Set up a CRM in Trello

Visualize your customers and deals as cards in Trello.

 
 

A central view of your customers

Use SendBoard to get an overview of your CRM deal pipeline in Trello, together with all email communications.

 
CRM collaboration in Trello using SendBoard

Collaborate in Trello

Get the whole team involved

Share the email workload by using a shared email address (e.g. sales@example.com) and collaborating on email in Trello.

A simple sales workflow

Your sales team gets a visual overview of everything that’s going on. Each Trello card represents a customer or deal. Each list represents a stage of your deal pipeline.

 
Reply to email in Trello

Reply to email in Trello

Connect your inbox

Link up your own custom email address to a board in Trello. Emails from your customers arrive as new cards in Trello.

Seamless integration

Keep your email communications connected by sending emails directly from within Trello.

 
Organize your CRM in Trello with Checklists, due dates and Power-Ups.

Get organized

Stay on top of your tasks

With your email in Trello you can leverage checklists, calendars and automations to get more done.

Connect other Power-Ups

Leverage other Power-Ups to for reporting and optimising your Trello CRM workflow.

 50 million+ people trust Trello

Millions of teams around the world use Trello to collaborate and get work done. The SendBoard Power-Up leverages the power and flexibility of Trello, for email. SendBoard users get the same fast and reliable service that Trello users have grown to trust.

SendBoard is exactly what I've been looking for in turning Trello into a fully functional central help desk solution.

Cousteau Martell

ZOLO MEDIA

SendBoard is a great way to receive requests and stay in touch with folks via email, without ever leaving Trello.

Chris Marts

ABC Creative

Try SendBoard for free