Trello As A CRM Sales Funnel (Tutorial 2021)

[@janicethorne-smith4799]

A really great explanation - you definitely have a teaching gift. Thank you

[@richoka]

This was awesome!

[@itk3933]

Very clear and took the mystery out of it. Thanks.

[@orangeleafdigital]

This video was insanely helpful! Thank You Winnie! You killed this!

[@miles-levoit]

Best video out there about creating a sales funnel in Trello! Thank you

[@WinnieStandish]

Thanks so glad you found it useful :-)

[@deborahwright4048]

Really good and simple

[@feryry794]

Thanks for teaching

[@pamelabaker8389]

Thsnk you for takibg yiur time, so ww can take notes! Too many rush too fast! 😍

[@erictailey9932]

This was very helpful. Thank you!

[@wingsluxe]

New subscriber. Thank you.

[@megsweeney9893]

sooo helpful! thank you! 🙏

[@WinnieStandish]

My pleasure 😀

[@Veronicawamugunda]

Very useful..thanks

[@danfortheastwellness756]

Great tips!!

[@WinnieStandish]

Glad you like them!

[@palumbobrunno]

Ótimo tutorial! Parabéns pelo trabalho, me ajudou muito!

[@Oneazazal]

My company uses Trello for organizing workflows, but we use Hubspot as our CRM.

[@WinnieStandish]

Trello is great because it can be used in so many different ways, and the free version allows 10 boards currently, so you can really use it for a variety of different tasks.

[@thiagovalquerizofranco1055]

Thank you for the video! I didn´t see any information with "numbers" besides the dates, nothing regarding "prices" or "sales forecasts" but I think this is not the main points and factors of this sales funel, right? Thank you again.

[@KeithTDBell]

Does Trello and all it's powerups like Crmble CRM work on the Trello mobile app? If it doesn't then it's useless to me as CRM. I need the calendar and Crmble powerups and custom fields and attachments like emails are all available on my mobile device. So far I can't find any of the info I need on my mobile

[@crmble741]

Hi Keith. Unfortunately not on Trello's Mobile app. Trello only supports their own Power-Ups on Trello's Mobile app. You can use any browser though in your mobile to use Trello's browser version where all Power-Us are available. You can subscribe to you Crmble's Calendar using the iCal feature to get notifications on your mobile devices. A Crmble app and stand alone version is in the making. Cheers!

[@SteveMartinezpilotman]

can this platform be integrated with leads that come in through a webform?

[@WinnieStandish]

Thanks for watching and for supporting my channel:) Click to this timestamp -> 4:53 to jump to step-by-step tutorial. Let our community know what CRM tool improves your productivity😃

[@Naim84509]

Thanks for helping me with this video ❤

[@metro4403]

hi , what if need more than one sales funnel for different sales person?

[@kirstiegillon-wood774]

I don't see a "Start Date" button on my menu..?

[@seaubtand3470]

I know you showed the Free version, but can you really use Trello as a sales funnel without purchasing the full product?

[@WinnieStandish]

Yes this CRM sales funnel only uses the tools available in Trello's free version.

[@nadersafipour5003]

Subscriber 444 😊

[@wulfgars1114]

Do you find it takes a lot of time to keep your sales funnel up to date? Can you automate any of the data input?

[@WinnieStandish]

Trello has the ability to also add a lot of different workflow automations but note that many of these features are only available in the paid version. Keep in mind though, that if you have a lot of leads to maintain, then this may be an area you want to invest into, to spend less time overall and stay productive.

[@AnnabelleSamwich]

✨🐝🐸🍄🐀✨

[@WinnieStandish]

❤️

[@dmitriypak535]

Very good tutorial! Thank you!