For those who had worked with me, I am using Trello as my CRM on a board “Doing Business with Contalist”.
I liked Contalist as it allows me to communicate directly from when a Trello card using templates such that you can facilitate many of your regular outbound messages including the use of your custom fields.
It has its own form (including webforms) and workflow for:
- move to list
- due days (before and after)
- comments
Furthermore, it has a number of useful APIs which allows you to do things like automatically assign the contact to your intake card.
One of the nice feature is contact types :
As you can see besides Contact, I have Assistant. This is where the latest enhancement I am making to my CRM.
With email filters, reply email originating from my CRM are automatically created in my Inbox and a cardlink is created on a Email Replies checklist. By hovering over the cardlinks, you can have quick look at the card. A special Action namely Respond to Reply Card (email via a template) a formatted response to the reply can be sent.
The Suggest a reply calls an OpenAI Assistant to summarise the email thread and suggest a reply as a comment on the card.
Here’s an example:
Here some of the components that make up the solution:
- Email Filter and front end email webhook
- Create Email Reply card micro built with FastAPI
- Contalist - Actions, Templates,…etc
- An OpenAI Assistant