Trello - consult or configuring Trello with Crm and drip email and Sms marketing plugin

Evaluating bids
I’m looking for a Trello Pro to consult or configuring Trello integration with a simple crm and an automated drip sms and email marketing plugin.

This is the way I envision my ideal day to day workflow within Trello. Prospects call and I assess their needs, fill out their "general" contact info on a CRM embedded on a Trillo card. After my initial Trello card is set up I want all follow-ups with the new prospect to be automated SMS’s and emails set on a drip schedule until they become a customer or they opt out.

Once the prospect becomes a customer, I need automated triggers configured to send SMS’s and email’s to the customers as Trello card is moved to 3 different Trello boards.

Some of the crm contact information needs to be populated into sms's and emails.

Recurring monthly cost is a concern – looks like a great plugin but they want $50 a month which is a non-starter (I’m a solo user not a corporation) Maybe Zoho or Zapier will work but I really don’t want to take the time to educate myself or take the time to tweak and test apps.

If you have actual experience configuring a basic uncomplicated CRM and friendly Drip Marketing plugin apps that work seamlessly within Trillo, please respond to this gig

Category: Design & Multimedia
Subcategory: Mobile app design
What do you need?: Small update to an existing design
Is this a project or a position?: Project
Required availability: As needed
Similar apps: Other

USD 50 - 100





Interested freelancers

Published: Last month

Deadline: Not specified

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