We often talk about how great Crmble is as a CRM, and while it’s perfect for that, you might not think you have any need for managing contacts if you’re not in sales. However, that’s just not true! In an effort to “drink our own champagne”, 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 they’re shipped to the customer, and when you add on Crmble, it becomes easy peasy.
While we don’t 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.
Here’s how I use Trello and Crmble to manage orders and requests.
1 ) I created a form for the requests
2) I created a Trello board that would become my central dashboard.
Customize the lists that you want your requests to go through. Think of this like stages. For mailing stickers, we have “requested”, then “packaging”, and then “sent”. 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 that’s 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 it’s in Europe, it’s Toni! If it’s in America or somewhere else in the world, it’s 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 don’t 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 “Request” to “Done”.
If you wanted to track how much time you’re 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 can’t wait to hear about it!