Lately, I’ve been doing a deep dive into Trello, a powerful project management software that can be used in numerous ways. I had heard about Trello before and used it as part of a team, but I wasn’t really excited about it.
Then one of my virtual assistant colleagues shared that she uses it to organize her client work. Intrigued, I scheduled a meeting with her to see how Trello might work for me. It sparked my creativity, and I immediately began to explore its potential.
One of my discoveries was a video of someone using Trello to manage their leads, contacts, and clients. I was hooked. All my spare time was spent experimenting with Trello, learning ways to set it up, and using it as my CRM (Customer Relationship Management).
Top Reasons to Use Trello as a CRM
Functionality: Trello provides you with numerous options to automate, organize, and connect your content. With Trello Power-Ups, you can integrate your Google Drive, Google Sheets, Gmail, and other apps to streamline everything into one centralized location.
Ease of Use: Trello is incredibly easy and fun to use. When you’re networking, simply open the Trello mobile app, and take a picture of the business cards you collect. They are automatically added to your board and contacts. This helps you stay on top of your connections, ensuring you remain connected and can refer them when needed.
Syncs Across All Devices: Trello synchronizes across all your devices, so your contacts are with you wherever you go. You can update them or access them from your cell phone. Recently, one of my contacts forgot our meeting, but all her information was at my fingertips, so I was able to call her right away and remind her.
Trello has become command central for my business, helping me create a CRM that’s the best system I’ve used by far. Trello offers incredible functionality for free, and because it’s fun and easy to use, it keeps me engaged and on top of my contacts.
Boost Your Customer Relationships with Trello
Using Trello as my CRM has been a game-changer compared to Excel. Its free functionality and user-friendly interface keep me engaged and organized.
Struggling with your customer relationships? Reach out and let’s find a solution together!