Integrate Agile CRM with Trello

Agile CRM is a sales, marketing, and customer service software that provides everything needed to manage and meet the needs of today’s businesses. Trello is a free project management tool for managing to-do lists, tasks, projects and more. Agile CRM makes it easy for businesses to track, manage, and measure their marketing efforts in order to increase profits and grow their business. Trello is a visual way to organize anything from your personal life to your professional projects.

Trello is a web-based project management application that allows users to organize and share information about projects and tasks. Trello also has mobile apps available for download. Trello is organized by columns, with boards being the main organizational tool. The left and right sides of a board are “lanes” where cards are moved around as they progress through each stage of a project. Cards can be added to a board when a new project begins or as soon as you have an idea for one. When adding cards, you can assign them to yourself, or add teammates directly by email address or username. Cards are placed in the Inbox column until they are moved into the correct lane.

The integration of Agile CRM and Trello is beneficial to businesses because it allows them to not only manage their entire team from one dashboard, but also allows them to manage all aspects of their marketing campaign within one system. This allows Agile CRM to keep track of how much time is spent on a project by each team member, how many emails have been sent out, how much social media interaction there has been, etc. It also allows Agile CRM to keep track of how much total money has been spent on marketing over time and how many customers came into the business through those different channels. Before integrating Agile CRM and Trello together, there were two separate systems that had to be managed. Now, with Agile CRM and Trello combined, the information about each customer can easily be found in the same place as information about the marketing efforts that brought that customer into the business. This means that it takes less time to do reports and learn about the effectiveness of marketing efforts, therefore allowing Agile CRM to more effectively manage its customer base.

The process to integrate Agile CRM and Trello may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.