User Review
( votes)Hi.
So I ve been jumping around programs and I am very familiar to Trello.
However Trello is never recommended as a CRM and that's understandable since it not advertised for that.
Still I think it works great as a CRM using the premium version where custom fields can be added, then keeping a simple kanban view of
New leads > contacted leads > hot leads > closed/lost
By using third party apps and rules it's not hard to add functionalities like sending an email whenever a lead is moved from list to list.
How do you feel about this approach ? Is this a good place to start? What am I missing by not going for a full CRM?
submitted by /u/SnooRevelations3802
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