Published: febrero 13, 2026 
Sales requires you to be quick on your feet — there’s hardly an industry that’s as hectic and fast-paced.
To be successful, you need a way to organize the mess sales come with and create total clarity. But, to do this you need a tool to help you.
So pick up the best tool to streamline sales workflows — Plaky by CAKE.com.
Let’s take a look at why you should use Plaky for sales, as well as the best setup for your sales board.
Why sales teams turn to Plaky by CAKE.com
Sales teams that want to improve their workflows and boost teamwork are turning to Plaky.
Let’s see what makes Plaky perfect for sales.
#1 Simple onboarding
The phrase “time is money” might be a cliché, but it’s pretty accurate in sales project management. Because Plaky’s so easy to use, you’ll save time you’d otherwise spend onboarding employees — so it saves you money, too.
Every feature is intuitive, so getting used to the app takes little to no time at all. This isn’t just important for you and your team — it’s vital for client onboarding too.
Don’t waste time — get Plaky today!
#2 Great information security
Sales reps also deal with lots of client info — most of which is sensitive, and shouldn’t fall into the wrong hands.
Plaky makes sure all data stored on the app is safe by complying with the latest security standards, like:
- ISO 27001,
- SOC 2, and
- GDPR.
Plus, every step of Plaky’s development process is done through secure personnel, testing, and cloud storage.
Plaky’s maintenance is also the most reliable you can get — its servers have a 99.99% uptime. So you can be sure you’ll never be in sticky situations where client info is unavailable and a sales rep needs it.
#3 Useful mobile app
Sales can be unpredictable — if a potential client asks to meet in-person, you need to be prepared.
Luckily, Plaky can stay with you on the go with its nifty mobile app. All client info is at your fingertips — you’re ready for that unexpected call whenever and wherever.
On top of this, you can always communicate with your colleagues. Notifications are instant, and if you need added info while with the client, you can just comment and @mention the previous sales rep and get a quick reply.
Basically, the Plaky mobile app makes sure the whole team stays up to date, no matter where they are.
#4 Affordable subscription plans
Plaky is one of the most affordable PM tools out there — with it, you can reduce costs and get quick ROI.
Simply choose the plan that best fits your workflow:
- The free plan — where you get unlimited users, items, and views, as well as the summary row, which gives you quick insight into project data,
- The Pro plan for $3.99 — where you can get the Gantt view to manage the project timeline easily or bulk actions to change multiple items at once,
- The Enterprise plan for $8.99 — where you can manage board permissions to increase information security and check the unlimited activity log to see every change made to your board, ever, and
- The CAKE.com Bundle for $12.99 — where you can get Clockify for time tracking, Pumble for team communication, and Plaky for project management. Best of all, you get 3 tools for the price of 1!
How to use Plaky by CAKE.com to lead a successful sales campaign
Plaky’s core principles align with what sales teams need. But what about the real meat and potatoes — the features it offers?
Here’s a step-by-step guide of everything you can do to create a perfect sales campaign board in Plaky.
#1 Set up your system easily with sales templates
We already mentioned that onboarding to Plaky takes no time at all — but that’s not the only reason setting up a board is easy.
Plaky also offers a bunch of ready-made templates to get right into your work. There’s many to choose from, but the best ones for sales teams are:
- Sales pipeline — The base sales template that helps you visualize your sales pipeline. Keep all information on leads and track the sale progress in real time with custom Fields that are already set up for success. Take note of all ongoing conversations and make sure no opportunity slips away.
- Deals — Manage your clients the right way with this CRM template. Determine the likelihood of closing a sales deal and track leads by priority to make sure you don’t waste time on less worthwhile endeavors. This template also focuses on key stages of your pipeline, and lets you keep an eye on client insight.
- Customer inquiries — Customer inquiries need quick turnarounds. With this template, you can keep all tickets organized with clear item groups and increase accountability by setting clear assignees. This helps you keep clients satisfied with speedy service and save solutions for similar issues in the future.
- Inventory management template — There’s nothing more awkward than closing a deal and realizing you don’t have the product in stock. Never let that happen again with this inventory management template. It gives you a clear overview of product IDs, locations, prices, etc. With this, you can always give the most up-to-date and accurate information when making a sale.
There are even more options in Plaky’s template center — from client contact lists to straightforward project management templates. So, you’re sure to find one that’ll fit your team.
💡 Plaky pro tip
Want more templates that can improve your sales process? Check out this useful article:
#2 See everything on your board with custom views
With Plaky, you get transparency across the board thanks to different board views.
The best view for sales teams is Kanban — it’s the perfect way to visualize your sales pipeline.
View your tasks as cards and divide them into groups that can represent any custom Field. Ideally, one of them is the sales phase, so you can clearly move clients along the pipeline with the simple drag-and-drop mechanic the Kanban view offers.
This way, updating the progress of deals on the board feels intuitive and takes no time at all.
You can also take advantage of the Table view and the full transparency it offers. You’ll have a clear overview of all task data.
#3 Automate the sales pipeline
Now that everything is set up, it’s time to optimize it.
Plaky’s automations help you shorten the sales cycle by getting rid of the excess tasks that don’t need to be performed by your team. Why do something that Plaky can do for you?
All manual processes and responsibilities on the board can be erased through automation. This way, your team doesn’t suffer from work overload, and you make sure there are no errors due to user input.
This is because every automation is built as an “IF-THEN” function — meaning it happens the same way every time. For example, “IF a sale status is set to ‘won’, move the item to ‘Done’ and notify the manager.” With Plaky task automation, you took away 2 steps a sales rep needs to take whenever they make a sale.
💡 Plaky pro tip
If you want to make the most out of Plaky’s automations, check out this amazing guide:
#4 Set clear reminders
Following up with potential clients is key — however, with a ton of work and a bajillion clients to call, it’s easy to forget one or two follow-ups.
What your team needs are constant reminders. But if that falls down to you, you’ll never have any time for managerial work. So, leave it up to Plaky!
With conditional coloring, you can set up an automation that’s triggered based on specific dates. After the trigger happens, you can assign a specific color to the whole task.
For example, you can set up a condition to color the page red if the “Date contacted” Field was last week. This way, your sales reps will get a clear visual reminder as soon as they need to follow up with a client.
#5 Manage client handoff without a hitch
Some of the largest issues that any sales team faces is when a client needs to be handed from one salesperson to another. If the new sales rep can’t catch up with sales progress easily or they can’t find client info, the sale is as good as lost.
Plaky makes sure client info is never misplaced by giving you a set place to store it — the file sharing tab. With a dedicated space in each Item to share files, your team members will always know where they can find client data.
This means you don’t need to rely on your team members to pass on all information during client handoff.
Instead, you can have 1 reliable source of truth — Plaky.
Plus, if there’s anything they need to clarify, they can just leave a comment @mentioning another sales rep for any question they have. Then, the answer stays in that comment thread, available to team members with the same question — saving time and boosting teamwork.
On top of this, comments in Plaky have direct replies, so if multiple people are communicating, there’s no confusion about who’s talking to who. These reply threads also sort information more clearly, so finding info in old conversations doesn’t take a while.
#6 Track sales success with the Chart view
You can’t be sure a new workflow is working without analyzing your team’s success.
That’s why you need a reality check — in the form of the Chart view in Plaky. It’ll clearly and visually distill all data from your board in the form of a pie or bar chart.
Each of these is fully customizable and lets you track items based on any custom field. This means that you can track plenty of different key performance indicators for sales teams, like:
- Sales that went to the demo,
- Customer satisfaction,
- Reasons for sales failure, and
- Proposal turnaround percentage.
These results are tied to your board in real time so you get instant updates.
They help you make better decisions for future work by showing how you should allocate resources. For example, if most of your sales wins come from a specific industry (which you can track with a custom Tag Field), you know where to focus your sales efforts.
#7 Determine CAC with time tracking
One of the key metrics to track in a sales team is the Cost of Acquisition (CAC). This shows you whether you should pursue a lead or not, and how valuable a lead actually is.
To do this, you need to know how much effort it took to win the sale — and Plaky’s time tracking integration with Clockify helps you do just that.
With this integration, every Item has a separate tab dedicated to time tracking. With every call, sales reps can input how much time it took from their day. Best of all, you can turn this time into billable time — yes, you won’t actually charge the client for the time, but you can use the results to calculate CAC easily.
Besides, you’ll also know how much time is wasted on meetings, CRM updates, etc. This way, you can eliminate unnecessary check-ins and make sure your team spends time on tasks that actually pay off.
Simplify sales workflows with Plaky by CAKE.com
Stop wasting time trying to organize your sales team by yourself — get Plaky by CAKE.com to help you!
Use the custom fields, views, and comments to make your process transparent and keep your team informed.
Take advantage of the Chart view and time tracking to improve decision making and check up on the health of your operation.
Streamline sales tasks through Plaky’s automation and save precious time.
Get everything you need to optimize sales — make the right decision with Plaky!
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