Name: SendBoard
Price: 6 USD
Author: SendBoard

Call Center Workforce Optimization

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

Augmented Reality Development

Batch Management Software

Development

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Document Management

Enterprise Legal Management

Integrated Workplace Management (IWMS)

Meeting Management

Privacy Policy Generators

Enterprise

Accounting

Accounting and Tax Services

Blockchain Payments

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

HR Management

Payroll

Talent Intelligence

Talent Management

Video Interview

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

Business Process Automation

Cloud Data Warehouse

Cloud Storage

Custom Software Development Services

Data Center Virtualization

DevSecOps

Firewall

Fraud Detection

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Network Traffic Analysis (NTA)

SaaS Management

Software-Defined WAN

System Monitoring

Test Management

Time Series Databases

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Competitive Intelligence

Content Management

Email Deliverability

Email Marketing

Email Testing

Employee Advocacy

Marketing Automation

Press Release Management

Social Media Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Wholesale Marketplace

Marketing

Job Site Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Government Contracting

Proposal

Sales

Cloud Access Security Brokers

Data-Centric Audit Protection (DCAP)

Security

Digital Forensics

Financial Services CRM

Medical Office EMR & EHR

Population Health Management

Vertical-Specific

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SendBoard is an email management tool that seamlessly integrates with Trello, enabling users to send and receive emails within the Trello platform. According to the vendor, SendBoard facilitates collaboration, automates workflows, and streamlines email communication for businesses of all sizes. It is utilized by sales teams, support teams, HR and recruitment teams, project management teams, hospitality and reservations teams, and various other professions and industries.

## Key Features

**Email Integration**: Connect a shared inbox to Trello and receive emails as new cards. Reply to emails directly from Trello using the rich-text editor.

**Shared Inbox Collaboration**: Collaborate with your team in a shared inbox within Trello. Suitable for sales, support, HR, project management, and other teams.

**Saved Reply Templates**: Utilize saved reply templates to quickly respond to common queries. Save time and avoid errors by using pre-defined email templates.

**Email Automation**: Automate tasks and workflows using Trello automations. Create custom buttons and send templated emails based on triggers.

**Customization Options**: Customize your setup with custom logos, signatures, and email addresses. Seamlessly integrate with popular email providers like Gmail and Microsoft 365.

**Variable Insertion**: Personalize emails by inserting Trello content, contact names, and custom fields using variables. Each variable is automatically populated with the relevant value when sending emails.

**Custom Domain Support**: Send emails from your own custom domain to enhance trust and recognition. Link up your email address to your Trello board for a professional touch.

**Merge Similar Cards**: Combine multiple cards with similar conversations into one. Keep your inbox organized and prevent duplication of conversations.

**Mobile App Support**: Access and reply to emails on the go using the Trello mobile app. Stay connected and manage your email workflow from anywhere.

**Contact Management**: Manage your contact database within Trello. Import and edit contact details, group contacts by organization, and view email activity.

Basic

Odoo, from the Belgium-headquartered multinational company of the same name, is a suite of business applications for managing the sales pipeline. It also comprises a PoS and inventory management modules, scaling to a warehouse or retail management solution.

Standard

Custom

Odoo

Growth

Mid Market

Deskera ERP

SendBoard

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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SendBoard

Overview

What is SendBoard?