The right tool to help you manage your business is out there—you just need to know where to look. Choosing the wrong one can ultimately tank your business (so it’s essential to get it right the first time). I’m AJ—here to take the guesswork out of the equation. I’ve spent the last decade building my business (to multiple seven-figure exit). Since achieving financial freedom, I’ve made it my mission to help you get where I am (in a fraction of the time it took me). So, let’s get to the main event—Pipedrive vs. Trello. This was an incredibly close one! Bonus points if you can guess the winner.
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Bonfire Rating: 4.7/5 Pipedrive: Some of the best pipeline management in the game.
Try Pipedrive Free
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Bonfire Rating: 4.7/5 Trello is a project management tool that's more than meets the eye!
Try Trello Free
How Did We Evaluate Trello and Pipedrive?
My team and I put Trello and Pipedrive through their paces (over six months). We examined the following metrics: Pricing & Free Version Top Features Customer Service Integrations Ease of Use Best Mobile App Knowledge and Learning Center Limitations Which One We Think is Best for Small Businesses
How We Objectively Test Each Platform:
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Expert Review
Features
Pricing
Customer Service
Integrations
Ease of Use
Mobile
AJ's got a knack for kick-starting businesses, putting them on autopilot, and setting them up for acquisition. Over the past decade, he's been right in the thick of things with hundreds of small businesses, helping them with just about everything under the business sun. If you need advice on software suites and choices? AJ's your guy.
We roll up our sleeves and dive into the top CRM features we think are pretty crucial for small businesses. Stuff like reports and analytics, options to customize your pipelines, and the ability to link up with other apps and services. We know what makes small businesses tick, so we know what features they need to get the job done.
Money matters, folks! When it comes to picking a CRM system, price is usually the deal-breaker. We give a big thumbs up if a provider charges $30 or less per user each month for their starter plan. Extra brownie points for throwing in a freebie plan or trial, options to scale up or down as needed, and the freedom to pay monthly or yearly. We're looking for flexability for small businesses.
We all know support is mega important when you're choosing a CRM platform. This is especially true for those smaller businesses or sales teams who can't afford to have tech wizards on their payroll. We put our detective hats on to see if these companies offer round-the-clock support, and we looked at the different ways you can get help. We're talking live chat (like, real-time convo), email tickets, a good old-fashioned phone call, and self-service tools (for the DIY-ers out there).
When you're in the business of picking a CRM, integrations are like the secret sauce that takes your burger from 'meh' to 'mind-blowing'. Imagine, all your favorite apps and tools, working together in perfect harmony, making your workflow smoother than a fresh tub of Nutella. When we review a CRM, we look at the integrations most SMB owners are looking for.
When you're reviewing a Customer Relationship Management (CRM) system, it's essential to pay close attention to its ease of use. After all, a CRM is as beneficial as its usability. A simple, intuitive interface saves you and your team a great deal of time and headache. When we're reviewing each CRM, this is a crucial aspect that we look for.
The importance of Mobile CRM cannot be overstated in today's digital age. It's essential for fostering strong customer relationships and managing business activities. Mobile access to CRM makes it possible for sales teams to update and access customer information in real time, improving efficiency and ensuring up-to-date data. Mobile CRM can have a massive impact on SMBs, so thoroughly testing it is essential for each one of our reviews.
How We Test CRMs
Pipedrive Vs. Trello Comparison Chart
Here’s a quick overview of our Trello/Pipedrive matchup.
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Pipedrive Review
Trello Review
Pipedrive Vs. Trello: Pricing
Finding a CRM tailored to your business needs (without breaking the bank) can be challenging. Let’s see how Pipedrive does against Trello regarding overall cost.
Pipedrive Pricing
Pipedrive offers a free plan in addition to three paid plans: Essential: $21.90/Month Advanced: $37.90/Month Professional: $59.90/Month Power: $74.90/Month Enterprise: $119.00/Month Check out our complete Pipedrive pricing guide.
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Trello Pricing
Trello offers a free forever plan and three paid plans. They are as follows: Free – Free Forever Standard – $5/Month Premium – $10/Month Enterprise – $17.50/Month
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Trello Vs. Pipedrive Pricing Winner: Trello
AJ’s Take : Trello sweeps this round with a free plan and more affordable pricing. Plus, Pipedrive charges for add-ons (which can add up).
Trello Vs. Pipedrive: Top Features
Both Trello and Pipedrive offer all the features you need to scale your business to new heights. Let’s break it down to see which one wins.
Pipedrive Top Features
Let’s look at some of our favorite advanced features from Pipedrive.
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Pipeline Management
When it comes to scaling your sales process, excellent pipeline management is critical. Thankfully, Pipedrive offers some of the best pipeline management in the biz . Let’s walk you through our experience. My team and I added some affiliate marketing deals at Small Business Bonfire to test this feature. Here’s how a “new deal” card looks (for reference). Within each card, we had a ton of information at our fingertips. For example, we could easily see the following data at a glance: Associated contacts Organization Title Value Pipeline stage Probability of win Contact info We could also easily add custom fields to our deal cards (with just a click). From there, we could easily view our entire sales pipeline with Pipedrive’s sleek dashboard. Here’s how it looked from our perspective (during our six months of testing). We liked the ability to quickly schedule activities with each card by simply clicking the pipeline. This made it easy to keep track of follow-ups and other vital tasks (without navigating a million menus). Here’s a quick look at the activity scheduling process. The fact that we could easily see our calendar on the right side of each card made it easy to avoid double-booking or other scheduling conflicts. Plus, the ability to make notes on each card allowed us to keep track of important details (without cluttering up our main pipeline view). The bottom line : Pipedrive offers some of the best pipeline management on the market. If you want to take your sales processes up a notch, you can’t go wrong with Pipedrive .
Project Management
If you need a way to manage projects with ease (while scaling), look no further. Pipedrive provides powerful project management tools (for an extra $8/month). With Pipedrive, we were able to easily do the following: Track multiple projects at once Assign tasks to team members (with due dates and notifications) Set up a customizable project dashboard to view overall progress Communicate with team members within the platform Easily switch between project and sales pipeline views Throughout our testing, we created and tracked several projects using Pipedrive. For example, here’s a project we created for our company newsletter. We got an overview of each project’s progress (and where we were falling behind) at a glance. Plus, seeing each task assigned to specific team members made it easy to keep everyone accountable for their part in the project. We especially liked the ability to create project templates (shown below) for quick use. This way, we could create similar projects (without starting from scratch each time). The nuts and bolts: Pipedrive provides powerful project management features for an additional cost. This is a great option if you’re looking to manage projects and sales in one place.
Workflow Automation
Pipedrive offers a variety of workflow automation options for SMBs to take advantage of. Here’s a quick overview of what you can automate with Pipedrive: Contact Segmentation Lead Scoring and Qualification Progress tracking Activity reminders Automated email sequences (Including follow-up) Appointment Reminders Overall, Pipedrive offers some powerful automations to help streamline your processes and save time. We were especially impressed with the automatic follow-up sequences we were able to create for our affiliate marketing clients. This allowed us to effortlessly keep in touch with our clients and build stronger relationships (without manually sending follow-up emails). The need to know : Pipedrive’s automation features can help boost your productivity and save time—plain and simple.
Campaigns
Great email marketing campaigns can be a game-changer for small businesses. That’s where Pipedrive comes in. With Pipedrive’s campaign creation (available for an additional $16/month), you can easily create, schedule, and send off powerful email marketing campaigns. We got started with this feature by creating a campaign for our newsletter rollout. We loved Pipedrive’s helpful templates (pictured below) that helped us get going (no coding knowledge needed. From there, we were taken to Pipedrive’s intuitive drag-and-drop editor, where we could add the following elements to each email: Text Images Buttons Video Social links Custom code Here’s a sneak peek into the creation process (about halfway through). Each email took just a few minutes to create and slot into our campaign schedule (which was awesome). It was like having a separate email marketing software within our sales CRM. The nitty gritty : If you’re serious about taking your email marketing efforts to the next level, our vote is Pipedrive.
Customer Data Management
One of the standout features of Pipedrive is definitely its contact management. The user interface is super easy to navigate and has all the data you need in one place. Plus, you can customize it to fit your business perfectly. It’s one of our favorite contact management features in a CRM tool. Here are a few key things to know about Pipedrive’s contact management: You get a complete view of your contacts with all the important info, like their interaction history and associated deals. You can customize it to match your business needs by adding custom fields to contact cards. Pipedrive is designed to be user-friendly, making contact management a breeze. Check out an example of a contact card for one of our B2B affiliate marketing contacts at Small Business Bonfire. The layout is organized so that you can quickly understand your customers and communicate with them more effectively. Contact management may not be the flashiest feature, but trust me, it’s crucial for any business. And let me tell you, Pipedrive really shines in this department . Their contact management capabilities are super user-friendly and can be customized to fit your needs. Seriously, it’s a game-changer!
