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.
Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.Teamleader Integrations
It's easy to connect ProcessPlan + Teamleader without coding knowledge. Start creating your own business flow.
Triggers when a contact is linked to company.
Triggers when a deal is accepted.
Triggers when an invoice is paid.
Triggers when a new Company is added.
Triggers when a new contact is added.
Triggers when a new deal is created.
Creates a new company.
Creates a new contact.
Creates a new deal.
Links a contact to a company.