Easily spin up a repeatable project plan when your Salesforce Opportunity is Won. Once the plan has been scheduled just shoot the customer a link so they are kept informed. It's that simple.Taskfeed helps onboarding teams →
We believe keeping everything organised in Salesforce is better than having tasks, projects, customers and everything else strewn across lots of spreadsheets & disconnected apps. The end result being a better experience for your team, less chaos and uncertainty for you, and a much greater perception to your customers.