How can Trello be effectively utilized as a CRM tool for managing customer relationships and trackin

celino jewelry
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
October 28, 2024

 

 

How we can use Trello make better for our business Celino Jewerly?

How we can improve our business with Trello?

1 answer

0 votes
milynnus
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
October 29, 2024

@celino jewelry 

Definitely. For my own solo practice, I used other software / power up to enable new appointments, contacts, emails using template, send reminders for subscription etc. You can definitely enable sales funnel to create leads etc While I do not do much marketing of my service, it can be done. As a project management tool, you can use Trello “as is” or design your own project management system with automation. 

Just don’t expect it to be a like Salesforce or GHL. 

Suggest an answer

Log in or Sign up to answer
TAGS
AUG Leaders

Atlassian Community Events