New contact management features: Call for beta testers
We are developing new, more powerful contact management tools for advanced CRM capabilities. Read on to be the first to try them out!
The Email for Trello Power-Up already makes it easy to manage your CRM workflow and client communications right from the Trello interface. Our new CRM features add advanced contact management functionality so that you can take your email workflow to the next level.
Call for beta testers
Become a beta tester! We’re opening up testing for current Power-Up users on our Pro plan. So if you think your team could benefit from Email for Trello’s new contact management tools, we’d love to hear from you. Here’s a peek at some of the new CRM capabilities SendBoard is developing.
📇 Contact overview
We’re introducing a new feature that allows you to view an overview of your contacts within Trello. With this update, you can explore all cards and email communication in the context of a single contact, enabling you to start from a contact and access all relevant information, even if the contact is assigned to cards on multiple boards. This feature enhances your workflow by offering a more comprehensive view of your contacts, giving you a more efficient way to manage your tasks and communication within Trello.
🏢 Organization groups
We’re improving contact management by adding the option to group contacts into an organization. This is especially useful for teams that need to manage project workflows and streamline email communications across clients or companies with multiple team members.
📝 Contact notes
We’re also introducing Contact Notes - a new feature that allows you to add customized notes to your contacts in Trello. You can easily add important details about your contacts, keeping all relevant information in one place. This feature enables you to have greater flexibility and control over your contact management, helping you to stay organized and efficient in your workflow.
🔁 Contact import and export
You’ll soon be able to quickly import and export contacts to and from Trello. This will be especially useful when moving from an alternative CRM, Project management, Sales or support system.
Try out our new CRM features
These features are coming soon for everyone! But if you’re a current Email for Trello user, feel free to email hello@sendboard.com or click the button below to test out our new contact management features.
