The Best Free Simple CRM
Simple & Free CRM for Digital Marketing with Trello
In this video, I share a straightforward method to manage your B2C sales leads using Trello as a free, easy-to-use CRM. After trying many bloated and expensive options, I've found Trello to be an effective solution to track leads throughout the sales process. I'll walk you through setting up your CRM board with stages for leads, webinars, hot leads, follow-ups, and more, as well as how to update and customize each lead's information. This approach is particularly useful for higher ticket items requiring more engagement before closing a sale.
This is great for tracking higher-ticket leads from a webinar or from a network marketing company or online business opportunity.
Best free CRM with a mobile app for Android and iPhone
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00:00 Introduction to Simple CRM for B2C Sales
00:30 Setting Up Trello as a Free CRM
01:02 Customizing Your Trello CRM
01:26 Tracking Leads Through Stages
02:42 Managing and Updating Lead Information
04:09 Utilizing Team Collaboration and Reminders
04:40 Final Tips and Recommendations
05:41 Conclusion and Next Steps
Download Trello: https://trello.com
#simplecrm #trello #trellotutorial
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