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Whether you’re a team of 2 or 2,000, Trello’s flexible pricing model means you only pay for what you need.

Boost your bookings with Trello

Do you ever feel like the tool you are using to manage your CRM (customer relationship management) is managing you? Let Trello help. Trello can be customized into a powerful CRM to help your sales team manage their leads and accounts effectively.

How to set up Trello as a CRM tool

 illustration of a Trello board using CRM solutions

Lead time takes less time with Trello

 illustration of a Trello card of a single customer on a Trello board using CRM tools

Manage and monitor your leads in one place

To start, create a board. Add columns to outline your sales pipeline. Add contacts as cards and put important account details in the card description. Move to the next column when the relationship advances to the next stage and use labels to prioritize leads.

 screenshot of a Trello customer contact card in the sales pipeline

Speed up the sales cycle

Keep yourself (account)able with Advanced Checklists: add a due date, assign a task to a teammate, or view items assigned to you so you can stay on top of things. Sale stalled? Tag a teammate to help. Accelerate response time with custom automations.

 screenshot of Calendar view selected on a Trello board

New ways to visualize 
your pipeline

Calendar view gives you a daily, weekly, or monthly outlook of your client meetings, sales presentations, etc. Add, sort, and filter to see the information you need in Table view. Dashboard view will show you where all of your deals stand with a click and a glance.

Some views are only available with a Premium or Enterprise plan

Trello for CRM

Trello + your favorite tools

Trello has 200+ integrations with the tools you know and love. Integrate the tools your team already uses with Trello to keep your work organized and in one place. Try a Trello Power-Up to connect all of your team’s (other) favorite apps to your boards.

Go to Power-Ups gallery

No need to start from scratch. Use one of our customizable templates.

Jumpstart your board with a well-proven template designed by our team. Customize it for yours.

Screenshot of a Trello board with columns that represent different stages of a CRM pipeline

CRM Pipeline by Trello

Create a pipeline for managing incoming leads or requests that is adaptable to fit your team’s needs or any type of customer relationship management.

Try Template

Screenshot of Trello board with columns that represent the various stages of a CRM & sales pipeline

CRM & Sales Pipeline by Crmble

Sick of managing your contacts in spreadsheets? This template makes it easy to manage your sales pipeline by turning your Trello board into a powerful, yet easy to use CRM.

Try Template

Join over 2,000,000 teams worldwide that are using Trello to get more done.

Company logos: Visa, Coinbase, John Deere, Zoom, Grand Hyatt and Fender

Join over 2,000,000 teams worldwide that are using Trello to get more done.

Company logos: Visa, Coinbase, John Deere, Zoom, Grand Hyatt and Fender

Get more out of your CRM

Read the Trello blog to find ways to improve efficiency, productivity, and collaboration.

How to manage a strong sales funnel at every stage with Trello

This blog will show you how you can use Trello to set up a successful sales funnel management system for your business to help you convert leads and drive revenue.

Read more

The ultimate Trello for CRM workflow breakdown

Step by step, this blog will show you how to build a CRM with Trello, so you can easily manage your sales leads and customer contacts.

Read more

Close more deals: How to use Trello as a CRM with the Crmble Power-Up

Learn how to effectively use the Crmble Power-Up with Trello to create a powerful CRM tool.

Read more

5 stages of a successful sales pipeline with Pipedrive and Trello

Learn how to use the Pipedrive Power-Up with Trello to manage sales tasks with other departments without leaving the pipeline process.

Read more