I need help with using Trello as a CRM and creating reports

Question

My reps use Trello as their CRM. Each rep has their own board where they have their customers, prospects etc

I have now employed a sales manager who wants to be able to pull reports on their activities. How many cold calls, how many customer visits, orders placed, new customers etc

Does anyone else use Trello in this way? I would love to hear how you get around these issues.

Robin Warren _Blue Cat Reports_ · Answer

Hi @Simonne Solarsh

I have seen a few other sales orgs using Trello like that. For reporting you could look at Blue Cat Reports which can pull data from multiple boards into a single dashboard (or dashboards) for you.

https://trello.com/power-ups/5d9c90aa18965066fcd44730/reports-by-blue-cat

There are some general examples of creating charts/reports for sales teams here

Happy to answer any questions you might have :)

Shailey Narula · Answer

Hi @Simonne Solarsh ,

You can try installing power up - https://trello.com/power-ups/5d367a59d5db032812ddbf22/time-tracking-reporting

Basis on time logged , you will be able to use it for your purpose.

Hope this helps.!

Thanks

Shailey