Trello as a CRM: The Complete 2026 Guide
Set up Trello as a working CRM — pipelines, deals, Custom Fields, automated follow-ups, and where it falls short of a dedicated tool.
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Build a LinkedIn People Directory in Trello (Step-by-Step)
Export LinkedIn connections and import them into Trello as a working people directory. Use Email for Trello's contact management tools to organize and follow up.
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Lightweight ways to customise Trello
Seven simple ways to customize Trello, so your boards stay clear, fast, and easy to run.
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Automate emails in Trello based on due dates
Automate emails from Trello based on custom dates, so that your team can stay on top of follow-ups, reminders, and updates.
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Add reporting to your shared inbox in Trello
New year, more reporting power! Boost your sales workflow by adding email reports to your team’s shared inbox in Trello.
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The Complete Guide to Trello Automation in 2026
Butler rules, buttons, scheduled commands, and recipes to set up today.
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Top 10 Trello Power-Ups for sales teams in 2026
Get inspired and streamline your Trello pipeline with our top 10 list of Power-Ups for sales and CRM teams in 2026.
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Automate your sales pipeline with Amazing Fields and Email for Trello
Use the Email for Trello Power-Up to automate your team’s sales email proposal workflow, and include additional data and formulas with Amazing Fields.
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How to build team-specific workflows with Email for Trello
Customize Trello workflows to suit the teams in your organization – and integrate email alongside your to-dos with the Email for Trello Power-Up.
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Level up your sales workflow with the new Trello and Email for Trello
Combine Trello’s new features with the Email for Trello Power-Up, and give your sales team collaborative superpowers.
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How to use Trello as a CRM for membership organizations
Running a club, sports team, or study group? Improve communication and engagement in your membership organization with Trello and the Email for Trello Power-Up.
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How to set up an inbound sales process in Trello from scratch
We show you how to build your inbound sales workflow in Trello from scratch – no complicated CRM software required.
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New Trello feature: Mirror cards across boards
Trello’s card mirror feature lets you sync updates on a card across multiple Trello boards. Here’s how to use it for better collaboration.
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How to send weekly sales reports directly from Trello
We show you how to keep your sales team up to date and on track with weekly email reports in Trello.
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The best SMB CRM software for the Atlassian ecosystem
We guide you through considerations for an Atlassian-based CRM – and show you how Trello and the Email for Trello Power-Up can set your team up for success.
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A complete guide to using Trello as your business operating system
Whether you're managing projects, CRM, customer support or finances, we show you how transform Trello into the central hub that keeps your business running smoothly.
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5 ways to improve your sales with contact management in Trello
Keen to unlock your sales potential with Email for Trello? Here's how strategic contact management can help your sales team engage leads and close more deals.
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10 ways to become a sales and CRM expert in Trello
Transform your sales and CRM workflow with Email for Trello! Discover our top 10 tips for streamlining your sales team’s tasks and emails.
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How to manage your emails with notes and organizations
Improve your CRM with Email for Trello’s new contact management tools! Sort and organize your contacts in Trello with our new notes and groups features.
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How to import and export contacts in Email for Trello
Email for Trello’s latest CRM features include new tools for contact import and export. Here’s a closer look at how it works.
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New feature: Contact management in Email for Trello
New contact management features in Email for Trello! View email activity, import contacts, group contacts by organization, add custom notes and more.
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Benefits of CRM software for small businesses
CRM software can be a powerful tool for small businesses. Build customer relationships, increase sales, improve customer service, and increase profitability.
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