Boost your bookings with Trello
Do you ever feel like the tool you are using to manage your CRM (customer relationship management) is managing you? Let Trello help. Trello can be customized into a powerful CRM to help your sales team manage their leads and accounts effectively.
How to set up Trello as a CRM tool
Lead time takes less time with Trello
Manage and monitor your leads in one place
To start, create a board. Add columns to outline your sales pipeline. Add contacts as cards and put important account details in the card description. Move to the next column when the relationship advances to the next stage and use labels to prioritize leads.
Speed up the sales cycle
Keep yourself (account)able with Advanced Checklists: add a due date, assign a task to a teammate, or view items assigned to you so you can stay on top of things. Sale stalled? Tag a teammate to help. Accelerate response time with custom automations.
New ways to visualize your pipeline
Calendar view gives you a daily, weekly, or monthly outlook of your client meetings, sales presentations, etc. Add, sort, and filter to see the information you need in Table view. Dashboard view will show you where all of your deals stand with a click and a glance.
Some views are only available with a Premium or Enterprise plan
Trello for CRM
Trello + your favorite tools
Trello has 200+ integrations with the tools you know and love. Integrate the tools your team already uses with Trello to keep your work organized and in one place. Try a Trello Power-Up to connect all of your team’s (other) favorite apps to your boards.
No need to start from scratch. Use one of our customizable templates.
Jumpstart your board with a well-proven template designed by our team. Customize it for yours.
CRM Pipeline by Trello
Create a pipeline for managing incoming leads or requests that is adaptable to fit your team’s needs or any type of customer relationship management.
CRM & Sales Pipeline by Crmble
Sick of managing your contacts in spreadsheets? This template makes it easy to manage your sales pipeline by turning your Trello board into a powerful, yet easy to use CRM.
Join over 2,000,000 teams worldwide that are using Trello to get more done.
Join over 2,000,000 teams worldwide that are using Trello to get more done.
Get more out of your CRM
Read the Trello blog to find ways to improve efficiency, productivity, and collaboration.
How to manage a strong sales funnel at every stage with Trello
This blog will show you how you can use Trello to set up a successful sales funnel management system for your business to help you convert leads and drive revenue.
The ultimate Trello for CRM workflow breakdown
Step by step, this blog will show you how to build a CRM with Trello, so you can easily manage your sales leads and customer contacts.
Close more deals: How to use Trello as a CRM with the Crmble Power-Up
Learn how to effectively use the Crmble Power-Up with Trello to create a powerful CRM tool.
5 stages of a successful sales pipeline with Pipedrive and Trello
Learn how to use the Pipedrive Power-Up with Trello to manage sales tasks with other departments without leaving the pipeline process.