Last Updated on 8 years by RichBohn
This CRM Review examines Trello.
In-Depth CRM Review
Fog Creek Software
New York, NY 10006-3008
CRM Category: Sales Management Support – Cloud
Sub-Category: Project Management
Seats: Small Enterprise
About the Company:
Back in the year 2000, the founders of Fog Creek, Joel Spolsky and Michael Pryor, were having trouble finding a place to work where programmers had decent working conditions and got an opportunity to do great work, without bumbling, non-technical managers getting in the way. Every high tech company claimed they wanted great programmers, but they wouldn’t put their money where their mouth was.
It started with the physical environment (with dozens of cubicles jammed into a noisy, dark room, where the salespeople shouting on the phone make it impossible for developers to concentrate). But it went much deeper than that. Managers, terrified of change, treated any new idea as a bizarre virus to be quarantined. Napoleon-complex junior managers insisted that things be done exactly their way or you’re fired. Corporate Furniture Police writhed in agony when anyone taped up a movie poster in their cubicle. Disorganization was so rampant that even if the ideas were good, it would have been impossible to make a product out of them. Inexperienced managers practiced hit-and-run management, issuing stern orders on exactly how to do things without sticking around to see the farcical results of their fiats.
And worst of all, the MBA-types in charge thought that coding was a support function, basically a fancy form of typing.
Who wants to spend their days there? It’s no wonder they couldn’t get any good developers. And it’s no wonder they went out of business when the dotcom market imploded.
About the Product:
Instant clarity on any project
Infinitely flexible. Incredibly easy to use. Trello keeps track of everything, from the big picture to the minute details.
It’s all in the cards
Use cards to jot down nuggets of information, from everyday to-dos to fleeting strokes of genius. And don’t worry about running out—we have an unlimited supply.
Put your cards in lists to track progress, categorize things, or just make sense out of the chaos of life. Lists are fully customizable.
One little card, lots of cool features
Get a quick overview of all the information that’s on the card.
Add all kinds of information: due dates, checklists, attachments, comments, and more.
Don’t forget a thing
Add a checklist to keep on top of all those little to-dos. There’s also a nice, big progress meter, because who doesn’t love a nice, big progress meter?
Your files, right where you need them
Got a relevant file, image, or document? Attach it right to the card, and you’ll never have to go scrambling through your inbox looking for it later.
Bring your board to life
Attach photos, drawings, sketches, and mockups to quickly illustrate ideas at a glance.
Find cards easily
Customize labels for your cards, and use filters to only show what you want. You can also filter by keywords and by person (if you’re on a team).
Never miss a deadline
Attach a date and it will appear on the front of the card. When that date is approaching, it will turn yellow as a gentle reminder.
See into the past
Trello keeps a record of everything that’s happened on the card: comments, changes, additions. You’ll never wonder “How did that happen?” again.
Team projects are where Trello really shines. Improve communication, eliminate email traffic, and get everyone on the same page—fast. And it’s so easy to learn you don’t even need a training montage.
Get everyone onboard
Invite as many people as you want to a board. Board members can all add cards, make changes, upload attachments, and more.
Collaborate in real-time
Changes made by others appear instantaneously on your screen. You never have to wait for a page to reload to see the latest.
Stay in the loop
Email notifications and an activity log keep you informed of the latest changes. You can also subscribe to specific cards to get timely information on what you care about the most.
Assign cards to board members, and everyone will be able to see what everyone else is working on. The assigned folks also get handy notifications sent to them.
Board members can vote on cards, so you know what everyone’s priorities are. Gain insight into what the team thinks and make informed decisions.
Everything in one place
Create a Trello organization to collect all your people and boards together in one place.
Power, security & speed
If you get rid of a board, card, or list by accident, you can always get it back. Plus we back up all your information, so it’s safe even in a Godzilla attack.
Your data is private and secure
You have full control over who sees your boards. Plus all data is sent over a SSL/HTTPS connection, the same technology used by banks.
Works at any screen size
Trello is designed to automatically scale to fit any screen size, from the tiniest smartphone to giant multi-panel wall displays.
Whether it’s a board, card, or Trello member, Trello’s powerful search helps you find what’s needed, fast.
Take it to-go
Get Trello for iPhone and Android, and access your Boards on the go.
If you love to play with code as much as we do, there’s an API for you. Create your own apps, plugins and extensions.
And it’s all free!
Yup, Trello is free, now and forever. That means we’ll never take away everything you love and put it behind a pay wall. So feel free to fall in love—it’s here to stay. If only more of life were like that!
For a proper demo of this CRM solution:
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Rich’s View of Trello:
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If you are considering this program, you should also look at these other CRM solutions:
- Coming Soon!
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