My feedback

1 result found

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

   1 vote

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   2 comments  ·  Zoho Books » Third Party Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   An error occurred while saving the comment
   DanielleNash commented  ·  Jun 21, 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!

   Save Submitting...