Introducing Boards V1, visual workflow management in Trengo

Boards

We've launched Boards, a powerful visual workflow management tool that transforms Trengo into a complete platform for managing deals, leads, incidents, candidates, bookings, and more.

Boards connects your communication directly to business outcomes, eliminating the need to switch between CRMs, spreadsheets, and project management tools. Now sales, marketing, support, and operations teams can manage their entire workflow within Trengo.

What you can do with Boards:

• Create custom boards for different workflows (sales pipelines, lead qualification, incident tracking, candidate management, booking management)
• Add and manage cards representing deals, leads, incidents, or any item you're tracking
• Link conversations directly to cards for full context and communication history

Customize workflow stages with columns that match your team's process

• Assign cards to team members with due dates and priorities
• Track metrics like conversion rates, cycle times, and pipeline value
• Drag and drop cards between stages as work progresses
• Add custom fields to capture information specific to your workflow
• Integrate via API to programmatically create, update, and delete cards

Accessing Boards:

Boards is now visible in your main navigation bar. Look for the Boards icon to get started, or visit app.trengo.com/boards directly.

Start with a template or build a custom board from scratch, the choice is yours.

Learn more:

Read the Help Center guide: https://help.trengo.com/article/boards

View API documentation: developers.trengo.com/reference/create-a-new-card