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.
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
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.
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