Trello for Sales Teams

From nurturing leads to closing deals, see how Trello is
a win for your Sales Team.

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Lead Nurturing

Create a sales pipeline adaptable to your team’s needs.

  • Organize contacts, company information, and meeting notes on each lead’s card.
  • Keep assets in one centralized location by attaching requested collateral to cards.
  • See the status of each lead as cards are moved from “Incoming” to “Won.”
Open Board →

Contract Reviews

Coordinate contract and security reviews with your Legal and IT Departments without email.

  • Keep Legal in the loop, and see the status of contract reviews across your entire team.
  • Securely attach documents to cards with Box, Google Drive, and Dropbox integrations.
  • Prioritize important deals by dragging those cards to the top of the list.
Open Board →

Customer Onboarding

Enable seamless customer onboarding by inviting new customers to a shared Trello board.

  • Create cards to share important resources like knowledge centers, guides, and customer service contact information.
  • Add onboarding tasks for new customers as they get oriented with your product.
  • Know when your customers might need help by having a clear view into their onboarding process.
Open Board →

Manage Requests

Improve customer success by having an organized and collaborative way to manage feature requests.

  • Help the Product Team better understand the needs of your customer base to keep retention high.
  • Quickly see which customer feature requests are prioritized, and inform customers when their request has been implemented by attaching tickets and cases to cards.
Open Board →

Share Resources

Make sure your Sales Team has access to everything they need to succeed, all within a collaborative space.

  • Create a living, evolving sales resource center that is accessible to everyone on your team, anywhere.
  • Let your team add new email templates, case studies, and any other resources that help them do their jobs better.
  • Encourage comments on cards to discuss best practices and improve assets or documentation.
Open Board →

Webinars For Sales Teams

Learn how your sales team can make more money with these free on-demand Trello webinars.

Organizing Your Sales Pipeline With Trello Better Boards For Team Collaboration

Find more webinars here

Power-Up Your Sales

Simple, adaptable, customizable. Connect your favorite apps and enable additional features to meet your unique business needs with Power-Ups.

Salesforce

  • Create a sales pipeline that works the way your team works best. See every opportunity’s value and close date in the pipeline.
  • Resolve issues, improve your product, and keep customers happy by easily sharing their feedback.
Learn More →

Google Drive

  • Securely attach files and folders to cards to keep documents accessible in one centralized location. (Trello also supports integrations with Dropbox and Box.)
  • Manage meeting notes by instantly creating a new Google Drive doc on a contact’s card.
  • Be in the know - updates to files are timestamped so you can see if Legal has made your requested changes to a contract.
Learn More →

Custom Fields

  • Formalize your process to manage incoming information with custom fields for text, numbers, dates, drop down lists, and checkboxes.
  • Manage orders by adding product information to card descriptions or optimize lead nurturing by adding detailed information to cards.
Learn More →

Slack

  • Celebrate sales wins, share insights, and get feedback with a dedicated Slack channel associated with your Trello board.
  • Make sure Sales never skips a beat, set Slack reminders on Trello cards for upcoming meetings, demos, or check-ins with potential customers.
Learn More →

Calendar

  • See what the entire Sales Department is doing over times in calendar view.
  • Track due dates across all your boards in one place by importing a board’s iCal feed to third party calendars like Google, Apple, and Outlook.
Learn More →

Blog Posts To Up Your Game

In-depth posts for improving your sales process with Trello from industry leaders and the Trello team.

Tips For Using Trello To Manage A Sales Team

Here are some clever workflows to help you keep your sales team cohesive and your resources organized.

Read More

How To Streamline Contract Review For Sales & Legal Teams

The contract review process is long and requires many people to review various documents. Learn some new tips for a better, more organized workflow.

Read More

3 Creative Ways To Manage Feature Requests

How to successfully manage feature requests from customers and leads with your product and engineering teams.

Read More

Get productivity tips, workflows, and much more on the Trello Blog!

Check it out →

Sales teams of all shapes and sizes work smarter with Trello.

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Request a personalized demo for your team today.

Work Smarter

Check out more team playbooks.