tool or Teamwork CRM 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.
Teamwork is a cloud-based platform that that allows you to plan, manage and track your sales process. It helps you convert leads into opportunities, opportunities into customers and customers into repeat buyers.