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1. Provide an improved workflow for CRM -> Project -> Finance

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   2 comments  ·  Zoho Books » Third Party Integrations  ·  Delete…  ·  Admin →
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   DanielleNash commented  ·  Jun 20, 2023  ·  Edit…  ·  Delete…

   Good to see this thread being revived! As for your question, I'm currently using Planfix for my sales logistics(https://planfix.com/teams/sales-logistics/) needs. It's a great tool that helps me keep track of my leads, deals, and overall pipeline. By the way, I'm new to this forum, so it's nice to meet you all!

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