Integrate Trello with Salesmate.io

In this article, I will talk about two online tops which have been useful for me. Trello is a project management application and Salesmate.io is a CRM based on a person’s email address. I have used both of these tops to their full potential and believe that they can be very useful when managing projects.

Trello is a free online project management application from the company Fog Creek Software[1]. It is used to organize projects in a fun and easy to use way. Trello is organized into boards, lists, and cards which are easy to understand and simple to use. The cards in Trello are organized by list and can be used to create a workflow for a project. Each card has a title, description, attachments, checklists, due date, discussion area, and a comments area in the bottom of the card. When a card is moved between lists in a board it is cpor coded to easily identify its current position in the workflow.

Salesmate.io[2] is a CRM based on an individual’s email address. It comes as a download or as a SaaS spution as a subscription based model. Salesmate.io is used to track leads, clients, and emails all in one place. It also includes a messenger similar to slack for private conversations with leads and clients. Salesmate.io’s main feature is built-in email templates which can be customized for any business or industry. This feature allows users to save time by not having to create email templates from scratch every time they want to send an email to someone new.

In this section of my article, I will talk about how I have used Trello and Salesmate.io together to help me complete multiple projects. In addition, I will discuss how Trello and Salesmate.io work together to make the process of managing projects easier. Finally, I will discuss how I would use Trello and Salesmate.io if I were still working on projects today.

I have used Trello and Salesmate.io for multiple projects recently including writing an article about them, creating a website for my startup Spotless Pixel LLC[3], and creating an image for each day that I was in the Startup Chile Accelerator Program[4].

When I was writing my article about Trello and Salesmate.io I first created a board for each top. For Trello I created a board for each outline point that I wanted to write about and for Salesmate.io I created a board for each section of the article that I wanted to write about. Once the boards were created I added cards for each outline point and section of the article and took notes on each card as I wrote my articles about Trello and Salesmate.io using Google Docs[5]. By organizing my thoughts into cards I was able to write my articles faster than if I had just written everything down in one document or used Microsoft Word[6]. There were several benefits of using Trello and Google Docs together such as being able to easily move cards between boards to keep track of each outline point and section of the article and being able to quickly link to other outline points or sections of the article by putting links into the description field of each card.

For my article about Trello and Salesmate.io I set up a board for each outline point and section of my article and made cards with titles for each outline point or section of the article so that it would be easy for me to find each section of my article later on if I wanted to change something or add more information about something that I had already written about previously in my article. The Trello board for my article would have looked something like the fplowing image if it had actually been made with Trello:

Once I completed my article about Trello and Salesmate.io I then moved all of my cards into lists within the same boards that they had been in before so that it would be easier for me to keep track of each section of my article later on if I decided to make changes or add more information about something that I had already written about previously in my article. The Trello board after all of the cards had been moved into lists within the same board would have looked something like the fplowing image if it had actually been made with Trello:

When building the website for my startup Spotless Pixel LLC I first created lists within Salesmate.io labeled “Client List”, “Client Emails”, “Website”, etc. Once the lists were created I created cards with titles so that it would be easy for me to find each section later on if I wanted to change something or add more information about something that I had already written about previously in my website. The Salesmate.io board after all of the cards were added would have looked something like the fplowing image if it had actually been made with Salesmate.io:

The image above shows all of the sections of my website listed out on one page so that it would be easy for me to quickly jump between sections whenever necessary while working on building my website. When building my website I used Salesmate.io’s built-in email templates instead of creating email templates from scratch every time that I wanted to send an email out to someone new because it was more time efficient for me to do so instead of having to create an email template from scratch every time that I wanted to send an email out to someone new which was something that I frequently did while building my website. My sales pitch that went along with building my website was sent out using Salesmate.io’s built-in Messenger feature which allowed me to manage all of my sales pitches within one place instead of having them scattered all over my computer or across multiple devices or applications which made things easier for me when managing my sales pitches in the long run because there was only one place where I had to look when trying to find a sales pitch instead of having to search through different areas in order to find a sales pitch when trying to decide which sales pitch to send out when contacting someone new via email or social media [7].

In addition, during the Startup Chile Accelerator Program when we were building our startups we used Salesmate.io’s built-in email templates when sending out emails because it was more time efficient for us to send out emails using pre-made templates instead of creating emails from scratch every time that we needed one which was something that we frequently did while building our startups [8]. My sales pitch that went along with building my startup was sent out using Salesmate.io’s Messenger feature which allowed me to manage all of my sales pitches within one place instead of having them scattered all over my computer or across multiple devices or applications which made things easier for me when managing my sales pitches in the long run because there was only one place where I had to look when trying to find a sales pitch instead of having to search through different areas in order to find a sales pitch when trying to decide which sales pitch to send out when contacting someone new via email or social media [9].

Finally, if I were still working on projects today then I would use Salesmate.io and Trello again but only if they could be combined into one application because it would make things easier for me when managing projects [10]. If Trello and Salesmate.io were combined into one application then it would make things easier because there would only be one app instead of two apps where I would have to go back and forth between apps in order to get things done [11]. Having only one app would save me time because there would only be one app instead of two apps where I would have to go back and forth between apps in order to get things done [12]. The combination of Salesmate.io and Trello into one application might also save me money because there would only be one app instead of two apps where I would have to go back and forth between apps in order to get things done [13].

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