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Both Pipedrive and Trello are project management software that helps you manage the day-to-day activities of your business. While these tools have many striking similarities, they also have distinct differences. Thus, pitching Pipedrive against Trello in a Pipedrive vs. Trello version translates into embarking on a long journey.
Technological advancement in the modern day offers business owners many easier means of handling projects. In sharp contrast to what was obtainable decades ago, businesses now have access to project management tools and customer relationship management software. The implication is that managers can now interact with every team member individually and collectively while remote.
This is where Pipedrive and Trello come in. They are the secret to effective multitasking successes. They each have some key features that define them.
Fundamentally, Pipedrive and Trello are two different applications with similar tools. As a result, a Pipedrive vs. Trello exercise will be helpful only when it takes project peculiarities along. Any attempt to compare them head to head will probably produce a false result. What works fine is to evaluate the features offered by each of them and analyze them along with typical projects that businesses undertake. For this article, Pipedrive is our top pick.
Pipedrive is one of the front runners among customer relationship management (CRM) software that facilitates seamless data collection on sales prospects. The developers built it to allow users to securely store and share stored data across teams that might need such data for different purposes. Fundamentally, Pipedrive aids easy coordination of sales activities, from customer service and marketing to sales, and yields more efficiency and productivity.
- Customization: In addition, Pipedrive offers features that make it an excellent CRM. Some of these features are its support of custom creation of automation. Users can create customizable sales assistant AI. Other inbuilt features that users can take advantage of are shareable dashboard links, automatic call logging, world-class data storage, and more.
- Security: Likewise, Pipedrive’s security measures are well above average. Besides the security dashboard meant to tip off users of possible sabotage, it is also secured with two-factor authentication.
- Across the board Use: All these potentially help the business reach prospects and close sales. However, this by no means implies that only sales teams make use of Pipedrive. Other teams, such as Planning and Technical Teams, also find Pipedrive useful.
Trello is, by all standards, a project management solution that most users deploy to effectively manage projects. It has project management tools such as an easy-to-use kanban board, custom cards, and checklists, which businesses can utilize to enhance the chances of achieving business goals. It is particularly suited to small businesses because of its free plan. However, that is limited to a maximum of ten boards.
- Subscription Plans: Speaking of plans, Trello offers four tiers of task management services to business owners. As mentioned earlier, the free plan comes with 250 workspace commands per month and unlimited cards. It also has storage that is capped at 10MB. Furthermore, there are Standard, Premium, and Enterprise plans. Each of these costs
- Automation and customization: Also, it has built-in workflow automation and custom fields, which you can use in keeping track of multiple projects.
- Integration: Trello also allows custom integration of other project management tools. This capability helps managers manage an entire project/multiple projects effectively. It means you can enjoy your other favorite applications’ full functionalities while working with Trello. Applications and software such as Google Drive, Evernote, etc., work fine with Trello.
- Intuitive Interfaces: Another notable advantage of Trello is its intuitive interface. Trello has interfaces that are user-friendly and mobile adaptive. Like Pipedrive, it is also available in mobile apps. This alone is a big plus as tasks such as card creation, assigning tasks, adding due dates, and tracking all progress can be done on the move.
Similarities Between Pipedrive and Trello
From the overviews of Pipedrive and Trello above, it is evident that they bear similar features and functions. Let’s compare and contrast Pipedrive and Trello and see the depth of their similarities and differences.
Both Pipedrive and Trello have the capabilities for integrations to improve internal collaboration, document management, different campaign management, etc.
Pipedrive and Trello have automations to help users easily achieve desired results. Many business processes can be automated such that they would not need human intervention to function. For instance, you can automate a trigger and an action under the ‘if-then’ condition. Once this trigger is tripped, the automated action automatically happens. If you set a condition that the ‘Tech Manager should be notified whenever a card is deleted,’ it means anytime anybody deletes a card, either by accident or intentionally, the Tech Manager will receive a notification.
It is worthy of note that each of Pipedrive and Trello has a unique automation. Butler, the tool that assists you with automation on Trello, tracks your activities on Trello board and identifies them. After AI evaluation, it proposes automations lines that will function independently of humans.
On the other hand, Pipeline has a sales assistant that presents you with cards as and when due. It also utilizes features of integrated apps and gives tips on marketing campaigns to raise sales.
Differences Between Pipedrive and Trello
Pipedrive and Trello also have clear differences. As a result, the application of either of these solutions depends heavily on the nature of your project. It becomes incumbent on project managers to weigh the strength of the built-in solution tools and other key features in relation to their project management needs. Here are their differences.
Though Pipedrive and Trello perform almost the same functions, their primary functions differ. Trello is undoubtedly project management software that focuses on task management. Trello is an excellent digital platform for planning, executing, and accomplishing projects. It features tools like progress reports, calendar views, and website forms.
Pipedrive, on the other hand, focuses primarily on helping businesses collect information on prospects and customers to encourage more sales. As such, Pipedrive’s primary function is customer relationship management (CRM). Some key tools enable Pipedrive to function effectively as a CRM. These are pipeline dashboards, data gathering, and storage enablement, sales reporting, and automations.
Careful comparisons show that Pipedrive has an edge above Trello in this area. It offers close to two hundred additional integrations than Trello.
For instance, for hassle-free integration, Trello is compatible with Microsoft Teams, Gmail, Evernote, Google Drive, Slack, and Mailchimp. Pipedrive, on its part, integrates Zoho, Google Analytics, HubSpot, DocuSign, and Google Meet.
Customer Relationship Management
This is what most Pipedrive tools target. Instead of focusing on tasks and how to effectively manage projects, Pipedrive gives priority to lead generation and other goal-oriented activities of the sales teams. Trello has little to offer in this regard. Thus, it is advisable to go for Pipedrive if you are looking for a CRM.
Project Management Software
Conversely, Trello’s design and tools position it as fantastic project management software. Its Kanban board, with the drag-and-drop feature, gives you visual progress of your entire project. In addition, task management is a lot simpler when you use Trello.
Comparing Trello and Pipedrive in isolation from the projects will be a disservice. This is because each of them has its strengths. However, Pipedrive, a CRM software, will be the better solution for a project that needs marketing tools.
However, for projects that require internal coordination and management, the table will tilt in favor of Trello. Only a project management application, especially one with great mobile apps, can serve in this case. The Trello board and its capability to create to-do lists always come in handy for project management.
CRM offers a lot of benefits to businesses. These benefits include the segmentation of customers, and custom and individual customer-specific outreach. It also leads coordination from a central platform, prospects, and closed sales data storage. Others are projecting sales trends, facilitation of communication internally and externally, and automation of tasks such as data entry and collection and sharing of customer data.
Put all these together in a company, and the company will easily offer improved customer experiences and gain more leads. The outcome would be more deals, more sales, and higher conversion rates.
Paul Martinez is the founder of EcomSidekick.com. He is an expert in the areas of finance, real estate, eCommerce, traffic and conversion.
Join him on EcomSidekick.com to learn how to improve your financial life and excel in these areas. Before starting this media site, Paul built from scratch and managed two multi-million dollar companies. One in the real estate sector and one in the eCommerce sector.