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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?

2 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

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



thanks- I'll check it out

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