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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.
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
- 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
- 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!
I'm comparing Aha!, Trello and Asana. We are looking for it as a Product Management Team. Jira handles all our development and storyboard etc. This is for Product Management for Roadmaps, Backlogs, future stories, etc. Cost is a factor, as well. Does anyone have a comparison chart of Pros and Cons? Thank you.
I just switched to ClickUp for my development agency - I am the product team, and I relay everything there betwixt designers, devs, and clients.
Clickup = Jira + Confluence but better - more ways to slice and dice your data & documents, make custom views, mind map relationships, and track people's work, plan goals... I even use it to manage project finances and household to-dos.
They have a very comprehensive free tier that never expires, and on top of that they're extremely generous with trials of their paid features, have more-than-fair pricing, and top-notch customer support.
I needed a tool that not only kept everything in one place, but was also easy for clients to use. I first started using Notion and fell in love with it. I eventually had problems when clients didn't want to use it or were confused on how it works. When multiple people are in a workspace, things can also get messy when there is no standard formatting set. Basecamp solved those problems for me by providing all the tools I need in one place. It is very intuitive and my clients love using it as well. I am also a fan of their pricing. Although it can be expensive at first if you are a small team, it is well worth it when you scale.
The team at Basecamp make great products and I will continue to use any tools they release. Also a huge fan of their email app, HEY.
Notion's novelty according to me is the fact that everything can be a potential document. Notion's as a product has two very contrasting features. One as a hybrid document editor that combines the goodness of Markdown of Dropbox Paper with a more extensive set of formatting blocks. The second as a task manager and an organizer like. Trello.
Every table on Notion can have multiple views saved for previews with different filters, sorting and table style applied. Also, elements in a table can also be a page making it easier to have a Kanban-style sub-task manager for a particular subtask on a Kanban board for your project.
Both Asana and Trello support Kanban style project tracking. Trello is Kanban-only project management, knowledge management, actually card-management tools. Asana is much more complex, supports different project management approaches, well integrated and helpful for any style/type project.
We choose Asana finally, but still some projects kept in Trello
Procezo is an excellent free-for-life task managing tool with several benefits. Its clear, user-friendly interface is perfect for small businesses and startups as well as enterprise-level use. It makes it a seamless transition from any other project management tools. Its simple but effective layout allows new users to quickly adapt to its ever-expanding set of features. Procezo allows users to create boards and provide access to users or teams as required, set priority and precedence of the task and allowing for subtasks and discussions to be created. With unlimited tasks, users, projects and free support, Procezo is quickly making its way into businesses from across the world and the ultimate growth hack tool.
I loved Slack. We used it for discussion. But somehow, it was always difficult to get things done. HeySpace is what replaced Slack and Trello as it combines the functionality of both tools.
So, now we keep on discussing as we did on slack, but once we to a point where we want to do something, we create tasks on a board and distribute them.
trello has a much simpler interface and easy to learn for any team member. asana might have more features and configuration options but do you really need a complex system for developers to manage tasks?
After Microsoft took over trello, it has become more restricted these days but still good for startups.
Keep it simple! Focus on your product, not tools.
Pros of Pipefy
- Easy to use and free templates7
- There's a report with a lot of filters5
- Automation features5
Pros of Podio
- You can develop diverse and powerful API applications1
- Experienced Partner/Developer Community1
- Advance Workflow Automation1
- Integrate with other applications1
Pros of Trello
- Great for collaboration715
- Easy to use628
- Free573
- Fast375
- Realtime347
- Intuitive237
- Visualizing215
- Flexible169
- Fun user interface126
- Snappy and blazing fast83
- Simple, intuitive UI that gets out of your way30
- Kanban27
- Clean Interface21
- Easy setup18
- Card Structure18
- Drag and drop attachments17
- Simple11
- Markdown commentary on cards10
- Lists9
- Integration with other work collaborative apps9
- Satisfying User Experience8
- Cross-Platform Integration8
- Recognizes GitHub commit links7
- Easy to learn6
- Great5
- Better than email4
- Versatile Team & Project Management4
- and lots of integrations3
- Trello’s Developmental Transparency3
- Effective3
- Easy2
- Powerful2
- Agile2
- Easy to have an overview of the project status2
- flexible and fast2
- Simple and intuitive2
- Name rolls of the tongue1
- Customizable1
- Email integration1
- Personal organisation1
- Nice1
- Great organizing (of events/tasks)1
- Easiest way to visually express the scope of projects0
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Cons of Pipefy
Cons of Podio
Cons of Trello
- No concept of velocity or points5
- Very light native integrations4
- A little too flexible2
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