![]() ![]() So, before we dive into how to use it as a customer relationship management platform, what exactly is Trello? Well, put simply, Trello is a visual tool that helps you organize your projects. So, whether you’re just starting out and are curious about how Trello can be used for CRM purposes or are already using it but want to make sure you’re making the most of its capabilities, read on. ![]() ![]() In this blog post, we’ll cover everything from what Trello is and some of its best features to example workflows and a step-by-step guide on setting it up as your CRM. If you’re looking for a comprehensive guide on how to use Trello as a CRM, you’ve come to the right place. Although it’s not a traditional customer relationship manager, Trello is a project management tool that can be used for a variety of purposes, including as a CRM. If you’re looking for a CRM that’s affordable, easy to use, and versatile, you should definitely check out Trello. ![]()
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