I will setup professional trello CRM sales pipeline and client management

United States

I speak English, German

Trello Expert Turning Chaos into Automated Workflows

Hi, I’m a dedicated Trello Expert with a passion for building clean, powerful, and fully automated systems using Butler rules, CRM pipelines, and smart project boards. With years of hands-on experienc...
About this Gig

Tired of losing track of leads, deals, and client conversations?

As a Trello CRM Expert, I will build you a clean, visual, and fully automated Trello CRM system that turns your boards into a professional sales machine.


What you get:

  • Complete Trello CRM board setup (sales pipeline, lead tracking, client onboarding)
  • Custom pipelines with stages, deal values, probabilities, and status labels
  • Automated card movements, notifications, and follow-up reminders via Butler
  • Custom fields, checklists, attachments, and dashboards
  • Client management workflows, task assignment, and reporting
  • Integration with email, calendars, payment tools, and more
  • Video training + handover documentation


Ideal for freelancers, agencies, coaches, and small sales teams who want a powerful CRM without expensive monthly fees.

Tell me your sales process before ordering and Ill build it exactly the way you work.

Domain:

Business

Industry:

Architecture & interior design

Language:

English

German

Spanish