Pipedrive vs Trello: Project management software comparison

You need a project management software to help achieve measurable goals within your business. We compare Trello and Pipedrive, two cloud-based project management tools.

project management compare
Image: WrightStudio/AdobeStock

What is Pipedrive?

Pipedrive is a customer relationship management tool designed to help sales teams track the development of leads from concept to closure. The software contains features that allow users to store and pass along information on customer preferences, contacts and status, creating a flow that can keep a goal-driven team on target for meeting sales expectations.

SEE: Hiring kit: Project manager (TechRepublic Premium)

What is Trello?

Trello is a project management tool designed to enhance the flow of everything from basic content development to the setting and progress of goals. The desired goal or content is contained in cards that can be shared among teams who can then add, edit and enhance details while keeping track of task completion and status. All information is contained on easy, at-a-glance boards.

Feature comparison: Pipedrive vs. Trello

Features Pipedrive Trello
Drag-and-drop cards Yes Yes
Workflow automation Yes Yes
App integration Yes Yes
custom fields Yes Yes
Calendar integration Yes Yes

Head-to-head comparison: Pipedrive vs. Trello

taskmanagement

Both Pipedrive and Trello rely on the creation of cards, which then get 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 for a user’s needs.

Pipedrive’s cards, though, are geared toward customer relationship management for sales teams, allowing leads to be listed as “hot,” for example, and prioritizing and assigning those leads based on their potential. Contact information, callbacks and the posting of deal progress are all prominent features of Pipedrive cards. Pipedrive also features the use of dropdowns more prominently in its cards, a feature which helps with automation functions.

While Trello could function as a CRM tool, it is designed more generally for project management. For example, a website rebuild could be mapped out easily on Trello, with tasks assigned to different team members and deadlines established. Different boards can be created for each site section 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 needed information in one place.

Pipedrive and Trello have generous free user limits, but both feature upgrades that allow for more integration and storage. Pipedrive, for example, allows for 3,000 “open deals” for free on its platform. As businesses grow, those limits can be expanded through upgrades. Trello allows for 10 open boards at a time.

Both project management platforms are easy to use, with advanced time-saving tools available for those willing to explore. Managers and rank-and-file workers alike will find plenty of reasons to use either platform and adapt them to their advantage.

Collaboration and task assignment

Pipedrive and Trello each have the ability to bring in multiple team members on a project and assign specific tasks to individuals. The checklist function in Trello allows for the tracking and measuring of project progress, which can be an advantage when reporting on projects to C-suite executives. Similarly, the tracking of deals in Pipedrive can help executives plan future initiatives based on success rates.

Display

The display boards for Pipedrive and Trello are similar, featuring customizable tabs to keep track of project flow and progress. The drag-and-drop feature on each allows for ease of assigning, and managers can quickly assess where any project stands based on its status within the boards.

Within an individual user’s display, however, Trello allows for the creation of a board to focus on daily planning and goal setting, a tool that assists with individual performance.

Pricing

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.
  • Enterprise: $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.
  • Enterprise$99/month per user, with unlimited reports.

Choosing Pipedrive or Trello

A company’s choice between Pipedrive and Trello rests almost solely on the function of the firm. Looking for a sales optimization tool? Pipedrive is probably your tool. Looking to manage projects beyond sales? Trello’s general setup presents more options.

The twist is that, when integrated, Trello and Pipedrive can function together, allowing users to experience the best that both project management tools have to offer.

Top Project Management Software Recommendations

1
Domo

Visit website

Build a modern business, driven by data. Connect to any data source to bring your data together into one unified view, then make analytics available to drive insight-based actions—all while maintaining security and control. Domo serves enterprise customers in all industries looking to manage their entire organization from a single platform.

Learn more about Domo

2
Microsoft Project

Visit website

Delivered through Microsoft’s Office 365, Project Online with Project Pro is capable of being utilized online from nearly any location 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 analytics, resource management, scheduling, financial management, collaboration, risk management, reporting, and business intelligence.

Learn more about Microsoft Project

Need a Little Help?

Talk with a software expert for free. Get a list of software that’s great for you in less than 15 minutes.

3
Cornerstone

Visit website

Cornerstone is a configurable platform that offers organizations a fully integrated talent management suite designed to ensure that the business can recruit, train, and effectively manage all of their valuable human capital. Cornerstone OnDemand includes powerful functions for Applicant Tracking, Recruiting, Onboarding, Learning Management, Performance Reviews, Competency Management, Compensation Management, and Succession Planning.

Learn more about Cornerstone

4
workfront

Visit website

Workfront is designed to help enterprise companies improve the efficiency of their project process management by streamlining every aspect of a company’s projects. An agile, next-generation solution, Workfront portfolio management software improves collaboration and workflows through features including: centralized request management, automatic approval routing, time sheets and time tracking reports, social media integration, native mobile apps and more.

Learn more about Workfront

Leave a Reply

Your email address will not be published. Required fields are marked *