When you click one, you can add a lot of information to it: descriptions, comments, attachments, checklists, deadlines, the list goes on. They sit on each list with a summary of their contents, quietly waiting to be clicked. Trello cards are powerful and really versatile. Rounding up all design references to start a new project? You get the idea. Keeping an inventory of office assets and their locations? Also possible. If your data benefits from being in a Kanban board at all, you can use Trello to organize it. There's more than project management, though. You can see basic information about each card and drag and drop the cards to reorganize them. Here's an example of Trello's colorful Kanban boards, with 6 lists and a few cards on each list. It also breaks linearity, letting you tackle a project with multiple individual parts from any entry point. This visual approach is great to let you know what's next, reducing overwhelm and improving productivity. Once you map what needs to be done, you can move the cards from left to right as you complete them. Its top strength is project management, as you can label each list based on project status-to do, doing, and done, for example-and add cards with tasks to each of them. ![]() Trello is the internet's Kanban temple, offering a range of features to help you manage information using lists and cards. Trello is a productivity tool focused on project management For those of you that have a more established business and want more consistency and efficiency on your sales processes, then Pipedrive will be a really good companion. After all, you can always switch to Pipedrive when you're ready to focus on sales. Smaller businesses and freelancers may fail to see the point in investing in Pipedrive, at least while ramping up revenue and building the first relationships with prospects-and there's nothing wrong with that. While not the most expensive app in the CRM market, it's a decent financial commitment. Add-ons are paid, too, each going for an average of $25 per month. Pipedrive doesn't have a free plan-but you can try everything out in a 14-day trial-and the pricing starts at $14.90 per user per month to unlock the basic features. (It feels a bit like Trello here, but not as flexible.) Once you set a deal to closed won, you can convert it into a project right away. Projects adds project management to Pipedrive. Smart Docs handles documents like quotes and eSignatures, and even generates filled document templates automatically. It can tell which company the visitor works at and helps you rank these visitors, so you know who you should contact first.Ĭampaigns introduces email marketing features into the platform, helping you set up email campaigns and send them out en masse. ![]() Web Visitors identifies who's browsing your website. It also introduces prospecting features, letting you browse a 400-million contact database and set filters to find the right people. LeadBooster adds live chat and chatbots to your website, so your sales team can pick up the ball right there with your visitors. Here's a quick rundown of the whole offering: In addition to the core CRM features, Pipedrive has been developing a range of add-ons to help your business find more leads and close more deals. Pipedrive's contact timeline will let you see activities spread out through time, letting you judge whether you're putting too much pressure or none at all. The objective? Building an in-depth database of customer data to streamline your company's communication and improve business processes. Pipedrive is a CRM, a tool to help sales teams keep track of their leads' contact information, activity history, and associated deals. If, on the other hand, you want a deeper understanding of each app, read on. Maximize your work by automating Trello with Zapier How to automate your sales process with Pipedrive and Zapier But first, see how you can connect Pipedrive and Trello with the rest of your tech stack: If that answers your question, then you can head out. Trello is a task management app to help individuals or small teams manage projects. Pipedrive is a customer relationship management (CRM) tool for salespeople. Pipedrive and Trello share some features, but in the end, they belong to two distinct categories and serve two different audiences. I revisited both for this article, testing each one in depth to see where they overlap-and how they compare-and my understanding was confirmed: these two apps aren't quite in the same category. I've used Trello for collaborative projects in the past, and I've spent a lot of time testing Pipedrive.
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