How to use Trello as a CRM – tutorial for business owners 2020

Are you a business owner struggling to manage clients? Do you want a free CRM system for your business? In this video, we teach you how to use Trello as a CRM. If you are a business owner, this tutorial will enable to track customers and get more sales. Plus if you run a small business, you can invite your team members so they can see where your customers are in the sales process.

https://trello.com/hiveofmany/recommend

**In this sales process, the customer will follow these steps.**

New Lead / First Contact
Understand Clients Needs
Offer Solution / Presentation
Negotiation / Close
Won / Contract Sent
Contract Received / Deposit Received
Didn't Win / Follow Up

**Other What Works Wednesday Videos**

Creating a Brand: https://youtu.be/GFuaiLyNDpQ
Kanban Tutorial: https://youtu.be/WUt_-GKdk_o

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