Meeting your customers’ expectations is the linchpin of any business in achieving its goals in the cutthroat market today. But for that to happen, you need the right tools. Pipedrive and Trello are two popular options companies use to help manage their outreach workflows and align with specific projects or sales goals.
When it comes to Pipedrive vs. Trello, they do have some common characteristics, but, at heart, serve different purposes and belong to two distinct categories. The principal similarity they share is offering a Kanban-style board to move things through a pipeline.
To put it plainly, Pipedrive is a sales-focused customer relationship management (CRM) tool. Meanwhile, Trello is a task management app that helps teams organize tasks and projects.
If that’s the information you were looking for, then you can head out. If, however, you still want an in-depth understanding of the two tools, continue reading.
This guide will closely examine the strengths, weaknesses, and features, and help you decide: Pipedrive vs. Trello—which platform fits your business needs better?
Pipedrive: An Overview
Pipedrive is a customer relationship management (CRM) software that manages sales processes and customer engagement. It helps teams monitor leads by organizing their leads’ contact information, activity history, and associated deals.
The main objective of Pipedrive is to offer a detailed database of customer data and simplify your business’s communications. Moreover, it provides a visual sales pipeline to track deals through multiple stages of the sales process.
You can easily move deals back and forth, with all the information about the client and the offer. It centralizes all communication and activity in the contact and deal pages, so you don’t get lost trying to maneuver your way through the app.
Other features include email marketing integration, workflow automation, and the Projects add-on, which adds different core project management features to the CRM’s interface.
Best for: Businesses of all sizes, from startups to large corporations.
Trello: An Overview
Trello is a project management tool based on the Kanban methodology. It empowers teams to organize tasks, create boards filled with cards for each task, and move them to different lists to track progress.
Some of the main features it offers are customizable boards, file attachments, task assignments, due dates, checklists, and others. Although it is viewed as the internet’s Kanban temple, that’s not the only view you’re limited to.
Apart from Kanban, you also get the calendar view, the map view, the timeline view, and the table view.
Best for: Small businesses, freelancers, small teams, and project managers.
Pipedrive vs. Trello: Core Functionalities
Pipedrive and Trello are inherently distinct platforms. Trello is designed as a project management platform, while Pipedrive is a CRM tool built for sales teams. They both offer convenience and help companies streamline their workflows. Let’s explore their core functionalities and features.
Primary Use Case
Pipedrive: Built with a singular focus—to help sales teams sell more effectively. You can track business activities, automate repetitive sales tasks, analyze pipeline performance, and maintain customer communication records.
Trello: Designed to offer simplicity and flexibility in project management. It’s adaptable, flexible, and easy to customize. Suitable for task management, planning campaigns, and organizing internal operations.
Dashboards and Project Views
Pipedrive: Its customizable sales dashboard offers a detailed view of your sales pipeline, key activities, and metrics. It can be customized and segmented according to data by sales stage, product line, or team member.
Users can access the activity feed that displays a unified view of the customer interactions, follow-ups, and alerts. You can also switch between the Kanban board view and the list view.
Trello: Provides visual representations of projects. All lists can be personalized with checklists, due dates, and labels. You can gain access to third-party tool integration with Power-Ups.
Moreover, you can extract data to report timeline trends, identify gaps, and show workload distributions. It also offers more project views than Pipedrive, including Timeline, Table, Map, Dashboard, and Calendar.
Pipeline Management
Pipedrive: Gives complete visibility over your sales pipeline. Its feature-rich system offers customization to track deal progress, manage tasks, and locate weaknesses.
Trello: Does not natively support sales funnels without additional integrations. It mainly covers project management, but can work for pipeline management using boards, lists, and cards.
Automation
Pipedrive: Offers advanced workflow functionality catering to sales teams. Triggers emails and other activities upon deal stage changes.
Trello: Carries a dedicated automation feature, ‘Butler.’ This helps you create custom automation rules through an easy rule builder, like moving cards between lists, sending reminders, and assigning due dates. However, it cannot provide CRM-level automation like Pipedrive.
Customization and Scalability
Pipedrive: You can easily tailor deal stages, sales pipelines, deal fields, and automation rules with Pipedrive’s customizable CRM. It facilitates integration with Mailchimp, Zoom, and several apps to enhance its functionality. Some examples include Slack, Jira, Workspace, and Google
Additionally, it can support the needs of growing businesses while ensuring efficiency.
Trello: Trello offers customization in its boards and card system. Users can change colours, backgrounds, cover images, and more. Through Power-Ups, you can add extra features like custom fields, calendar views, powerful analytics, etc.
It supports all basic integrations; however, it does not provide integrated email tracking. For scaling businesses, more integrations are required with Trello to support their needs.
Reporting and Analytics
Pipedrive: It empowers businesses by generating customizable reports on key sales metrics like conversion rates, revenue forecasting, and deal progress, etc. It also helps identify top lead sources so companies can shift their focus to the most effective deals.
In addition, it subsidizes an AI-powered approach that assists quicker creation of reports, helping businesses make informed decisions.
Trello: This management platform offers a limited range of reporting and analytics features. They are only accessible to premium members to carry out basic time-tracking and project management reports.
You can integrate third-party tools to facilitate advanced reporting.
Pipedrive vs. Trello: Pricing
| Pipedrive | Trello |
| Free plan: Limited CRM functionalities | Free Plan: Basic boards and cards |
| Lite: Annual billing of $14 per user/month. Access lead, calendar, and pipeline management. Plus, you can get AI-generated reports, integrations, and more. | Standard: $5 per user/month, billed annually. Offers unlimited boards and up to 1000 Workspace command runs per month. |
| Growth: Annual billing of $39 per user/month. Provides features such as email sync, automations, live chat support, etc. | Premium: $10 per user per month, billed annually. Users get all Standard features plus unlimited Workspace commands and advanced security features. |
| Premium: $64 per user/month, billed annually. Offers complete sales tools. | Enterprise: Annual billing of $17.50 per user/month. Provides enterprise-level features. |
| Ultimate: $79 per user/month, billed annually. Includes all features in Premium, unlimited usage, optimized for scaling teams. |
How Does Techloyce Help with Pipedrive and Trello Integrations?
Techloyce wizards offer support for advanced integration with Pipedrive and Trello to unlock their maximum potential. We value automated workflows and the need for intuitive tools based on your business needs. Our consultation, implementation, and integration services are among the best in the industry. Here’s how:
We believe that CRM software like Pipedrive can enhance your sales performance and offer the clarity you require to grow your business. For this reason, we offer intuitive tools like drag and drop, importing contacts from your spreadsheets, and enabling a history view of calls and emails, among others.
Techloyce experts design workflows that help you improve agility and close more deals.
Moreover, Techloyce offers the Trello-Odoo Connector that syncs data between Trello and Odoo. This integration is a powerful setup that imports all Trello boards, projects, and tasks into Odoo, and vice versa. All in all, you can stay on top of your project management workflows, all while enhancing your productivity.
Final Verdict
To conclude this blog and give you our final verdict, it is first essential to determine your business needs. If your objective is to manage your sales team, import leads effortlessly, carry out sophisticated sales automation, and access contact and lead management tools, Pipedrive is the right fit for you.
On the other hand, Trello should be your choice if you require a visual project management software that’s adaptive, easy to use, and has a free plan option.
Alternatively, if you need both apps to handle different workflows for your business, let Techloyce guide you through the entire process.
Contact us today for expert consultation and integration services!
