SALES & CRM
Turn Trello into a fully fledged CRM
Manage your sales pipeline, contacts, and inbound leads – directly from Trello.
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![Word Class Asia Icon]()
Perfect email solution for Trello users.
– Geraldine Lim, Word Class Asia
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Email for Trello is one of the best Trello Power-Ups out there. The premium version will allow you to pretty much customise the email exactly to your needs with automation, templates, custom address and your logo.
— Mike Day, Dreamsuite -
![Gert Vatt - Mobire]()
Unreplaceable tool.
– Gert Vatt, Mobire
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![Done that fixed it logo]()
It just works. Now I can do everything from each Trello card.
– Scott Weaver, Done That Fixed It
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Email for Trello is a great way to receive requests and stay in touch with folks via email, without ever leaving Trello.
— Chris Marts, ABC Creative
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I’ve tested an awful lot of Trello Power-Ups over the years. But Email for Trello is one of the few that just blew my mind within minutes of using it!
— Scott Friesen, Simpletivity -
![Aimee Neff]()
The best email/Trello bridge I know of.
– Aimee Neff
Try Email for Trello for free
14-day full-access trial. No credit card required.
Streamline your sales outreach in Trello
Tips and resources for getting the most out of Trello for sales and CRM
Email for Trello features
Custom from/send address
Send emails from your own sales address
Boost trust and recognition by sending sales emails from your own custom domain. Simply link up your own email address to your Trello board to get started.
Reply with Butler automations
Optimize CRM with email automations
Use Trello rules to automatically send out templated sales and CRM emails based on triggers. Less time spent typing means more time for meaningful work!
Some example automations:
Send a follow-up email after 48 hours
Send a meeting invitation when you drag a card into ‘Follow Up’
Create your own ‘Thank you’ button to send an email with one click
Trello Custom Fields
Add custom sales data
Address your leads by name and keep your emails relevant by including Custom Fields. You can also extract details like customer information or sales figures from your emails into Custom Fields, to be used elsewhere in Trello.
Manage contacts
Manage your sales contacts
Optimize your CRM workflow by managing your contact database right from Trello. Create new contacts and easily edit existing details.
Power-Up your sales funnel
Quickly spot cold leads with Card Aging
Add extra sales data with Smart Fields
Manage deal analysis with Blue Cat Forms
Connect Trello to your Pipedrive account
Sync data from your Salesforce pipeline
Try Email for Trello for free
14-day full-access trial. No credit card required.