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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?
@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!
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!
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.