Are you looking for a way to keep track of your sales process and create task for yourself in PipelineDeals? 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 PipelineDeals for each step.
This automation will help you stay organized and make sure that no steps are forgotten.
You Can Also Connect PipelineCRM or Trello With 1400+ Other Apps
PipelineCRM
PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!
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.