Each Trello and Pipedrive use a Kanban board as the inspiration of their design interface, however the similarities finish there. That’s as a result of Trello is designed as a easy challenge administration platform, whereas Pipedrive is a CRM instrument designed for gross sales groups. On this information we examine Trello vs. Pipedrive that will help you determine which platform is a greater match on your wants—or for those who want each.
1
monday.com
monday.com
Workers per Firm Measurement
Micro (0-49), Small (50-249), Medium (250-999), Giant (1,000-4,999), Enterprise (5,000+)
Any Firm Measurement
Any Firm Measurement
Options
Agile Improvement, Analytics / Reviews, API, and extra
2
Wrike
Wrike
Workers per Firm Measurement
Micro (0-49), Small (50-249), Medium (250-999), Giant (1,000-4,999), Enterprise (5,000+)
Medium (250-999 Workers), Giant (1,000-4,999 Workers), Enterprise (5,000+ Workers)
Medium, Giant, Enterprise
Options
Agile Improvement, Analytics / Reviews, API, and extra
3
Quickbase
Quickbase
Workers per Firm Measurement
Micro (0-49), Small (50-249), Medium (250-999), Giant (1,000-4,999), Enterprise (5,000+)
Small (50-249 Workers), Medium (250-999 Workers), Giant (1,000-4,999 Workers), Enterprise (5,000+ Workers)
Small, Medium, Giant, Enterprise
Options
Agile Improvement, Analytics / Reviews, API, and extra
Trello vs. Pipedrive: Comparability desk
Options | ||
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Beginning value (billed yearly) | ||
Eternally free plan | ||
Undertaking template library | ||
Constructed-in CRM | ||
Lead and electronic mail import | ||
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Trello vs. Pipedrive: Pricing
Each Trello and Pipedrive provide 5 pricing plans to select from. Trello provides a perpetually free plan and a 14-day free trial for the Premium plan. Pipedrive gives a 14-day free trial for all of its 5 pricing plans, however a perpetually free plan is just not obtainable. Pipedrive is costlier than Trello, but it surely’s not likely a good comparability since they’re two totally different sorts of software program. Trello is without doubt one of the extra reasonably priced challenge administration platforms, whereas Pipedrive is comparatively reasonably priced in comparison with different CRMs.
Trello pricing
- Free: Consists of limitless playing cards and as much as 10 boards per Workspace.
- Commonplace: $5 per consumer per thirty days, billed yearly, or $6 per consumer billed month-to-month.
- Premium: $10 per consumer per thirty days, billed yearly, or $12.50 per consumer billed month-to-month.
- Enterprise: Between $7.38 and $17.50 per consumer per thirty days billed yearly, relying on the variety of customers. Groups with greater than 5,000 customers can contact Atlassian for customized pricing.
For extra info, see our in-depth Trello evaluation and take a look at our checklist of Trello options.
Pipedrive pricing*
- Important: $14 per consumer per thirty days billed yearly, or $24 per consumer per thirty days billed month-to-month.
- Superior: $29 per consumer per thirty days billed yearly, or $39 per consumer per thirty days billed month-to-month.
- Skilled: $49 per consumer per thirty days billed yearly, or $64 per consumer per thirty days billed month-to-month.
- Energy: $64 per consumer per thirty days, billed yearly, or $79 per consumer per thirty days billed month-to-month.
- Enterprise: $99 per consumer per thirty days billed yearly, or $129 per consumer per thirty days billed month-to-month.
* Pipedrive has three totally different pricing tiers, based mostly on nation. This pricing displays what I see, based mostly on U.S. pricing.
For extra info, see our in-depth Pipedrive evaluation and our Pipedrive vs. Hubspot comparability.
Trello vs. Pipedrive: Function comparability
Undertaking views and templates
Each Trello and Pipedrive are identified for his or her straightforward and intuitive Kanban board interfaces, which is without doubt one of the solely similarities between the platforms. In Pipedrive, I might swap between the Kanban board view (referred to as the Pipeline view, Determine A) and the checklist view, which seems a bit like a spreadsheet grid. There’s additionally a forecast view that reveals potential upcoming gross sales.
Trello provides extra challenge views to select from, together with Calendar, Timeline, Desk, Dashboard and Map. Nevertheless, you could improve to not less than the Premium plan to be able to get these further views in Trello — free and Commonplace accounts solely get entry to the Kanban board, which is a little bit of a disadvantage.
Pipedrive doesn’t provide a template library that you may discover, although it does let you create your individual challenge template from scratch and put it aside for later use. In distinction, Trello provides dozens of board templates you should utilize, together with similar sales-specific templates (Determine B). Due to its better vary of challenge views and templates, I’d suggest Trello for groups exterior of gross sales.
Undertaking administration
Trello provides easy process and challenge administration options which are straightforward for particular person and small groups to grasp, even when they’ve by no means used a challenge administration instrument earlier than. Trello’s capabilities aren’t as superior as a few of its rivals, akin to Microsoft Undertaking or monday.com, which provide options like funds and workload administration. Nevertheless, that additionally implies that the training curve is lots decrease for Trello.
In Trello, I had no bother including playing cards for every process and sorting them into varied columns. I might add a guidelines of subtasks to every card (Determine C), set a due date, connect recordsdata and hyperlinks, add totally different coloured labels and assign duties to myself or another person. As soon as I had created the playing cards, transferring them between totally different columns was a snap. Paid accounts get entry to further challenge administration options akin to superior checklists and customized fields.
Whereas it’s primarily a CRM, Pipedrive does provide restricted challenge administration capabilities by means of a function referred to as Tasks. Tasks is a paid add-on for the Important, Superior, and Skilled plans, whereas it’s robotically included within the Energy and Enterprise plans. If you happen to determine to add-on this function, it is going to price $6.70 per consumer per thirty days billed yearly or $8 per consumer per thirty days billed month-to-month.
You’ll be able to technically use Tasks for any sort of process or challenge administration, however as soon as I started testing this function, it turned clear that it was designed particularly for gross sales groups. I used to be in a position so as to add duties and subtasks in addition to particular actions widespread to gross sales groups, akin to lunches and telephone calls (Determine D). All duties and actions may be grouped by both the 5 most important phases of the gross sales course of or by individual, group, or deal. There are additionally devoted tabs the place I might add recordsdata, add notes, hyperlink emails, and ship and obtain paperwork.
I can see how Pipedrive’s Tasks options are useful for gross sales groups who need to preserve all the things centralized in a single CRM, however its give attention to gross sales makes it much less helpful for different varieties of groups. After testing each platforms, I discover Trello to be the extra versatile and reasonably priced choice for non-sales groups in search of a real challenge administration software program resolution.
Lead administration
Lead administration is the place Pipedrive actually outshines Trello. Pipedrive has quite a few CRM options constructed with gross sales groups in thoughts. Leads may be imported from the stay chat, chatbot, or the included internet types. Contacts are centralized in a single checklist (Determine E) and may be hooked up to gross sales duties or actions akin to scheduling a lunch. You may as well hyperlink your electronic mail accounts to Pipedrive to maintain all the things synced up. There’s additionally a dashboard that highlights sales-specific metrics akin to lead conversion and common deal worth.
Whereas Trello does provide some gross sales templates, it lacks the sturdy built-in gross sales options that Pipedrive gives. As an example, there are not any modules for contact administration or lead nurturing. You’ll be able to join third-party gross sales instruments to Trello utilizing integrations and power-ups, however its native options actually can’t replicate a CRM like Pipedrive.
Trello execs and cons
Professionals of Trello
- Intuitive Kanban boards.
- Low studying curve and beginner-friendly.
- Eternally free plan.
- Inexpensive pricing plans.
Cons of Trello
- Should improve to Premium plan for added challenge views.
- Lacks superior challenge administration options.
- No CRM capabilities.
Pipedrive execs and cons
Professionals of Pipedrive
- Gross sales pipeline Kanban board interface.
- A number of pricing plans means larger scalability.
- Import leads by means of chat and internet types.
- Sync emails immediately into Pipedrive.
Cons of Pipedrive
- No perpetually free plan.
- Undertaking administration is a paid add-on for many plans.
- Not appropriate for non-sales groups.
Ought to your group use Trello or Pipedrive?
Select Trello if . . .
- You need intuitive, versatile Kanban boards.
- You need easy challenge administration software program for various sorts of groups.
- You don’t want tremendous superior challenge administration options.
- You want a perpetually free plan choice.
- You need a big library of templates to select from.
Select Pipedrive if . . .
- You might be a part of a gross sales workforce in search of a CRM.
- You want to have the ability to import leads simply.
- You don’t want general-purpose challenge administration software program.
- You want to have the ability to sync your emails into your CRM.
- You need contact and lead administration instruments.
Methodology
To match Trello vs. Pipedrive, I signed up without spending a dime trials of each software program along with reviewing product documentation, watching demo movies and consulting our professional product rating scores. I prioritized gross sales and challenge administration options throughout the writing of this evaluation. I additionally thought-about different components akin to pricing, customer support, automations and integrations.