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You are about to turn your Trello board into a powerful yet easy to use CRM system that makes customer relationship management a piece of cake.
Crmble not only helps you manage your daily customers’ relations tasks, but also offers real time reports to give you valuable insights on how your sales pipeline performs and connects your Trello cards with Google Contacts and Google Drive.
Watch our video or follow this quick Crmble tour to get started…
Create a trello board and open the board menu to add a new power-up. Search for Crmble, add it and just follow our quick Crmble recipe to setup your CRM.
Start by adding Crmble’s default layout to your board.
6 new lists will be added that will define the touch points of your sales pipeline (New leads, Cold, Warm, Hot , Won and Lost).
Any new lead should be added first to “New leads” list.
Feel free to move your leads to any other list according to its status.
Crmble will allow full customization of its sales touch points and layout in future versions.
You’ll be asked to add the lists during our quick setup guide, but alternatively you can add the lists at any time going to Power-Up settings or Crmble > Settings > and press “Add default layout” button in the “Pipeline” settings tab. Done!
Get instant access to your customers’ contact details thanks to “Crmble fields”. A key feature that helps you stay organized and provides consistent data collection and nice integration possibilities with third party services.
Use “Origin” and “Date” to filter in your dashboard data by lead source and lead creation dates.
Dashboard will only consider cards with at least one contact detail filled out in Crmble fields (Name, Surname, E-Mail or Phone).
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