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Looking for more features if they are available

Tanya Kline Peterson

I wonder if there are a few features available and if so, I would love to try them. I am a Realtor.

I have my checklist, but within my list, I have dates for items that need to be done but at certain times. I want to enter the date and time of a home photoshoot, and it shows up as a reminder on my calendar.

I want to put in a date that I sent something off, such as disclosures that they only get 5 days to review and then remind me that the 5 days is approaching to check-in.

I also want to enter what my commission is for each sale and for each item that I have to pay for, such as photos, etc., a spot where I can enter how much I paid for it and then a total at the end of the card of what I am getting paid and what I paid out to keep track of my expenses.

Also, can I share with each client their card so that they can see what has been done and what is needed to be done, and their timelines for things?

I also use Copper for my CRM that is run through Google. Is there a way that it can integrate rather than getting Salesforce?

Accepted answers

All comments

milynnus

@Tanya Kline Peterson

You have a long list of requirements that warrants a detailed study. Based on the projects I have worked on there are several pieces that fit nicely to what you need but it does depend on your actual requirement. As for CRM to Trello, it is important to look at whether there are api, webhook and email notification to client.

Vitaly Andrianov

@Tanya Kline Peterson

Hello Tanya

Regarding calculations of comission and much more inside Trello you can check out this Power-Up

! Smart Fields !

milynnus

@Tanya Kline Peterson

With Copper, how are you using it with Trello? What is the role of Trello?

milynnus

@Tanya Kline Peterson

Taking a closer look, here are some additional comments :

Checklist Item due dates will not show up as reminders on the calendar. Only card due dates will be displayed on the calendar.
Reminders can only be set for a card due date. To get a secondary reminder a proxy card can be used.
Smart Fields Power Up can be used but need to figure out how best to record this in Trello since expense items can vary across sales opportunities
Since client as board member will have access to all cards, you will probably need some web-app to share information with them. This can be some email Power Up that can make use of the custom fields. I have not come across one that can use the checklist items.

Vitaly Andrianov

@milynnus

Hello

You can track expences, leave comment for each transaction and see it in the history of Smart Fields. Also you can export all data to CSV and than import to Power BI or other analytics software.

The best way to try is to start from Advanced project budgeting and time tracking template from the Trello's template gallery.