Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Atlassian Community about banner
Community Members
Community Events
Community Groups

Building a list with client infos

Hi there

I need a list, where I can gather informations on my clients.

Details could be name, company, contact informations, login informations to their website etc., color codes in their logo, ...

Maybe combined with a CRM light, where possible to add an alert about when to check up on client.

Anyone with same issue, or even better: anyone with a great solution? 😊

Best from Jeppe

4 answers

1 vote
Brittany Joiner Community Leader Aug 07, 2021

@Jeppe Klausen Check out the Crmble power-up! It’s built for exactly this. Just add it and out of the box you’ll have access to custom fields for contact details and using list stages for helping to manage the flow of those contacts. 

Yes, this looks like what I need – thanx a lot 😉

Like G subramanyam likes this

@Jeppe Klausen 

Try Contalist. It might work for you. It has forms that allows you to collect custom info which you can use in email / SMS templates and simple automation. 

0 votes
G subramanyam Community Leader Aug 07, 2021

Hi @Jeppe Klausen thank you for the reply.

Here's the official Trello persona template that might be useful for your ask.

Stay safe and stay healthy.

This does not look like link you sent earlier. Link here is just a board, or do I not understand you correct?

0 votes
G subramanyam Community Leader Aug 07, 2021

Hi @Jeppe Klausen welcome to the Atlassian community.

I see your post category in Trello, however your query looks general irrespective of Trello category.

Coming to your query, Atlassian has an inbuilt persona template and you can get on this template link 

And here's a detailed approach for craft your customer persona 

Stay safe and stay healthy.

Hi there

Yes, I am using Trello and would like some similar like your link to work in Trello.
Any ideas here?

Like G subramanyam likes this

Suggest an answer

Log in or Sign up to answer
Community showcase
Posted in Trello

Taco Tuesday: New years' resolutions with Trello

Congratulations to @Laura Holton , our latest winner of Taco Tuesday! And thanks to @Kristján Geir Mathiesen for sharing the picture of Taco having fun with his new friend  B...

2,303 views 28 40
Join discussion

Community Events

Connect with like-minded Atlassian users at free events near you!

Find an event

Connect with like-minded Atlassian users at free events near you!

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you