How To Use Trello as a CRM for Entrepreneurs- Consultants- Coaches- Small Business Owners
Are you just starting out in business? Are you looking for a simple solution to keep track of your contacts, leads and customers?
Trello is a free. Here is the link to Trello. There are very few reasons to upgrade to a paid version, however they do offer a business class and a gold class. But for most people, they can use the free version of Trello.
Now granted, Trello is not a professional CRM program like Infusionsoft is. If you need really robust applications then you will have to look at solutions like Infusionsoft.
Trello is a great project management app that can be used for many different things in your home and in your business. We use Trello for remodeling our home. We use it for homeschool projects and household chores. We use it to run our company projects on and keep track of listing syndication projects.
I created this video tutorial below to show you how easy it is to set a Trello board up as a CRM, contact management system.
Trello is very beneficial to visual learners and tactical learners. I don't like spreadsheets. They drive me crazy. But I love the boards and cards that you use on Trello. It is visually appealing to me. You can use it on your desktop, iPad and iPhone. I like the app for it on the phone.
I go to Lowe's and snap a photo of something I want for the home and add it right into my home remodeling board. We went to Ikea and we took photos of the furniture and kitchen cabinets we want to buy and then placed them on my Trello board for Ikea hacks in home remodeling.
I recommend that you sign up for Trello through your gmail account; that way it is very easy to login and you can also email directly from Trello- it will open your default email program.
For Listing Experts Academy I will be doing a tutorial on how to set up your listing syndication board. Our VA team is being trained to use Trello so shortly they will be able to run your tasks in Trello for you.
Please use my link to sign up for Trello. I get credits, no money, just credits towards their gold service if you use my link. Since I don't use the gold version it really does not matter to me however I like to keep track of who is getting Trello because of my recommendation.