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 Trello 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.
You Can Also Connect MOCO or Trello With 1400+ Other Apps
MOCO
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.
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.