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Infinitely flexible. Incredibly easy to use. Great mobile apps. It's free. Trello keeps track of everything, from the big picture to the minute details. |
Make Trello a part of your sales process
For example; Create a card in a Trello board once an order has been placed for client onboarding.
The Trello app shows a widget in the opportunity and order window for easy card creation in any of your Trello boards and lists.
How to install
The Trello app is installed per user and there are no special settings you need to do except allowing Upsales to use your Trello account.
- Navigate to settings > apps > Trello
- Connect your Trello account
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