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How to use Trello as a CRM with Crmble (2022 Tutorial)

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Learn more about Crmble for Trello: https://crmble.com/

Trello is the ideal app for Customer Relationship Management (CRM). But how do you manage all of your contact details and information? In this video, Scott Friesen shows you how to set up Crmble, a power-up that turns your Trello boards into an easy-to-use CRM system. So before you create that next sales pipeline or add more customer information, watch this video about Crmble first!

00:00 How to add Crmble to Trello
01:19 Adding and editing your Crmble lists
02:00 Adding and editing Crmble contact fields
03:39 Adding contact details in Trello
06:21 Crmble CRM dashboard and imports
08:19 Managing your Trello board as a CRM

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Scott Friesen is a productivity specialist and founder of Simpletivity Training Inc.. He is also a prolific public speaker, workshop leader, and time management coach.

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Category
Tutorials
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Simpletivity, Scott Friesen, How to use Trello as a CRM with Crmble
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