Trello As A CRM Sales Funnel (Tutorial 2021)


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In this video “Trello As A CRM Sales Funnel (Tutorial 2021)” I share how a customer relationship management system (also known as a CRM) is an invaluable tool. This software is great for anyone with a sales funnel as it helps keep track of leads in order to turn them into paying customers. In this step-by-step tutorial, I share how you can use Trello as a CRM and get set up in minutes. And best of all, everything we use is available in Trello’s free version.

0: 00 Intro
0: 45 What is Trello?
4: 53 Step-by-step Trello Setup tutorial

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