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 conception 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

FeaturesPipedriveTrello
Drag-and-drop cardsYesYes
Workflow automationYesYes
App integrationYesYes
Custom fieldsYesYes
Calendar integrationYesYes

Head-to-head comparison: Pipedrive vs. Trello

Task management

Both Pipeline 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 Pipeline 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.

Choosing Pipeline or Trello

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

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

Top Project Management Software Recommendations

1 Paper Street Scheduler

Visit website

Automate your work order scheduling in NetSuite! Paper Street Scheduler is equipped with drag-and-drop work order scheduling and scheduling individual operations across multiple work centers. Quickly and efficiently view the status of all your work orders across all work centers with color-coded visual cues that are configured by you.

Paper Street Scheduler can transform your scheduling and save thousands of labor hours per year through intuitive interfaces and best-in-class feature set.

Learn more about Paper Street Scheduler

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 Clarity PPM

Visit website

Clarity is a Project and Portfolio management platform designed to help businesses efficiently manage products, services, people, and finances through a variety of features including task boards, score boards, financial analysis tools, and more. The platform is built to facilitate and maximize the delivery of projects and can speed up the company’s digital transformation with a drag-and-drop road-mapping tool. Users can build business initiatives and add budgets with just a few clicks.

Learn more about Clarity PPM

4 HoneyBook

Visit website

HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects, and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant. Small business owners and freelancers have used HoneyBook to increase their bookings and save time.

Learn more about HoneyBook

5 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