PipeDrive vs Trello: Which should I Choose?

PipeDrive vs Trello: Which should I Choose?

PipeDrive is a popular sales management tool designed to help small sales teams manage complex or expensive marketing activities.

It has all the characteristics required to digitize marketing initiatives, including internet integration, goal monitoring, planning, and analysis.

Pipedrive’s visible marketing strategy encourages you to take action, maintain organization, and maintain control over the challenging purchase process.

PipeDrive is a contract CRM platform that helps with marketing and sales tactics and serves as an account development tool.

What is Trello?

Contrarily, Trello seems to be a project planning tool that enhances team collaboration, task organization, and time management.

It is like a whiteboard with sticky notes covering it, each one representing a task for you and your team to do. The papers can include photos and links from other data sources like BitBucket, Salesforce, and your device.

It is also a cloud-based application that you can use from any internet-connected device.

PipeDrive vs Trello: Task Management

Both PipeDrive and Trello use customizable cards to track progress. Clients, team leaders, and administrators can review these cards on a kanban board.

The purpose of PipeDrive cards is to help marketers manage their relationships with clients. These cards keep track of transaction progress and save contact information and responses. It also uses dropdowns in its cards, which helps with automation.

Trello serves largely as a project management tool, despite its ability to function as a Salesforce. By establishing deadlines and allocating responsibilities to various team members, you could use it, for instance, to outline the design of a website.

Additionally, you can organize projects into boards and classify individuals as editors, contributors, or viewers.

For those eager to experiment with the program, both project management platforms are simple to get to and contain cutting-edge time-saving capabilities.

READ MORE: Trello vs Jira: Which Is Better for Your Team?

PipeDrive vs Trello: Team Collaboration

You can collaborate alongside multiple people on a task as well as assign each person unique tasks using PipeDrive and Trello, respectively.

When reporting project progress to C-level executives, Trello’s checklist tool makes it easy to keep a record of your tasks.

Similarly, the tracking of deals in PipeDrive can help executives plan future initiatives based on success rates.

PipeDrive vs Trello: Plan and Pricing

PipeDrive Pricing

It offers four plans: Essential, Advanced, Professional, and Enterprise.

All plans, except for the Enterprise plan, come with something like a 2-week trial version so you can try out PipeDrive’s capabilities. Additionally, no credit card information is required with free access.

Source: Pipedrive
Source: Pipedrive

The monthly price for PipeDrive subscriptions starts at $9.90 per person and goes up to $19.90, $39.90, and $59.90 for options with more functionality.

Essential Plan

If invoiced month by month, it costs $15 and costs $14.90 for every member yearly.

Customers can personalize PipeDrive phases, fields, deal notifications, and data fusion using the essential deal management tools.

Although this package does not provide the majority of email functionality, it does include a mail account that links mails to the right connections as they are sent.

Customers will receive a sales assistant AI that will look up the person’s past performance but also recommend areas to concentrate on going forward.

Security is essential (two-factor authentication and AES-256 encryption). Due to the lack of possibilities for member division by role or sub-group, its services are not intended for large groups. For smaller companies that only require the bare minimum to handle their sales, it is the perfect strategy.

Advanced plan

This approach is an affordable option for a motivated team that needs a streamlined lead development process, largely via email.

It costs $24.90 for every person/ month if charged yearly and $29 for each person whenever paid month by month.

Additional tools that help organizations track communications include email tracking, OneDrive, and Cloud Storage connections, configurable email templates, merge fields, and two-way enterprise email synchronization.

Professional Plan

For big, expanding teams who want automation tools to increase sales and growth, the professional plan is excellent. It is the most cost-effective solution for large organizations, despite not even being cheap.

When invoiced month by month, it is $59 a person and $49.90 for a member each year.

Enterprise Plan

There is no free trial period for the Enterprise plan, which has an annual fee of $99 for every member. Additionally, only this plan necessitates a minimum of 10 users.

It does not provide many unique features. However, you will undoubtedly receive all the advantages of the Professional plan as well as limitless availability to functions like process automation and authorization. 

Additionally, it is the only bundle with phone and online assistance.

Trello Pricing

Trello offers four pricing tiers: Free, Standard, Premium, and Enterprise.

Source: Trello

The free program allows unlimited personal boards, 10 team boards, unlimited cards, unlimited lists, 10MB per file attachment, and one Power-Up on each board.

The Standard Tier provides a low-cost project management option for small businesses while retaining essential features for professional operations. You can add advanced checklist options, unlimited storage with 250MB per file, and 1,000 workspace command runs per month.

Trello Premium costs $10 per user when billed annually. This tier includes unlimited personal boards, cards, lists, limitless Power-Ups, and team boards. Additionally, you enjoy priority support, custom backgrounds, stickers, board grouping, and Google Software Solution. You also have enhanced administration access.

The Enterprise offers all premium account capabilities, with the exception of the 250MB file attachment restriction.

It also provides key features for big businesses, like single sign-on with SAML IdP, administrative control over available Power-Ups, attachment restrictions, permissions, as well as public board administration.

Finally, rather than charging depending on the number of customers, the Enterprise Tier fee is determined by the size of the crew. For a minimum of 100 users, all of this charges $17.50 for every person per year.

PipeDrive vs Trello: Integration

PipeDrive seamlessly integrates with reliance on external applications. More than 200 Microsoft and other productivity applications, including  Slack, Typeform, Mailchimp, Wufoo, Hubspot, Recurly, and others, are linked to the program.

CRM is another tool that PipeDrive users appreciate.

The CRM tool allows you to keep track of client contact information and make information about each customer interaction available to anybody at your organization who needs it.

Clients can link Kanban boards to other software programs such as Slack, GitHub, and Usersnap thanks to third-party connections Trello introduced in 2015.

Trello and PipeDrive Pros and Cons

PipeDrive Pros

  • Offers affordable prices
  • PipeDrive has a simple user interface.
  • Multiuser management is possible for authorized personnel.
  • Tracking of communication between the owner and clients is excellent.

PipeDrive Cons

  • It is not suitable for a large sales team.
  • Integrations with larger companies are not available.
  • Also, the marketing aspect has a limited set of options and features.

Trello Pros

  • It is indeed easy to use.
  • It utilizes the Agile system to assist you in segmenting your task.
  • Members are free to work on projects without interfering with any updates.
  • Additionally, you won’t ever miss a deadline using a Trello Board.

Trello Cons

  • Customers are unable to use it without an internet connection.
  • It shouldn’t be used for big projects.
  • With the Basic Subscription, you are limited to adding attachments of 10MB.

PipeDrive vs Trello: The Verdict

PipeDrive is a solution for improving marketing, while Trello is designed for straightforward job management. These technologies could be combined to produce a potent product development and workspace collaboration software that is designed for sales.

Related: Asana vs Trello: Which Should I Choose?

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