Hey there, deal-makers! Buckle up because we’ve got some exciting news coming your way. You know how sometimes you wish you could just snap your fingers and
Automating lead card creation in your Trello board by connecting your form with Crmble opens up a whole new and more productive way to stay on top of your leads. With Crmble you can design a sales funnel with stages to follow up on every form entry to boost sales. You can also use it as your recruitment or your after-sales or support ticketing system. There are many different use cases that apply to this workflow and setting everything up is not that difficult.
With Crmble and a few minutes of setup, you can supercharge your Trello board to be a powerful, yet lightweight CRM that doesn’t require a steep learning curve or a crazy budget. To incorporate specific guardrails in your process, you can couple Crmble with the Approvals for Trello Power-Up to prevent any chaos in your deal progression.
This post is a guest post from our friend Jeff Wickersham at the Morning Fire for Entrepreneurs Podcast. Jeff is the founder and creator of Morning Fire Coaching, which specializes in guiding clients to implement game-changing habits for more energy, focus, abundance, and time in their lives through the power of the morning routine.
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