{"id":9903,"date":"2025-09-10T11:42:52","date_gmt":"2025-09-10T11:42:52","guid":{"rendered":"https:\/\/plaky.com\/learn\/?p=9903"},"modified":"2026-03-30T15:10:05","modified_gmt":"2026-03-30T15:10:05","slug":"plaky-for-crm","status":"publish","type":"post","link":"https:\/\/plaky.com\/learn\/es\/plaky\/plaky-for-crm\/","title":{"rendered":"C\u00f3mo usar Plaky para CRM para mejorar las ventas y la fidelizaci\u00f3n de clientes"},"content":{"rendered":"\n<p class=\"translation-block\">Are you in <a href=\"https:\/\/plaky.com\/blog\/what-is-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">customer relationship management (CRM)<\/a> and searching for an efficient tool to tackle your work?<\/p>\n\n\n\n<p class=\"translation-block\">Well, look no further, as we have a top-notch solution for you. Underneath its checklists and timelines, Plaky actually has the building blocks of a <a href=\"https:\/\/plaky.com\/crm\" target=\"_blank\" rel=\"noreferrer noopener\">lightweight CRM tool<\/a>.&nbsp;<\/p>\n\n\n\n<p class=\"translation-block\">Besides monitoring projects and tasks, our platform lets you manage leads, track deals, and keep customer communication organized.<\/p>\n\n\n\n<p class=\"translation-block\">Keep reading to learn exactly how to use <a href=\"https:\/\/plaky.com\/\" type=\"link\" id=\"https:\/\/plaky.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky<\/a> by <a href=\"https:\/\/cake.com\/\" type=\"link\" id=\"https:\/\/cake.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">CAKE.com<\/a> for CRM!<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"600\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plaky-CRM-1-1-1-1.jpg\" alt=\"\" class=\"wp-image-9912\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plaky-CRM-1-1-1-1.jpg 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plaky-CRM-1-1-1-1-300x150.jpg 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plaky-CRM-1-1-1-1-1024x512.jpg 1024w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plaky-CRM-1-1-1-1-768x384.jpg 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plaky-CRM-1-1-1-1-18x9.jpg 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n<\/div>\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 id=\"why-you-need-a-crm-tool\" class=\"wp-block-heading translation-block\">Why you need a CRM tool<\/h2>\n\n\n\n<p class=\"translation-block\">CRM software is imperative if you find yourself in one of these groups:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Sales teams<\/strong> \u2014 tracking opportunities, deals, follow-ups, etc.,<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Marketing teams<\/strong> \u2014 segmenting audiences and tracking campaigns,<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Customer success and support teams <\/strong>\u2014 managing onboarding, renewals, and customer satisfaction,<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Executives and managers in sales<\/strong> \u2014 dealing with revenue tracking and KPIs, and<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Freelancers and small business owners<\/strong> \u2014 keeping track of projects and invoices.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">As soon as you have more than a handful of clients, tackling CRM via spreadsheets and scattered folders becomes messy and inefficient. In contrast, a dedicated CRM tool helps with:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Centralizing customer data<\/strong> \u2014 Store all relevant data in one place to avoid digging through emails or sticky notes.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Easy sales pipeline management<\/strong> \u2014 <a href=\"https:\/\/plaky.com\/blog\/lead-tracking\/\" target=\"_blank\" rel=\"noreferrer noopener\">Track leads<\/a> and deals through specific stages to achieve clarity and focus.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Better collaboration across teams <\/strong>\u2014 Ensure that everyone in your organization works off the same system, reducing <a href=\"https:\/\/plaky.com\/blog\/dangers-of-working-in-silos\/\" target=\"_blank\" rel=\"noreferrer noopener\">work in silos<\/a> (working in isolation).<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Improving sales and revenue <\/strong>\u2014 Gather insights from the tool to shorten the sales cycle and increase deal closure rates.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Customer service and retention<\/strong> \u2014 Look at the complete customer history to personalize your approach and strengthen customer loyalty.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">\n<div class=\"banner banner-dark plaky-gradient-default\">\n    <div class=\"banner-text lg:pr-[6rem]\">\n        <h2 class=\"translation-block text-2xl !mb-4\">Reliable CRM software<\/h2>\n        <p class=\"translation-block !text-sm\">Get rid of the chaos and streamline your CRM processes with unlimited boards and users. Try Plaky!<\/p>\n\n        <div class=\"banner-buttons d-flex space-x-4 translation-block\">\n            <a class=\"rounded-md px-6 py-2 bg-white\" href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\">Sign up<\/a>\n\n                            <a class=\"button-2\" href=\"https:\/\/plaky.com\" target=\"_blank\">Learn more<\/a>\n                    <\/div>\n    <\/div>\n\n    <div class=\"banner-image banner-image-right \">\n        <picture>\n            <source srcset=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/default@2x.png 2x\" alt=\"Illustration\"  media=\"(min-width: 1022px)\" \/>\n            <img decoding=\"async\" src=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/default.png\"  alt=\"Illustration\" \/>\n        <\/picture>\n    <\/div>\n<\/div>\n    <\/p>\n\n\n\n<h2 id=\"how-to-use-plaky-by-cake-com-for-crm-5-simple-steps\" class=\"wp-block-heading translation-block\">How to use Plaky by CAKE.com for CRM: 5 simple steps<\/h2>\n\n\n\n<p class=\"translation-block\">Plaky can help you simplify and monitor various aspects of CRM. Here are 5 steps you can follow or adjust to your specific CRM needs.<\/p>\n\n\n\n<h3 id=\"1-create-relevant-boards\" class=\"wp-block-heading translation-block\">#1 Create relevant boards<\/h3>\n\n\n\n<p class=\"translation-block\">Start by mapping out your CRM workflow in Plaky. The best way to approach this is to create different boards mirroring your customer journey \u2014 for example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Contacts\/accounts <\/strong>\u2014 all customers\/companies with details like industry, notes, and contact info,<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Leads\/prospects<\/strong> \u2014 new potential customers with appropriate stages (e.g., <em>New, Contacted, Qualified<\/em>),<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Deals\/opportunities (pipeline)<\/strong> \u2014 the heart of most CRM workflows, with stages such as <em>Prospecting<\/em>, <em>Negotiation<\/em>, and <em>Closed<\/em>,<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Customer success\/account management <\/strong>\u2014 ongoing client relationships after the deal closes, and<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Supplementary boards <\/strong>\u2014 daily tasks, marketing campaigns, partnerships, etc.<\/li>\n<\/ul>\n\n\n\n<p class=\"custom-btn translation-block\"><a href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">Build intuitive boards with Plaky<\/a><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"751\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plaky-makes-deal-tracking-feel-organized-and-actionable.png\" alt=\"Deals project board in Plaky project management software\" class=\"wp-image-9914\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plaky-makes-deal-tracking-feel-organized-and-actionable.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plaky-makes-deal-tracking-feel-organized-and-actionable-300x188.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plaky-makes-deal-tracking-feel-organized-and-actionable-1024x641.png 1024w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plaky-makes-deal-tracking-feel-organized-and-actionable-768x481.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plaky-makes-deal-tracking-feel-organized-and-actionable-18x12.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Plaky makes deal tracking feel organized and actionable<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">Creating a board in Plaky takes just a few clicks. There are 2 ways to approach this:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Rely on <\/strong><a href=\"https:\/\/plaky.com\/templates\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Plaky\u2019s template center<\/strong><\/a> \u2014 Save time by picking one of our ready-made customizable templates (e.g., <a href=\"https:\/\/plaky.com\/templates\/deals\" target=\"_blank\" rel=\"noreferrer noopener\">deals<\/a>, <a href=\"https:\/\/plaky.com\/templates\/customer-inquiries\" target=\"_blank\" rel=\"noreferrer noopener\">customer inquiries<\/a>).<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Build boards from scratch<\/strong> \u2014 <a href=\"https:\/\/plaky.com\/features\/fields\" target=\"_blank\" rel=\"noreferrer noopener\">Add custom fields<\/a> one by one to specify different types of data (text, numbers, dates, links, and more).<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">In other words, <strong>Plaky can double as a CRM tool and general work management software<\/strong>. All of this makes our platform highly flexible without compromising the ease of use, which is vital for new or non-technical users.<\/p>\n\n\n\n<p class=\"has-background translation-block\" style=\"background-color:#e5f6fe\">\ud83d\udca1 Switching to Plaky and are worried about losing data from your previous CRM tool? Here\u2019s how to transfer data to Plaky with ease:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Plaky Tutorial: Import Data Into Plaky\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/CkP5eDvlV_E?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 id=\"2-automate-operations-where-possible\" class=\"wp-block-heading translation-block\">#2 Automate operations where possible<\/h3>\n\n\n\n<p class=\"translation-block\">Take advantage of <a href=\"https:\/\/plaky.com\/features\/automations\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky\u2019s board automations<\/a> to save time and minimize human error. These are no-code automations, which means anyone can set them up (no developer required).<\/p>\n\n\n\n<p class=\"translation-block\">Essentially, you set up <strong>triggers, optional conditions, and results<\/strong> \u2014 <em>\u201cWhen this happens, then do that\u201d <\/em>logic.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"726\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/trigger-condition-result.png\" alt=\"\" class=\"wp-image-9915\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/trigger-condition-result.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/trigger-condition-result-300x182.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/trigger-condition-result-1024x620.png 1024w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/trigger-condition-result-768x465.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/trigger-condition-result-18x12.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n<\/div>\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"translation-block\">Here are some automation examples you might find useful for CRM:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Lead assignment <\/strong>\u2014 Automatically assign new leads to the right rep based on product or territory.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Pipeline stage updates<\/strong> \u2014 When a deal moves to<em> Proposal Sent<\/em>, change its probability and add a due date.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Notification triggers<\/strong> \u2014 Alert a manager when a high-value deal moves stages.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">The main benefit is that automations keep your pipeline moving smoothly without requiring constant manual input.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"596\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Each-rule-element-in-Plaky-is-adjustable-for-full-precision.png\" alt=\"Setting up board automations in Plaky project management software\" class=\"wp-image-9916\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Each-rule-element-in-Plaky-is-adjustable-for-full-precision.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Each-rule-element-in-Plaky-is-adjustable-for-full-precision-300x149.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Each-rule-element-in-Plaky-is-adjustable-for-full-precision-1024x509.png 1024w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Each-rule-element-in-Plaky-is-adjustable-for-full-precision-768x381.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Each-rule-element-in-Plaky-is-adjustable-for-full-precision-18x9.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Each rule element in Plaky is adjustable for full precision<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">However, there are also cases when automations might not be the best idea, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Complex problem-solving<\/strong> \u2014 Customer issues or complaints that require discussion shouldn\u2019t move automatically.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Sensitive data handling<\/strong> \u2014 Automating access or visibility of private client info could create privacy risks.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">Put simply, you should<strong> automate routine and predictable workflow steps and avoid automating anything that requires human judgement<\/strong>.<\/p>\n\n\n\n<div class=\"wp-block-group pro-tip\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"translation-block\"><strong>\ud83d\udca1 Plaky Pro Tip<\/strong><\/p>\n\n\n\n<p class=\"translation-block\">Want a detailed, step-by-step guide on applying automations in Plaky? Read this:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/learn\/plaky\/board-automations-for-workflow-optimization\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Use Plaky\u2019s Board Automations to Optimize Your Workflow<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<h3 id=\"3-visualize-data-and-monitor-progress\" class=\"wp-block-heading translation-block\">#3 Visualize data and monitor progress<\/h3>\n\n\n\n<p class=\"translation-block\">Switch between different board views depending on what you need to track and analyze. Plaky has:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Table view<\/strong> \u2014 a spreadsheet-like view, best for quick data entry, bulk actions, sorting, and filtering,<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/kanban-tool\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Kanban view<\/strong><\/a> \u2014 columns with cards moving through stages (e.g., <em>Prospect<\/em> \u2192 <em>Proposal<\/em> \u2192 <em>Negotiation<\/em> \u2192 <em>Closed<\/em>), perfect for your sales pipeline,<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/gantt-chart-software\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Gantt chart view<\/strong> <\/a>\u2014 a timeline view that lets you see overlapping items and avoid bottlenecks, ideal for managing time-sensitive tasks, and<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/features\/chart-view\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Chart view<\/strong><\/a> \u2014 pie and bar charts showing proportions and distribution, excellent for comparison over time or across team members.<\/li>\n<\/ul>\n\n\n\n<p class=\"custom-btn translation-block\"><a href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">Get Plaky by CAKE.com for free<\/a><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"744\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plakys-customizable-Kanban-view-is-perfect-for-progress-tracking.png\" alt=\"Kanban view in Plaky project management software\" class=\"wp-image-9917\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plakys-customizable-Kanban-view-is-perfect-for-progress-tracking.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plakys-customizable-Kanban-view-is-perfect-for-progress-tracking-300x186.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plakys-customizable-Kanban-view-is-perfect-for-progress-tracking-1024x635.png 1024w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plakys-customizable-Kanban-view-is-perfect-for-progress-tracking-768x476.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plakys-customizable-Kanban-view-is-perfect-for-progress-tracking-18x12.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Plaky\u2019s customizable Kanban view is perfect for progress tracking<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">Moreover, it\u2019s crucial to <strong>regularly review data<\/strong> in order to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Monitor <a href=\"https:\/\/plaky.com\/blog\/kpi-project-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">project KPIs<\/a> (like the number of new leads or deals won\/lost),<\/li>\n\n\n\n<li class=\"translation-block\">Spot underperforming campaigns or stalled deals and react accordingly,<\/li>\n\n\n\n<li class=\"translation-block\">Prioritize work and adjust <a href=\"https:\/\/plaky.com\/blog\/lead-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">lead management<\/a>, and<\/li>\n\n\n\n<li class=\"translation-block\">Get realistic ideas about future planning and revenue expectations.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">Plaky\u2019s <a href=\"https:\/\/plaky.com\/features\/activity-log\" target=\"_blank\" rel=\"noreferrer noopener\">activity log<\/a> is the backbone of monitoring progress. It\u2019s a chronological record of every interaction and update on the platform. You\u2019ll always know who did what and when \u2014 changes to statuses, deadlines, planned calls, and anything else you track using the app.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"746\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Its-easy-to-stay-informed-with-Plakys-activity-log.png\" alt=\"Activity log in Plaky project management software\" class=\"wp-image-9918\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Its-easy-to-stay-informed-with-Plakys-activity-log.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Its-easy-to-stay-informed-with-Plakys-activity-log-300x187.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Its-easy-to-stay-informed-with-Plakys-activity-log-1024x637.png 1024w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Its-easy-to-stay-informed-with-Plakys-activity-log-768x477.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Its-easy-to-stay-informed-with-Plakys-activity-log-18x12.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">It&#8217;s easy to stay informed with Plaky&#8217;s activity log<\/figcaption><\/figure>\n<\/div>\n\n\n<h3 id=\"4-communicate-with-team-members\" class=\"wp-block-heading translation-block\">#4 Communicate with team members<\/h3>\n\n\n\n<p class=\"translation-block\">A CRM setup is more than just data and boards. Your goal is to keep your team aligned and ensure everyone\u2019s up-to-date at all times. Shared context and transparency prevent issues like forgetting leads or double-contacting clients.<\/p>\n\n\n\n<p class=\"translation-block\">So, keep your team communication and collaboration within Plaky as much as possible to avoid lost emails and messy folders. The main features here are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/features\/comments\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Comments<\/strong><\/a><strong> &amp; @mentions<\/strong> \u2014 Leave feedback and remarks directly within items tied to a certain customer. Tag teammates to quickly get their attention and replace unnecessary replies with emoji reactions.<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/features\/notifications\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Notifications<\/strong><\/a> \u2014 Rely on real-time notifications, keeping the whole team in the loop when there are changes in items they\u2019re subscribed to.<\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/plaky.com\/features\/files\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Files<\/strong><\/a> \u2014 Attach contracts, proposals, presentations, etc. so that the relevant teammates have easy access to them without chasing down email attachments.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Link field<\/strong> \u2014 For reference materials that aren\u2019t files, simply add URLs in link fields (e.g., a client\u2019s website, LinkedIn profiles, a shared document online).<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"793\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Use-Plakys-comment-section-for-smooth-team-communication.png\" alt=\"Comments in Plaky project management software\" class=\"wp-image-9919\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Use-Plakys-comment-section-for-smooth-team-communication.png 800w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Use-Plakys-comment-section-for-smooth-team-communication-300x297.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Use-Plakys-comment-section-for-smooth-team-communication-150x150.png 150w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Use-Plakys-comment-section-for-smooth-team-communication-768x761.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Use-Plakys-comment-section-for-smooth-team-communication-12x12.png 12w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><figcaption class=\"wp-element-caption\">Use Plaky&#8217;s comment section for smooth team communication<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">All these Plaky features prevent lost data and make it easy to onboard new team members since they can see all the relevant info and files in one place.<\/p>\n\n\n\n<p class=\"translation-block\">\n<div class=\"banner banner-dark plaky-gradient-features\">\n    <div class=\"banner-text lg:pr-[6rem]\">\n        <h2 class=\"translation-block text-2xl !mb-4\">Powerful team collaboration software<\/h2>\n        <p class=\"translation-block !text-sm\">The road to success is paved with smooth team collaboration. Plaky by CAKE.com provides that and so much more!<\/p>\n\n        <div class=\"banner-buttons d-flex space-x-4 translation-block\">\n            <a class=\"rounded-md px-6 py-2 bg-white\" href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\">Sign up<\/a>\n\n                            <a class=\"button-2\" href=\"https:\/\/plaky.com\" target=\"_blank\">Learn more<\/a>\n                    <\/div>\n    <\/div>\n\n    <div class=\"banner-image banner-image-middle \">\n        <picture>\n            <source srcset=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/features@2x.png 2x\" alt=\"Illustration\"  media=\"(min-width: 1022px)\" \/>\n            <img decoding=\"async\" src=\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/features.png\"  alt=\"Illustration\" \/>\n        <\/picture>\n    <\/div>\n<\/div>\n    <\/p>\n\n\n\n<h3 id=\"5-refine-your-approach-as-needed\" class=\"wp-block-heading translation-block\">#5 Refine your approach as needed<\/h3>\n\n\n\n<p class=\"translation-block\">Don\u2019t forget that your workflow must evolve as your team and clients do. In Plaky, you can refine CRM processes by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Editing\/deleting boards and items <\/strong>\u2014 Adapt your workflows in just a few clicks as your process changes.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Updating\/deleting automations<\/strong> \u2014 Avoid clutter and errors by updating or removing automations when board content changes.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Adding\/removing team members<\/strong> \u2014 Keep your CRM aligned with your current staffing.<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Updating <\/strong><a href=\"https:\/\/plaky.com\/features\/user-roles\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>user roles &amp; permissions<\/strong><\/a> \u2014 Control access to sensitive data by involving only the relevant team members.<\/li>\n<\/ul>\n\n\n\n<p class=\"translation-block\">And don\u2019t worry if you change your mind about deleting something \u2014 Plaky stores deleted boards and items in the Trash section of the app for the next 30 days. This means you can restore them within that period.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"620\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plaky-temporarily-saves-deleted-boards-and-items.png\" alt=\"Trash section in Plaky project management software\" class=\"wp-image-9921\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plaky-temporarily-saves-deleted-boards-and-items.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plaky-temporarily-saves-deleted-boards-and-items-300x155.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plaky-temporarily-saves-deleted-boards-and-items-1024x529.png 1024w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plaky-temporarily-saves-deleted-boards-and-items-768x397.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plaky-temporarily-saves-deleted-boards-and-items-18x9.png 18w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Plaky temporarily saves deleted boards and items<\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">All in all, regularly reviewing and refining your approach keeps it efficient, with benefits such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Smoother workflows <\/strong>\u2014 eliminating bottlenecks and making tasks flow more naturally,<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Fewer errors<\/strong> \u2014 cleaning up duplicate or outdated info for better focus, and<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Improved consistency<\/strong> \u2014 standardizing fields and processes to boost reliability.<\/li>\n<\/ul>\n\n\n\n<h2 id=\"use-a-reliable-and-secure-crm-tool-plaky-by-cake-com\" class=\"wp-block-heading translation-block\">Use a reliable and secure CRM tool \u2014 Plaky by CAKE.com<\/h2>\n\n\n\n<p class=\"translation-block\">In the end, CRM comes down to having an efficient system you can trust. Plaky delivers on that since it\u2019s easy to use while providing <a href=\"https:\/\/cake.com\/security\" target=\"_blank\" rel=\"noreferrer noopener\">enterprise-grade security<\/a>.<\/p>\n\n\n\n<p class=\"translation-block\">What\u2019s more, Plaky\u2019s pricing makes it accessible to everyone \u2014 large companies, <a href=\"https:\/\/plaky.com\/learn\/plaky\/plaky-for-growing-teams\/\" target=\"_blank\" rel=\"noreferrer noopener\">growing teams<\/a>, and solo users alike.<\/p>\n\n\n<div class=\"wp-block-image translation-block\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"960\" src=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plakys-pricing.png\" alt=\"Plaky pricing plans\" class=\"wp-image-9922\" srcset=\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plakys-pricing.png 1200w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plakys-pricing-300x240.png 300w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plakys-pricing-1024x819.png 1024w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plakys-pricing-768x614.png 768w, https:\/\/plaky.com\/learn\/wp-content\/uploads\/2025\/09\/Plakys-pricing-15x12.png 15w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\"><a href=\"https:\/\/plaky.com\/pricing\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky\u2019s pricing<\/a><\/figcaption><\/figure>\n<\/div>\n\n\n<p class=\"translation-block\">Lastly, it\u2019s important to mention mobile access. Frankly speaking, client work doesn&#8217;t always happen only at the desk, and with <a href=\"https:\/\/plaky.com\/apps\" target=\"_blank\" rel=\"noreferrer noopener\">Plaky\u2019s mobile app<\/a> (iOS and Android), you can check progress and stay aligned with your team no matter where you are.<\/p>\n\n\n\n<p class=\"translation-block\"><em>Get the CRM power your team needs, without extra cost or complexity. Try Plaky!<\/em><\/p>\n\n\n\n<p class=\"custom-btn translation-block\"><a href=\"https:\/\/app.plaky.com\/signup\" target=\"_blank\" rel=\"noreferrer noopener\">Get Plaky by CAKE.com today<\/a><\/p>\n\n\n\n<p class=\"translation-block\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Descubre c\u00f3mo los profesionales de ventas usan Plaky para CRM para impulsar el crecimiento. Puedes hacer lo mismo siguiendo 5 sencillos pasos.<\/p>","protected":false},"author":34,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[28,11],"tags":[],"class_list":["post-9903","post","type-post","status-publish","format-standard","hentry","category-business","category-plaky"],"acf":[],"_links":{"self":[{"href":"https:\/\/plaky.com\/learn\/es\/wp-json\/wp\/v2\/posts\/9903","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/plaky.com\/learn\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/plaky.com\/learn\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/plaky.com\/learn\/es\/wp-json\/wp\/v2\/users\/34"}],"replies":[{"embeddable":true,"href":"https:\/\/plaky.com\/learn\/es\/wp-json\/wp\/v2\/comments?post=9903"}],"version-history":[{"count":13,"href":"https:\/\/plaky.com\/learn\/es\/wp-json\/wp\/v2\/posts\/9903\/revisions"}],"predecessor-version":[{"id":12265,"href":"https:\/\/plaky.com\/learn\/es\/wp-json\/wp\/v2\/posts\/9903\/revisions\/12265"}],"wp:attachment":[{"href":"https:\/\/plaky.com\/learn\/es\/wp-json\/wp\/v2\/media?parent=9903"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/plaky.com\/learn\/es\/wp-json\/wp\/v2\/categories?post=9903"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/plaky.com\/learn\/es\/wp-json\/wp\/v2\/tags?post=9903"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}