Alberto Estévez_qn3e7e Specialist

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  • 👋 Hi @Leanne Rich Alberto here from Crmble. Trello lets you, in fact, build a CRM system by combining several Power-ups or by using a more comprehensive all-in-one solution like Hipporello. With both, you can achieve excellent results. If you need to manage contacts, you might also want to look into our all-in-one solution…
    in How to Build CRM for Trade Only Sales Comment by Alberto Estévez_qn3e7e August 2023
  • Thank you ☺️
    in High fives 💙 to our community stars 🤩 Comment by Alberto Estévez_qn3e7e August 2023
  • You can also check out the Crmble Power-Up template. You can create contacts that you can link to cards to create deals. Contacts include a Role field, but you can customize Contact Fields and Deal fields according to your specific requirements. You can also edit the type of roles. It is basically a whole set of features…
    in Creating an Expanded Custom Field Comment by Alberto Estévez_qn3e7e May 2023
  • Olá @Natalia Tarraf Bertazzo. Talvez você possa se interessar em dar uma olhada no nosso Power-Up Crmble, especialmente projetado para adicionar funcionalidades de CRM ao Trello. Você pode usar este link para agendar uma demonstração de 15 minutos e decidir se o Crmble atende às suas necessidades. Por favor, note que as…
    in CRM Comment by Alberto Estévez_qn3e7e May 2023
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    in CRM Comment by Alberto Estévez_qn3e7e May 2023
  • Hi Kirsty, In addition to what Robin has suggested, here is some more info on how Crmble deals with contacts and cards. With Crmble you can manage contacts separately from cards and reuse them on multiple cards across multiple boards of your Crmble Team. You can customize your contacts by adding extra fields. Also, note…
    in Collating contacts Comment by Alberto Estévez_qn3e7e June 2022
  • Hi Omar. Not totally sure about the automation workflow with Crmble you mentioned. Currently, Crmble makes it possible to connect a Google Sheet with Crmble to create new Trello cards with Crmble Fields information when a new row is added to the Google Sheet via automation. I'm sure Integromat makes it possible to connect…
    in From Trello to Google Sheets Comment by Alberto Estévez_qn3e7e April 2022
  • Hi @Paul O_Neill I think you could open the board menu and follow back the board activity to check how or where the board was created from. Hope this helps. Cheers!
    in 📹 Favorite Trello templates Comment by Alberto Estévez_qn3e7e February 2022
  • Hi Kinga. Alberto from Crmble here to help. It is probably only a matter of assigning the second license to that second person. Please open Crmble using the Power-Up button at the top right corner of your board and head to the Crmble Team section you'll find in the lower left corner of the Crmble Power-Up window (bottom…
    in Crumble update Comment by Alberto Estévez_qn3e7e January 2022
  • Hi Borja. I guess the best way to schedule visits is to use Trello's automations. If your schedule is based on a fixed frequency like 5 days after every visit, you could create an automation where every time you mark a due date as completed (this would be the trigger), you could automatically create another due date for 5…
    in CRM & Trello Comment by Alberto Estévez_qn3e7e January 2022
  • Hi @Sistemas KCG As @Brittany Joiner pointed out this is not possible just yet. It is in our road map and it is definitely something we plan to release along 2022. We are priorizing Crmble Contacts which will be released before the end of this year. With Crmble Contacts we bring a new hierarchy level that will allow you to…
    in Limitar que los usuarios puedan ver tarjetas de otro usuario Comment by Alberto Estévez_qn3e7e October 2021
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