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How can Trello be effectively utilized as a CRM tool for managing customer relationships and trackin

celino jewelry
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October 28, 2024

 

 

How we can use Trello make better for our business Celino Jewerly?

How we can improve our business with Trello?

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milynnus
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October 29, 2024

@celino jewelry 

Definitely. For my own solo practice, I used other software / power up to enable new appointments, contacts, emails using template, send reminders for subscription etc. You can definitely enable sales funnel to create leads etc While I do not do much marketing of my service, it can be done. As a project management tool, you can use Trello “as is” or design your own project management system with automation. 

Just don’t expect it to be a like Salesforce or GHL. 

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