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Est-il possible de copier-coler des tableaux initiaux pour la tenue de dossiers de différents clients.
Par exemple je souhaite créer pour un suivi des dossiers clients, des checks listes et delais pour les declarations fiscales SVP?
Trello is flexible enough for you to adapt it to your requirements since most of what you need come standard on every card. You can also opt to use some power up for cloud storage, or keep your contacts.
More recently, I started on a project to migrate my simple CRM to use Hipporello which I would be able have my customised CRM and allows be to extend it to delivery of services.