HubSpot CRM vs Trello

• Ease of use in the beginning - Not a steep learning curve to start using it.
• The free version surprisingly includes a lot of features.
• It can grow with you as your company / client base grows.
• Has increasingly improved its available integrations with other software.
• Surprisingly a lot of great features that integrate with Gmail (what our company uses). Other CRM software are more geared towards Outlook.

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• Easy color categorization of the "Cards" (which can represent anything from projects to tasks)
• Ease of use overall - you can divide work into columns and move it from column to column depending on status
• You can create multiple boards, which are spaces to store tasks (for different work contexts, or even private boards)
• You can easily share boards with another person
• You can easily assign tasks (Cards) to persons
• You can store information in cards, like files and short format text

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• I wish that contact details could be edited from the main contact page (in more of a spreadsheet style), rather than having to individually click into each contact or preview a contact to change data
• A/B testing for emails or steps within sequences would be helpful
• Currently, the details of each step in a sequence can only be viewed if you click "edit", but if would be nice to be able to read the emails that are contained within a sequence without having to go into edit mode.

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• Swim Lanes - they are nonexistent. There is a third-party tool to add them but it's buggy as all get out
• View - I am not sure how to do it but I really wish I didn't have to pick between viewing all cards with no detail or one with all detail. Maybe the ability to collapse and expand?
• Integrations - It would be amazing if I could easily pop action items from Gmail over to Trello, but right now I can only copy text or upload screenshot attachments.

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• Success with Initial Contact has gone up without question. We immediately get in touch with virtually every client we follow up with.
• Average Meetings Booked has greatly increased thanks to the Meetings tool. I'm able to book meetings literally in my sleep.
• Decreased Sales data entries have gone down significantly. Thanks to HubSpot, we simply spend way less time manually inputting things and more time selling.
• Customer Satisfaction and Online Reviews are certainly way up. Nearly half of our online reviews are all from the last 18 months and I think HubSpot had a role in that positive customer response.

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• Trello helps me maintain visibility into what my international teams are doing - even if we can't be in the same room together, we can be on the same board together.
• Trello helps us manage WIP so as to reduce the amount of things we are trying to do simultaneously.
• (Negative) Our teams often use Trello as a crutch for traditional communication - instead assuming people will detect changes on the board on their own.

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