You need project management software to help achieve measurable goals within your company. We compare Trello and Pipedrive, two cloud-based project management tools.
What is Pipe Drive?
Pipe drive is a customer relationship management tool designed to help sales teams track lead development from concept to close. The software includes features that allow users to store and pass on information about customer preferences, contacts, and status, creating a flow that can keep a focused team on track to meet sales expectations.
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What is Trello?
Trello is a project management tool designed to improve the flow of everything from basic content development to goal setting and achievement. The desired goal or content is on cards that can be shared by teams who can then add, edit, and improve details while tracking task completion and status. All information is on clear signs.
Feature Comparison: Pipedrive vs. Trello
|Drag and drop maps||Yes||Yes|
Head to Head Comparison: Pipedrive vs. Trello
Both Pipedrive and Trello rely on creating cards, which are then displayed on a kanban board so that individuals, team leaders, and executives can see progress at a glance. Notes can be added to cards and cards can be customized to a user’s needs.
Pipedrive’s cards, however, focus on customer relationship management for sales teams, allowing leads to be listed as “hot,” for example, and prioritized and assigned to those leads based on their potential. Contact details, callbacks, and posting deal progress are all prominent features of Pipedrive cards. Pipedrive also allows the use of drop-down menus more prominently in its maps, a feature that helps with automation features.
While Trello could function as a CRM tool, it is more generally designed for project management. For example, a website rebuild can be easily mapped out on Trello, assigning tasks to different team members and setting deadlines. Different boards can be created for each section of the site and other users can be tagged as editors, contributors or viewers. Photos, PDFs, links, spreadsheets, and Word files can be added to individual cards, consolidating the information you need in one place.
Pipedrive and Trello have generous free user limits, but both have upgrades that allow for more integration and storage. For example, Pipedrive enables 3,000 “open deals” for free on its platform. As businesses grow, those limits can be expanded through upgrades. Trello allows 10 open boards at a time.
Both project management platforms are easy to use and advanced time-saving tools are available for those who want to explore. Managers and regular employees alike will find plenty of reasons to use either platform and adapt them to their advantage.
Collaboration and division of labor
Pipedrive and Trello each have the ability to involve multiple team members in a project and assign specific tasks to individuals. The checklist feature in Trello allows tracking and measuring project progress, which can be an advantage when reporting on projects to C-suite executives. Similarly, deal tracking in Pipedrive can help executives plan future initiatives based on success rates.
The display boards for Pipedrive and Trello are similar, with customizable tabs to track project flow and progress. The drag-and-drop functionality on each makes it easy to assign, and managers can quickly assess where a project stands based on its status within the boards.
However, within an individual user’s display, Trello allows creating a board to focus on daily planning and goal setting, a tool that aids in individual performance.
Trello has four pricing options:
- Free: Free, intended for individuals.
- Standard: $5/month per user, intended for small teams.
- Premium: $10/month per user, intended for teams that need multiple tracking methods.
- Company: $17.50/month per user, intended for organizations.
Pipedrive is priced as follows:
- Essential: $14.90/month per user, with a limit of 15 reports.
- advanced: $24.90/month per user, with a limit of 30 reports.
- Professional: $49.90/month per user, with a limit of 150 reports.
- Company: $99/month per user, with unlimited reports.
Choose Pipedrive or Trello
The choice of a company between Pipe drive and Trello relies almost exclusively on the function of the company. Looking for a sales optimization tool? Pipedrive is probably your tool. Looking for projects that go beyond sales? Trello’s general setup offers more options.
The twist is that when integrated, Trello and Pipedrive can work together, allowing users to experience the best that both project management tools have to offer.
Best project management software recommendations
Build a modern company, driven by data. Connect to any data source to bring your data together in one unified view, then expose analytics to drive insight-based actions, all while maintaining security and control. Domo serves business customers in all industries who want to manage their entire organization from one platform.
Project Online with Project Pro is delivered through Microsoft’s Office 365 and can be used online from virtually anywhere on a variety of devices, as well as in a desktop environment. This project portfolio management software solution offers a variety of features and capabilities, including work management, demand management, portfolio analysis, resource management, planning, financial management, collaboration, risk management, reporting, and business intelligence.
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Zoho Projects is an online project management software that helps teams plan projects and efficiently track them to completion. Zoho Projects mobile app makes project management effortless from anywhere. Through intuitive reporting of project progress and budget health, the solution empowers teams to make quick decisions. Suitable for all types of teams, Zoho Projects facilitates the automation of tasks, workflows, and project notifications to improve productivity.