Let\u2019s take a look at why you should use Plaky for sales, as well as the best setup for your sales board.<\/p>\n\n\n\n Sales teams that want to improve their workflows and boost teamwork are turning to Plaky. <\/p>\n\n\n\n Let\u2019s see what makes Plaky perfect for sales.<\/p>\n\n\n\n The phrase \u201ctime is money<\/em>\u201d might be a clich\u00e9, but it\u2019s pretty accurate in sales project management<\/a>. Because Plaky\u2019s so easy to use, you\u2019ll save time you\u2019d otherwise spend onboarding employees<\/a> \u2014 so it saves you money, too.<\/p>\n\n\n\n Every feature is intuitive, so getting used to the app takes little to no time at all. This isn\u2019t just important for you and your team \u2014 it\u2019s vital for client onboarding too.<\/p>\n\n\n\n Don\u2019t waste time \u2014 get Plaky today!<\/a><\/p>\n\n\n\n Sales reps also deal with lots of client info \u2014 most of which is sensitive, and shouldn\u2019t fall into the wrong hands.<\/p>\n\n\n\n Plaky makes sure all data stored on the app is safe by complying with the latest security standards, like:<\/p>\n\n\n\n Plus, every step of Plaky\u2019s development process is done through secure personnel, testing, and cloud storage.<\/p>\n\n\n\n Plaky\u2019s maintenance is also the most reliable you can get \u2014 its servers have a 99.99% uptime. So you can be sure you\u2019ll never be in sticky situations where client info is unavailable and a sales rep needs it.<\/p>\n\n\n\n Sales can be unpredictable \u2014 if a potential client asks to meet in-person, you need to be prepared. <\/p>\n\n\n\n Luckily, Plaky can stay with you on the go with its nifty mobile app. All client info is at your fingertips \u2014 you\u2019re ready for that unexpected call whenever and wherever. <\/p>\n\n\n\n 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.<\/p>\n\n\n\n Basically, the Plaky mobile app<\/a> makes sure the whole team stays up to date, no matter where they are.<\/p>\n\n\n\n Plaky is one of the most affordable PM tools out there \u2014 with it, you can reduce costs and get quick ROI.<\/p>\n\n\n\n Simply choose the plan that best fits your workflow:<\/p>\n\n\n\n \n Get the best tool to manage your sales workflow, at the best price. Don\u2019t waste time \u2014 get Plaky today! <\/p>\n\n Plaky\u2019s core principles align with what sales teams need. But what about the real meat and potatoes \u2014 the features it offers?<\/p>\n\n\n\n Here\u2019s a step-by-step guide of everything you can do to create a perfect sales campaign board in Plaky.<\/p>\n\n\n\n We already mentioned that onboarding to Plaky takes no time at all \u2014 but that\u2019s not the only reason setting up a board is easy.<\/p>\n\n\n\n Plaky also offers a bunch of ready-made templates to get right into your work. There\u2019s many to choose from, but the best ones for sales teams are:<\/p>\n\n\n\n There are even more options in Plaky\u2019s template center<\/a> \u2014 from client contact lists to straightforward project management templates. So, you\u2019re sure to find one that\u2019ll fit your team. <\/p>\n\n\n \ud83d\udca1 Plaky pro tip<\/strong><\/p>\n\n\n\n Want more templates that can improve your sales process? Check out this useful article:<\/p>\n\n\n\n With Plaky, you get transparency across the board thanks to different <\/strong>board views<\/strong><\/a>.<\/strong><\/p>\n\n\n\n The best view for sales teams is Kanban<\/a> \u2014 it\u2019s the perfect way to visualize your sales pipeline. <\/p>\n\n\n\n View your tasks as cards and divide them into groups that can represent any custom Field<\/a>. 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.<\/p>\n\n\n\n This way, updating the progress of deals on the board feels intuitive and takes no time at all.<\/p>\n\n\n\n You can also take advantage of the Table view and the full transparency it offers. You\u2019ll have a clear overview of all task data.<\/p>\n\n\n Now that everything is set up, it\u2019s time to optimize it.<\/p>\n\n\n\n Plaky\u2019s automations<\/a> help you shorten the sales cycle by getting rid of the excess tasks that don\u2019t need to be performed by your team. Why do something that Plaky can do for you?<\/p>\n\n\n\n All manual processes and responsibilities on the board can be erased through automation. This way, your team doesn\u2019t suffer from work overload, and you make sure there are no errors due to user input.<\/p>\n\n\n\n This is because every automation is built as an \u201cIF-THEN\u201d function \u2014 meaning it happens the same way every time. For example, \u201cIF a sale status is set to \u2018won\u2019, move the item to \u2018Done\u2019 and notify the manager.<\/em>\u201d With Plaky task automation, you took away 2 steps a sales rep needs to take whenever they make a sale.<\/p>\n\n\n \ud83d\udca1 Plaky pro tip<\/strong><\/p>\n\n\n\n If you want to make the most out of Plaky\u2019s automations, check out this amazing guide:<\/p>\n\n\n\n Following up with potential clients is key \u2014 however, with a ton of work and a bajillion clients to call, it\u2019s easy to forget one or two follow-ups.<\/p>\n\n\n\n What your team needs are constant reminders. But if that falls down to you, you\u2019ll never have any time for managerial work. So, leave it up to Plaky!<\/p>\n\n\n\n With conditional coloring<\/a>, you can set up an automation that\u2019s triggered based on specific dates. After the trigger happens, you can assign a specific color to the whole task.<\/p>\n\n\n\n For example, you can set up a condition to color the page red if the \u201cDate contacted<\/em>\u201d 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. <\/p>\n\n\n 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\u2019t catch up with sales progress easily or they can\u2019t find client info, the sale is as good as lost.<\/p>\n\n\n\n Plaky makes sure client info is never misplaced by giving you a set place to store it \u2014 the file sharing tab<\/a>. With a dedicated space in each Item to share files, your team members will always know where they can find client data.<\/p>\n\n\n\n This means you don\u2019t need to rely on your team members to pass on all information during client handoff. <\/p>\n\n\n\n Instead, you can have 1 reliable source of truth \u2014 Plaky.<\/p>\n\n\n\n Plus, if there\u2019s anything they need to clarify, they can just leave a comment @mentioning<\/a> another sales rep for any question they have. Then, the answer stays in that comment thread, available to team members with the same question \u2014 saving time and <\/em>boosting teamwork. <\/p>\n\n\n\n On top of this, comments in Plaky have direct replies, so if multiple people are communicating, there\u2019s no confusion about who\u2019s talking to who. These reply threads also sort information more clearly, so finding info in old conversations doesn\u2019t take a while.<\/p>\n\n\n \n Never want to be a walkie-talkie for your team again? Get clear communication in your team with Plaky by CAKE.com!<\/p>\n\n You can\u2019t be sure a new workflow is working without analyzing your team\u2019s success.<\/p>\n\n\n\n That\u2019s why you need a reality check \u2014 in the form of the Chart view in Plaky<\/a>. It\u2019ll clearly and visually distill all data from your board in the form of a pie or bar chart. <\/p>\n\n\n\n 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<\/a> for sales teams, like:<\/p>\n\n\n\n These results are tied to your board in real time so you get instant updates.<\/p>\n\n\n\n They help you make better decisions for future work by showing how you should allocate resources<\/a>. For example, if most of your sales wins come from a specific industry (which you can track with a custom Tag<\/em> Field), you know where to focus your sales efforts. <\/p>\n\n\n 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<\/em> is.<\/p>\n\n\n\n![\"Plaky_BP_cover_-_Plaky_for_sales_teams\"](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/02\/Plaky_BP_cover_-_Plaky_for_sales_teams-1.jpg\")
<\/figure>\n\n\n\nWhy sales teams turn to Plaky by CAKE.com<\/h2>\n\n\n\n
#1 Simple onboarding <\/h3>\n\n\n\n
#2 Great information security<\/h3>\n\n\n\n
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#3 Useful mobile app<\/h3>\n\n\n\n
#4 Affordable subscription plans<\/h3>\n\n\n\n
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The best, at a bargain!<\/h2>\n
![\"Illustration\"](\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/pricing@2x.png)
\n <\/picture>\n <\/div>\n<\/div>\n <\/p>\n\n\n\nHow to use Plaky by CAKE.com to lead a successful sales campaign<\/h2>\n\n\n\n
#1 Set up your system easily with sales templates<\/h3>\n\n\n\n
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![\"Plaky's](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/02\/Setting-up-in-2-clicks-with-Plakys-customer-inquiries-template.png\")
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#2 See everything on your board with custom views<\/h3>\n\n\n\n
![\"Plaky's](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/02\/Updating-client-status-with-drag-and-drop-in-Plakys-Kanban.png\")
#3 Automate the sales pipeline<\/h3>\n\n\n\n
![\"Board](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/02\/Automating-the-sales-pipeline-in-Plaky.png\")
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#4 Set clear reminders <\/h3>\n\n\n\n
![\"Conditional](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/02\/Creating-automated-reminders-with-conditional-coloring-in-Plaky.png\")
#5 Manage client handoff without a hitch<\/h3>\n\n\n\n
![\"](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/02\/Communicate-effectively-through-client-handoff.png\")
Get your team on the same page<\/h2>\n
![\"Illustration\"](\"https:\/\/plaky.com\/learn\/wp-content\/themes\/cake-learn\/src\/images\/plaky\/banners\/features@2x.png)
\n <\/picture>\n <\/div>\n<\/div>\n <\/p>\n\n\n\n#6 Track sales success with the Chart view<\/h3>\n\n\n\n
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![\"Chart](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/02\/Seeing-how-many-sales-turned-to-demos-in-the-Chart-view.png\")
#7 Determine CAC with time tracking <\/h3>\n\n\n\n
![\"Time](\"https:\/\/plaky.com\/learn\/wp-content\/uploads\/2026\/02\/Tracking-time-with-Plakys-Clockify-integration-1.png\"){kind=tracking}