Trello for leads and VA work tracking

[Yuriy Skripnichenko]

Hi All!

I'm currently testing out Trello. I want to use it as a CRM for my VA to track outcomes of cold calls to FSBO and record all the details, as well as set up tasks for me to follow up with prospective leads.

Does anyone use Trello as a CRM in order to track and manage your leads and your VA work?

Please share your successes and failures with using CRMs, and any specific advice on how to organize the boards in Trello would be greatly appreciated. 

[Christopher Phillips]

@Yuriy Skripnichenko

I use Trello as a tracking board. But, it wouldn't make a good CRM. There would be no way to upload or download the database. And without proper database functionality, you'll eventually run into issues.