I’m looking for someone 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 – [login to view URL] 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