Are you looking for a way to keep track of your sales process and create task for yourself in MOCO? 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 MOCO for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
If you're using MOCO and Krozu to manage your business, you'll want to take advantage of the integration between the two services. When a lead is created in MOCO, a checklist will automatically be created in Krozu.
This makes it easy to keep track of the progress of each lead and ensure that all the necessary steps are taken. To get started, click on activate, connect your MOCO and Krozu accounts and start creating lead!
When you create a new contact in MOCO, 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 MOCO and Krozu!
You Can Also Connect Krozu or MOCO With 1400+ Other Apps
Krozu
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.
MOCO is an efficient ERP software tailored specifically for agencies, consultancies, and IT service providers. It covers a range of functions, from project management to customer relationship handling, invoicing, and expense tracking.