Don’t Use Trello as a CRM Without this Dashboard!

Add Crmble to Trello and get 10% off with discount code SIMPLETIVITY10: https://crmble.com/

Trello is great for managing sales funnels and pipelines. But what about reporting and tracking all of that customer and deal information? With Crmble, you can turn Trello into the ultimate Customer Relationship Management (CRM) system. In this video, Scott Friesen shows you why you should never use Trello as a CRM without the Crmble extension installed.

0:00 Viewing deal value and won data on Trello cards
0:47 Adding and editing customer data within a card
1:50 Accessing the Crmble dashboard
3:07 Reports menu with filters
4:41 Include or exclude archived reporting data
5:54 View and import/export contacts
6:51 Send email directly from Trello cards
8:15 View sent and incoming email from Trello

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