Raynet CRM + Trackabi Integration

If you're using the time tracking app Trackabi to manage your project, you'll want to create a company in Raynet CRM to keep all your project data in one place.

That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a company in Raynet CRM whenever you create a project in Trackabi.

If you're using Trackabi to track time and work hours, it's important to create separate project for each company you're working for.

When you create a company in Raynet CRM, use this automation to create a project in Trackabi. This will help keep your time tracking organized and easy to access.

In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising businesscase, it's important to track and manage the progress of that businesscase so you don't lose focus or let it fall through the cracks.

With this integration, you can quickly create a corresponding task in Trackabi each time a businesscase is created in Raynet CRM. This way you never lose track of the progress for that particular businesscase - and with automated reminders, it will be easy to get back on track if something slips through the cracks.