ProcessPlan is a cloud-based platform that allows you to visually layout and organize your tasks by consolidating them within the processes. Using ProcessPlan, you can track pending tasks, stay on top of important projects, and automate your workflows with process templates all in one place.
We simplify complex concepts and functions, wrap them up in an easy-to-use online CRM software, and share them with small businesses just like you.AllClients Integrations
It's easy to connect ProcessPlan + AllClients without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Creates a Contact.