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How to Use Trello as a CRM: A Simple Tutorial!
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Күн бұрынWe get asked all the time how to use #Trello as a CRM, so here are my best tips! Need a proper workflow? ➡️ Snag our free Trello Workflow Template! kimberlyannjim...
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@deanzaspangler2431 4 жыл бұрын
FINALLY someone addressing processes for service businesses with reoccurring processes!! Thank you this was so incredibly helpful!!
@KimJimenez 4 жыл бұрын
Right? LOL Takes one to know one. xx
@beckysellers9431 4 жыл бұрын
Right??!!
@joyceearnold-dillow9254 2 ай бұрын
I am currently a Paparazzi Accessories consultant and I am planning on expanding past Paparazzi. I also home school my autistic grandson and I need to be able to be more productive
@TheLisaTorres 3 жыл бұрын
Trello as a CRM workflow is such a great idea. Great tip!
@KimJimenez 3 жыл бұрын
It really is!
@slimzztv9963 4 жыл бұрын
I need someone to explain to me how she doesnt have over 100K subs at LEAST this knowledge is invaluable!! Thank you.. Trello has changed my life!!
@karanraj661 4 жыл бұрын
This is so simple and easy. LOVED IT. Now my question is how to use powerups.. please give the suggestion for maintaining records for clients. I want that how much attainment i made from leads in pie chart or barchart it's something like pipeline u know. If u got my comment please reply.
@MuhammadAl-Subaiee Жыл бұрын
Kimberly with headband😍😍😍😍
@deetee19 5 жыл бұрын
Trello is my new obsession also. I have gotten so many people onto it since I started
@KimJimenez 5 жыл бұрын
Right? It's hard not to love it. Haha!
@Vinttro 3 жыл бұрын
Thank you for this demo, really helpful, so we’ve subscribed. All the best from the UK 🇬🇧
@AshlynWrites 5 жыл бұрын
WHOOP! Trello-we've moved most everything to Asana, but I can't leave Trello for housing customer testimonial screenshots ... it's still my fave for that!
@ronitlevari1481 2 жыл бұрын
Hi Kimberly your tutorials are amazing, very helpful and got me started on trello.
@pazt9911 10 ай бұрын
You need to enable the contact list power up...that will change things for you! This is just using Trello 🤷🏻♂️😂
@tayday3875 5 жыл бұрын
I use it to organize my reading list of books im reading cause Netflix is tattooed on my brain and I need to get my mind right from all this binging lol. I rep Team Kim!
@KimJimenez 5 жыл бұрын
Yasssss! Love this. So unique and SO important. #getthatreadinggameon
@beckysellers9431 4 жыл бұрын
I love this setup and have been looking for something like this in a CRM forever!! Thank you for that! I do have a question though, with my service business, there are a lot of changing deadline and due dates, so when I set that those dates in the cards, it looks as though I have to actually click on each client card to see their dates for each part of their workflow. Is there a function in Trello that keeps track of those dates and alerts you or sets up a calendar that you can see each day to know what to do for each client dates? If not, this would be difficult if I have 20 clients, as I would have to go through each card each day just to check on dates and that could get very overwhelming trying to keep them straight. Thanks for the feedback on this!
@scrappegal 4 жыл бұрын
How do you use the stickers inside the title of your boards?
@canadaimmigrationcompass7517 2 жыл бұрын
Hi Kim, can I restrict members from making changes to a card or board and restrict them to view only? With the free version
@KimJimenez 5 жыл бұрын
QOTD: What's the most unique way YOU use Trello? Do tell.... ;)
@deetee19 5 жыл бұрын
I use it for everything, I have to watch, read, eat and listen boards, I have family shopping lists and wishlist (we can share see each other's wishlist so can choose from this to buy gifts), I use it for work (I started using it because a work team uses it), I am also using it to collaborate on a personal project with my friend in the US. I love it
@KimJimenez 5 жыл бұрын
@@deetee19 Boom! That's some serious commitment to Trello my friend. I'm lovin' all those ideas!
@deetee19 5 жыл бұрын
@@KimJimenez we are also using for meal planning. I am in the process of putting together recipe cards with a photo, recipe and shopping list so that when we plan for the week we drag and drop the relevant recipes. I only wish I can move a check list to another board. Is this possible?
@KimJimenez 5 жыл бұрын
Dhuri Telfer That’s brilliant! Yes, you can. Copy the card that the checklist is in and then move that card to the board you want the checklist in. From there you’ll be able to copy the checklist to any card on the board you want it.
@charmedwithchar 4 жыл бұрын
Right now using it to manage networking contacts...this has been interesting because not many examples of how to manage CRM for contacts but a lot for managing for client workflow. :-) Thanks this video gave me some idea for setting up my networking CRM
@mariusporneala 4 жыл бұрын
How do you put icons to the lists ? Like on your Client TO DO , you have a Target and an Arrow :) ?
@priscilarocafort1046 3 жыл бұрын
How do I fins your template on Trello?
@yuridelcastillo220 4 жыл бұрын
Just curious where do hire from most of your team members or contractors??
@KimJimenez 4 жыл бұрын
Yuri Del Castillo Great question!!
@honyavin 4 жыл бұрын
не нашел про СРМ
@MiguelGarcia-vj7ju 4 жыл бұрын
ohh that voice....
@swhitt4367 5 жыл бұрын
Your mic is too close to your mouth, I can hear the saliva in your mouth! Couldn't keep watching!
@KimJimenez 5 жыл бұрын
stefan white Oh, you can hear my saliva??? You poor thing! Ruuuuuuunnnn before your ears suffer permanent damageeeeeee!!! 🙄😂
@swhitt4367 5 жыл бұрын
@@KimJimenez I was just giving advice, it wasn't a personal attack. Mouth clicks and saliva sounds are a common problem when doing voice over work. The De-crackle plugin can help but normally it can be fixed by either move the mic a little bit further from your mouth or buy a pop filter. Good luck with your other videos. Glad I could be berated by you today.
@KimJimenez 5 жыл бұрын
Dude, don’t get all sensitive... lol. It was a joke, k? No one’s berating you. ✌🏻
@swhitt4367 5 жыл бұрын
@@KimJimenez Righttttt.... Get rid of the Saliva sounds and stay professional. Just some advice I would suggest you take.
@KimJimenez 5 жыл бұрын
😂😂OMG... You and my saliva... lol. Thanks for the laugh.
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