Workstack for Sales CRM App
Workstack is a project management platform designed to make handling project tasks easier. In order to simplify project management tasks, Workstack offers users features to help plan projects, track time as well as schedule team tasks.
With Workstack, users can set-up projects with task lists, set time estimates on projects and check overall project progress quickly on the project dashboard. Besides managing projects, Workstack allows users to schedule work for their team. Users can assign tasks by dragging and dropping a to-do into an individual’s stack, create specific groups for different teams and block out meetings and time off on the team calendar. Workstack has a task timer which enables users to track time spent working. The estimated time of task completion is recorded in Workstack’s Time Log. Users can then generate reports based on logged time dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning..
Users can create groups and send messages to each other in order to discuss specific work projects and choose who is to receive an email when a new comment on a group is published. Team groups and discussions ensure that the relevant people are kept thoroughly informed and updated. Workstack also supports integration with Google Calendar and Slack so users can experience the benefits of working with their favorite applications. Workstack and its features aim to give users all the tools necessary to make project management as straightforward and efficient as possible.
Workstack Integration with Pipeliner CRM
Business professionals that want to integrate Workstack with Pipeliner CRM like that Pipeliner’s native integration give them the power to sync all data, connect deeply, and configure flexible workflows. With Pipeliner, organizations can:
- Create custom workflows
- Receive hands-on support for ensured success
See how Pipeliner’s enterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment.-scale API integration platform can transform your business. Request a demo today of Workstack integration and automation.
Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company..