I am currently using the free version of ZOHO CRM in our organization. We also have the paid version of Campaigns.

Per our sales process, once we close a deal, we prepare a internal work order (currently prepared in Excel) and is sent to the respective departments to begin activation or implementation of software or service. There may be multiple departments kept in the loop. The implementation team acknowledges and begins the project. Once done, they update the status and send it back to our ClientServices team. 

Now, we plan to eradicate the excel and would want to have the "Internal work order" documented in our ZOHO CRM. 

Per my understanding, Tasks or Alerts would be something I could use to achieve this; however, there are a few limitations.

I would like your help and guidance on how I can easily achieve this without affecting or changing our current process in place.

regards,

Rajesh Mandaviya