We often talk about how great Crmble is as a CRM, and while itâs perfect for that, you might not think you have any need for managing contacts if youâre not in sales. However, thatâs just not true! In an effort to âdrink our own champagneâ, I recently found a situation where I need to organize a flow of requests by individuals and realized Crmble is PERFECT for doing just that. If you have an e-commerce business and are shipping products, Trello is a great tool for managing orders and ensuring theyâre shipped to the customer, and when you add on Crmble, it becomes easy peasy.
While we donât sell physical products at Crmble, we do have have requests for physical items (like stickers) that we need to send out to users. I needed a process to manage these requests, and it turns out a lightweight CRM to manage contacts and their requests is actually exactly what I needed.
Hereâs how I use Trello and Crmble to manage orders and requests.
1 ) I created a form for the requests
We like Typeform, so I created a nice Typeform where a user can simply put in their mailing address to request a Crmble sticker!
2) I created a Trello board that would become my central dashboard.
Just go to Trello and create a board to add Crmble and start from scratch.
Customize the lists that you want your requests to go through. Think of this like stages. For mailing stickers, we have ârequestedâ, then âpackagingâ, and then âsentâ. You can add the lists on the Trello board itself, or do it through the Crmble settings.
Add any custom Crmble fields that you need. I added one for mailing address since thatâs a field in my form that I need to be able to see on my card.
Lastly, you just need to connect your form so you can automatically have your new requests added to your board! I am using Typeform, so I used the Typeform Topping, but you can use Google Forms or just about any other app you need with our Zapier integration.
Select the integration, connect the counts, select the form, and then just map the fields!
3) Viola! All systems go! Now you can manage your requests with ease.
All new form fills will be automatically added to the board, and you can view each request as its own card.
You can use other Trello features, like attachments, labels, members, due dates, checklist, and more to make this even more powerful!
For example, I use the Member field to assign who is responsible for mailing the sticker. If itâs in Europe, itâs Toni! If itâs in America or somewhere else in the world, itâs me!
Of course, if I wanted to add any other details, like labels or due dates, I could easily do this as well. I could also comment on the card if I needed to communicate pieces with other teammates.
4) See stats about performance in your Crmble dashboard.
I can now easily track the number of requests that are being fulfilled and filter by specific dates or members.
5) Want to make it even more super-powered?
Add the Package Tracker Power-Up to add real-time stats about packages that are sent straight into the Trello card. I donât need this for stickers, but I would definitely be using this if I had proper packages or customer orders that I was mailing!
You could also add the Time In List to be able to see how long it is taking for your lists to go from âRequestâ to âDoneâ.
If you wanted to track how much time youâre spending on managing inventory, you can use something like TimeCamp to track the amount of time spent on each request and see if there are certain types of requests that need optimization.
Ready to take it for a spin?
Ready to try it out for yourself? We created this helpful Trello template for managing orders and requests. Copy and customize to fit your needs. Try it out, and share your creations with us. We canât wait to hear about it!