How To Build A Free CRM In Trello & Import Leads From Gmail | SearchParty Marketing

Описание: Do you need a simple, free CRM for your business? (Hint: a CRM is a system for storing customer or lead information). Try using Trello https://trello.com/reubendrock/recommend. I'll show you how in this video.

Plus if you get lead notification emails to your gmail account, I'll show you how to use the Trello plugin to automatically import leads from Gmail into Trello. You can do it in 2-clicks or less. I'll show you how in this video.

0:44 Overview of my custom CRM Trello board, lists, & cards
2:00 How do you get leads into your Trello CRM
3:11 How to track lead follow-up (phone calls, emails, video chats)
4:11 How to get leads your CRM using Gmail & Trello plugin
5:02 Overview of Trello plugin for Gmail
6:21 That's it! Enjoy your free Trello CRM ;)

Read the full write-up at https://gosearchparty.com