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Trello crm board how to#
Trello crm board code#

Unlimited File attachments (250MB Only per Attachment)Įnterprise – $20.83 or less per user/month (when paid annually).

This is inclusive of all the tools offered in Trello Free and Trello Business Class.I personally value authenticity in relationships.

I wanted a system that did the following things: Sometimes, that can present a challenge when trying to keep up with business relationships that hover somewhere between friendship and acquaintance, so I constantly ask myself how I can connect with people in more sincere ways.Provide a single location to keep notes on interactions with contacts.Tells me each day who I should reach out to based on the last time I talked to them.Be able to access the information from my phone or any computer with an internet connection (rather than using a locally installed software)Īfter a lot of trial and error, I came up with a light weight CRM using Trello.This idea was inspired by Tyler from Riskology’s Trello board for keeping up with his friends. Tyler’s board is slightly simpler than the one I ended up with, but the basic idea is the same. Here’s a link so you can copy it to your own Trello account.

Trello crm board how to#

My Trello board for how to keep track of all of the people I want to stay in touch with on a regular basis.

If you’re unfamiliar with Trello’s features, you can head on over to Trello’s documentation to read more about it.

Cards - You can think of a card as a post-it note or an index card.

A card has a “front” and a “back.” The front of the card is what you can see from the list view such as a cover photo, tags, and the title. If you click on a card, it reveals the “back,” which is all of the details you’ve added to the card such as additional attachments, comments, and checklists.

In this board, a card represents a person.

Lists-These are columns that hold cards.They can represent a workflow where you move cards from left to right based on what stage of the process you’re in (To-Do, Doing, Done). They can also be used to hold cards with specific information.

A card must be on a list in order to be visible on the board. For my board, I organize my lists based on the time a card is due.Labels - Think of these as tags for your cards that allow you to filter them.

Trello crm board code#

You can make as many labels as you like and even color code them. These labels can be seen from the front of the card unless you assign the label gray as the color. I use labels for 2 types of information: details I want to be able to see from the front of the card and details I want to be able to filter by. You can’t see all of the lists on the board, so here is a break down: The board is set up with 7 lists that are automated using Butler for Trello: