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CRM & Trello

I currently use Copper as our CRM system.  It works great but the card functionality in Trello seems to give us a better perspective on what is actually happening.  Does anyone use Trello as a CRM system instead of something like Sales Force or Copper?

3 answers

1 accepted

Thanks- this is what I was looking for.  

Like # people like this
Brittany Joiner Community Leader Jun 01, 2021

@Treichert  The team is also super responsive and helpful if you have any questions or need to dive into any specific features. Lot's of getting started content and videos to guide you all the way through, and live chat on the site if you have any questions you don't see immediate answers to!

Like Antonio Panea likes this

Hello

I use Trello as CRM recently, but I need a function like a schedule planer for visit to costumer. This is possible in other app, Portatour.

In may board, every target is a costumer and I visit it with a frecuency, besides I need to fix a job schedule: hours, days, priority and ubicaction to make my schedule visits.

Would it be possible?

Currently I use advance checklist to use several dates but it isn't enought

Let me know about a powerd-up or an specific workflow.
Thanks in advance

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 days later (this would be the action). This may solve your recurring visits scheduling needs. Are you using Crmble to manage your clients/leads in Trello? Cheers!

Like Brittany Joiner likes this

Thanks for your answer.

I need different frequencies for every group of clients. I don't know who a trigger can do that.

I use a target like a customer file, where I enter all information: contacts, tasks, future visits, conversation, etc.... I am the only user on my board, I don't share anything with anyone.

I need to plan the number of visits per day, based on hours of work, days off, vacations etc, Portatour has a great solution for that.

Currently, I try the free Crmbel version, but I think it isn't for me because I don't need the reports or dashboard.

Like Brittany Joiner likes this
0 votes
Melo Community Leader Jun 01, 2021

I don't think I would use Trello for a CRM solution, have you tried Insight? It's terrific!

Cheers,

Melo

thanks- I'll check it out

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