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 Trello 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.
You Can Also Connect Vtiger CRM or Trello 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.
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.