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Hello Trello Community. I am a real estate investor using Trello as my make shift CRM and my primary way of getting leads is by door knocking…
I have various list representing the different stages of the lead lifecycle, and use the map feature to locate the leads when I want to door knock.
However at the end of each week I would like to see a log of my activity - ie, how many doors I knocked, how many of those people answered, out of those people who answered how many were not interested , warm lead etc etc.
Currently I do not have this ability with my make shift Trello CR. My current process after I knock the door is the just leave a comment as to what happened then move the trello card into the appropriate list and or add some descriptive labels.
My question to the community is as follows … Is there a power up / method I can use to after I knock the door log the result of what happened in the trello card that I can then feed into some sort of dash board? I would like to be able to start tracking this data so ideally at the end of the day / week / month I can see a overview of how many doors I knocked, how many contacts I made, out of those contacts how many were interested vs not interested , how many meetings I set etc etc etc
Any suggestions are very much appreciated.
Hi @Max ,
welcome to the community! Toni, Founder of Crmble CRM here.
If you are looking for a CRM in Trello I would suggest to take a look into Crmble Power-Up. (https://trello.com/power-ups/5e5e8b4b55a4ea5fedc0dafa/crmble)
We include Dashboard so with just one quick look, you can see all the essential stats about your won deals!
Simply activate which widgets you want to keep an eye on, like your goal, top-selling products, top sellers, and won and lost deals.
if you need anything else just let me know!