CRM Trello Board, Customer Relationship Management Database, Customer Record
📌 CRM Trello Board, Customer Relationship Management Database, Customer Record
Use this CRM board to track your cold, warm, and hot leads through your nurturing cycle. After all, the fortune is in the follow-up! And once they become a client? Well, there’s an onboarding workflow for that!
→ A fully customizable board to use for tracking and following up with your leads.
→ A new client onboarding workflow for a seamless client experience.
What to do after:
1. Create your free Trello account if you don't already have one
2. Follow the step-by-step instructions to download your template
This Trello board template requires a free Trello account.
Trello is a visual, productivity tool that allows users to create boards, lists, and cards to organize and prioritize tasks and projects with ease. Trello's visual and intuitive design makes it a popular choice for online business owners to manage workflows, track progress, share information, and more.