Connecting a project management tool
Stoloros can also reward delivered work: completed tasks, milestones and delivered projects from Wrike, Monday.com or Asana. The connections open as soon as each app is approved.
Next to the CRM, a team can connect a project management tool. Stoloros then reads completed tasks, milestones and delivered projects and turns them into points, with the same rules for all tools.
Status
- Today: a Project management tool card appears in the Manager area and at the CRM step of the setup wizard, with Wrike, Monday.com and Asana. Each shows as coming soon until its app is approved: for example Wrike — coming soon.
- Coming: a connect button for each tool. You will sign in to the tool and approve read-only access. Users are matched to team members by email address, like with a CRM.
- A project tool can be connected with or without a CRM. With a project tool alone, the team leaves demo data as well.
- Several project tools can be connected: the manager then picks the one that counts, see Several CRMs: which one counts?.