Are you looking for a way to keep track of your sales process and create to do for yourself in Vtiger CRM? 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 to do in Vtiger CRM for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
When you create a new contact in Vtiger CRM, 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 Vtiger CRM and Krozu!
You Can Also Connect Vtiger CRM or Krozu With 1400+ Other Apps
Vtiger CRM
Easily manage your sales, marketing and customer support with Vtiger CRM. Reach out to leads in no time, convert prospects into customers and help customers achieve their goals with this easy-to-use solution.
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.