Hi - I have started using trello for in our small business as a way to manage orders. I am struggling to find a good way to share our customer contact details. I want to find a way to have a single view of the customer and currently we use trello, exchange (outlook contacts) and Xero, each of which could conceiveable be used to store contact details. Ideally it would be possible to add Outlook contacts to trello cards so that each order is linked to a customer, but there is no power up I can see.
I have tried contalist, but my feeling is that it has a poor user interface and generally feels like something meant for programmers. I need something easy to use by the team. Perhaps I need to use google for contacts and try CRMble or similar. It just seems a shame that nobody has linked outlook contacts - the outlook email integration is very good..
I'd welcome ideas, ideally which use what we have already and don't require more than a few dollars a month (CRMble is $20 monthly as far as I can see)
@Patrick Welsh I'm a cofounder of SendBoard, the company behind Email for Trello. A lot of our customers track orders in Trello and use Email for Trello to engage with their contacts directly from the Trello card. Having all the order information and email communication on the card is a really neat way to track an order through a workflow. You can store customer name, email and telephone number against a contact, but it's not a full-blown CRM and there is no integration to Outlook. But it might be worth considering.
Congratulations to @Laura Holton , our latest winner of Taco Tuesday! And thanks to @Kristjan Geir Mathiesen - Origo for sharing the picture of Taco having fun with his new friend...
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