Pipedrive vs Trello: What are the Important Variations? – Uplaza

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 mission administration platform, whereas Pipedrive is a CRM device designed for gross sales groups. On this information we evaluate Trello vs. Pipedrive that can assist you determine which platform is a greater match to your wants—or if you happen to want each.

Trello vs. Pipedrive: Comparability desk

Options	Trello	Pipedrive
Beginning value (billed yearly)	$5 per person monthly	$14 per person monthly
Without end free plan	Sure	No
Venture template library	Sure	No
Constructed-in CRM	No	Sure
Lead and e mail import	No	Sure

Trello vs. Pipedrive: Pricing

Each Trello and Pipedrive supply 5 pricing plans to select from. Trello provides a without end free plan and a 14-day free trial for the Premium plan. Pipedrive offers a 14-day free trial for all of its 5 pricing plans, however a without end free plan shouldn’t be accessible. Pipedrive is costlier than Trello, however it’s not likely a good comparability since they’re two completely different sorts of software program. Trello is among the extra inexpensive mission administration platforms, whereas Pipedrive is comparatively inexpensive in comparison with different CRMs.

Trello pricing

• Free: Consists of limitless playing cards and as much as 10 boards per Workspace.
• Commonplace: $5 per person monthly, billed yearly, or $6 per person billed month-to-month.
• Premium: $10 per person monthly, billed yearly, or $12.50 per person billed month-to-month.
• Enterprise: Between $7.38 and $17.50 per person monthly 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 overview and take a look at our checklist of Trello alternate options.

Pipedrive pricing*

• Important: $14 per person monthly billed yearly, or $24 per person monthly billed month-to-month.
• Superior: $29 per person monthly billed yearly, or $39 per person monthly billed month-to-month.
• Skilled: $49 per person monthly billed yearly, or $64 per person monthly billed month-to-month.
• Energy: $64 per person monthly, billed yearly, or $79 per person monthly billed month-to-month.
• Enterprise: $99 per person monthly billed yearly, or $129 per person monthly billed month-to-month.

* Pipedrive has three completely different pricing tiers, primarily based on nation. This pricing displays what I see, primarily based on U.S. pricing.

For extra info, see our in-depth Pipedrive overview and our Pipedrive vs. Hubspot comparability.

Trello vs. Pipedrive: Characteristic comparability

Venture views and templates

Each Trello and Pipedrive are recognized for his or her simple and intuitive Kanban board interfaces, which is among the solely similarities between the platforms. In Pipedrive, I may change between the Kanban board view (known 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 exhibits potential upcoming gross sales.

Trello provides extra mission views to select from, together with Calendar, Timeline, Desk, Dashboard and Map. Nevertheless, it’s essential to improve to at the very least the Premium plan so as 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 downside.

Pipedrive doesn’t supply a template library which you can discover, although it does permit you to create your personal mission template from scratch and put it aside for later use. In distinction, Trello provides dozens of board templates you need to use, together with identical sales-specific templates (Determine B). Due to its better vary of mission views and templates, I’d suggest Trello for groups exterior of gross sales.

Venture administration

Trello provides easy process and mission administration options which are simple for particular person and small groups to grasp, even when they’ve by no means used a mission administration device earlier than. Trello’s capabilities aren’t as superior as a few of its rivals, equivalent to Microsoft Venture or monday.com, which supply options like finances and workload administration. Nevertheless, that additionally implies that the educational curve is quite a bit decrease for Trello.

In Trello, I had no hassle including playing cards for every process and sorting them into numerous columns. I may add a guidelines of subtasks to every card (Determine C), set a due date, connect information and hyperlinks, add completely different coloured labels and assign duties to myself or another person. As soon as I had created the playing cards, transferring them between completely different columns was a snap. Paid accounts get entry to further mission administration options equivalent to superior checklists and customized fields.

Whereas it’s primarily a CRM, Pipedrive does supply restricted mission administration capabilities by means of a characteristic known as Initiatives. Initiatives is a paid add-on for the Important, Superior, and Skilled plans, whereas it’s mechanically included within the Energy and Enterprise plans. When you determine to add-on this characteristic, it would value $6.70 per person monthly billed yearly or $8 per person monthly billed month-to-month.

You possibly can technically use Initiatives for any kind of process or mission administration, however as soon as I started testing this characteristic, it turned clear that it was designed particularly for gross sales groups. I used to be ready so as to add duties and subtasks in addition to particular actions frequent to gross sales groups, equivalent to lunches and telephone calls (Determine D). All duties and actions will be grouped by both the 5 essential phases of the gross sales course of or by particular person, group, or deal. There are additionally devoted tabs the place I may add information, add notes, hyperlink emails, and ship and obtain paperwork.

I can see how Pipedrive’s Initiatives options are useful for gross sales groups who need to preserve every part centralized in a single CRM, however its concentrate on gross sales makes it much less helpful for different forms of groups. After testing each platforms, I discover Trello to be the extra versatile and inexpensive possibility for non-sales groups searching for a real mission 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 will be imported from the reside chat, chatbot, or the included internet varieties. Contacts are centralized in a single checklist (Determine E) and will be hooked up to gross sales duties or actions equivalent to scheduling a lunch. You can too hyperlink your e mail accounts to Pipedrive to maintain every part synced up. There’s additionally a dashboard that highlights sales-specific metrics equivalent to lead conversion and common deal worth.

Whereas Trello does supply some gross sales templates, it lacks the strong built-in gross sales options that Pipedrive offers. As an example, there aren’t any modules for contact administration or lead nurturing. You possibly can 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 professionals and cons

Execs of Trello

• Intuitive Kanban boards.
• Low studying curve and beginner-friendly.
• Without end free plan.
• Inexpensive pricing plans.

Cons of Trello

• Should improve to Premium plan for added mission views.
• Lacks superior mission administration options.
• No CRM capabilities.

Pipedrive professionals and cons

Execs of Pipedrive

• Gross sales pipeline Kanban board interface.
• A number of pricing plans means greater scalability.
• Import leads by means of chat and internet varieties.
• Sync emails instantly into Pipedrive.

Cons of Pipedrive

• No without end free plan.
• Venture 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 mission administration software program for various sorts of groups.
• You don’t want tremendous superior mission administration options.
• You want a without end free plan possibility.
• You need a big library of templates to select from.

Select Pipedrive if . . .

• You might be a part of a gross sales staff searching for a CRM.
• You want to have the ability to import leads simply.
• You don’t want general-purpose mission 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 totally free trials of each software program along with reviewing product documentation, watching demo movies and consulting our knowledgeable product rating scores. I prioritized gross sales and mission administration options in the course of the writing of this overview. I additionally thought-about different components equivalent to pricing, customer support, automations and integrations.