Director of Financial Planning at Ignite Financial ·
Needs advice
on
AsanaAsanaClickUpClickUp
and
TrelloTrello

We are a small financial planning firm with remote workers. Trying to fix inefficiencies with technology and not people. We need to know where clients are in the pipeline/process (i.e., have we submitted applications and transfer forms, have we entered the costs basis of investments in the system, have we run their financial plans, where are we in the planning process, etc.) If a client calls and we have to research a question, who is handling it.

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Replies (1)
Recommends
ClickUp
Trello

Karen, you can accomplish that with any of the three tools (I'm currently using all three). It depends on the user experience and the capabilities you're looking for. Here's a high-level rundown:

Trello
  • stands out for being simple, visually oriented drag-and-drop
  • of the three, it's more minimalist but still flexible
  • the more advanced features are free & paid add ons from Trello & other developers
  • best when you need something quick and simple, and more visual
Asana
  • great for more robust project management
  • you can manage tasks in different views including lists, kanban board similar to trello, and gantt chart
  • best when you need more control over the tasks and how your process is set up
ClickUp
  • intends to be a replacement for many different tools, including asana & trello
  • loaded with features, can do pretty much everything that trello & asana do
  • highly customizable but it may take some time go set it up the way you want it
  • the myriad of options could get confusing, but they provide a lot of templates (including a CRM template) and support tools to get you going faster

Ultimately you choice comes down to how much detail & control you want over your process (dates, categories, client information etc.) and how you want your team to work with the tool (simple drag & drop vs. structured lists). One idea is to start with Trello since it's the simplest, and migrate to one of the others if you outgrow it.

Hope that helps! If you have any follow-up questions please let us know!

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4 upvotes·28.2K views
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Karen RInehart

Director of Financial Planning at Ignite Financial