Membership Mgt & CRM

Question

We are looking for a platform to add our community members to, run a template of actions that need to be performed for each member (specific emails day 1, day 2, add to internal documents) and then act as a database of member information like address, contact info and events they have attended.

Can Trello do this?

Thank you.

Angela Agel · Answer

Thank you very much.  Researching them now.  I greatly appreciate your guidance.  HAve a great day!

milynnus · Answer

@Angela Agel

From you brief description, it appears you need a contact management system that allows you to automate based on emails by days and allowing you to collect documents and other details like address and records of events on the Trello.

You can handle this by using some email power up but my recommendation with be to investigate the use of Contalist - using its forms, Smartlinks, action (emails) etc to handle the management of your community members.