Trello from Atlassian is a project management tool based on a Kanban framework. Trello is ideal for task-management in a to-do list format. It supports sharing boards and cards across users or teams. The product offers a free version, and paid versions add greater automation, collaboration, and administrative control.
$12.50
per user/per month
Zoho CRM
Score 8.3 out of 10
N/A
Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment.
The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs.
The product also has an integrated project management module.
For the price, value, and support, Trello has always been the standard. What it doesn't have native, you can usually find a workflow plugin. I find Trello already in use, at many jobs before I even get there.
Zenkit is the new kid on the block. I have been using Trello for years and only started to try out Zenkit last year. Zenkit is coming into the market guns blazing to try to usurp the main contender. They are doing a good job too but the lack of a mobile app meant that I stayed …
Trello is the best of the ones I mentioned because it's visual and shows LOTS of things at once, rather that clicking on several different links to see only a moderate amount of info. One click, lots of info, saves time. Too many links makes it cumbersome and ultimately I …
Zoho was the perfect choice for us because it had most of the features of Salesforce, but the price was significantly lower. And from a feature standpoint, it is more comprehensive than Basecamp, which is what we moved from, and Trello, which isn't really a true CRM. It's …
Zoho is a much more matured product, ready to be deployed with no intensive initial customization needed. Its favorable pricing model makes it faster to reach a positive ROI (HubSpot is free, but every advanced feature needs an upgrade). One of our critical requirements was the …
We evaluated Zoho, HubSpot, Pipedrive, and Salesforce and chose Zoho and HubSpot. Zoho CRM has all of the features that Salesforce and Pipedrive has, but is more affordable than Salesforce and has better UI than Pipedrive. HubSpot has more features for marketers than Zoho, so …
It is well suited to my job requirements as I bring employees in, and I help offboard them as well. This tool helps me when I need to make sure all items are completed by a certain time frame, so I would say it holds us accountable. Someone who doesn't manage a group of people may not find this as useful when dealing with others but could use it for their own accountability when needing to track their accomplishments.
The default configuration has been useful from day one. It is easy to learn, and that facilitated rapid adoption. With a little effort, custom fields and formulas can be added to suit particular needs. It is also easy to define custom views and filters, which are "remembered" and available the next time you log on.
It helps make various workspaces. Each workspace can be used for a different set of task management and can be shared with the people involved.
Creating task lists. We can create various task lists, the list title could be the status of the task, for example, In progress, approval, completed, etc. You can slide your task cards from one list title to another.
Trello cards have a huge set of features like adding the heading and description of the task, you can also attach certain associated links and documents to the cards as well.
Provide a shared single source of Customer information (classic CRM)
Allow us to easily create automations relevant to each department's functionality
CRM allowed us to bring up each department separately using in-house designed views with easily created logic functionality applied to fields within each view
Build custom reports and dashboards starting with supplied off the shelf examples
Allow tables as content for comment or description in Cards
Assign priority to certain cards (easy for sorting)
Create an open invite link for others to join/view the Trello board, without edit rights (so people don't need to install/use Trello if they want a quick glance on what's going on)
I am very likely to renew Trello, because it doesn't cost anything to do so. I am also very likely to use Trello's upgraded features in the future because a lot of my team's data is stored on there and they have already gotten used to the platform. Trello is very easy for new team members to pick up, making the onboarding and usability very streamlined.
Zoho has been a wonderful tool for us for several years and there is so much more we can do with it. New features are released often which give a team like us the option to further fine tune our business process management techniques. I honestly couldn't imagine running our business not on Zoho.
Overall, Trello is a great tool to use. It's very user-friendly, very powerful and we've set it up to work well for our team. I've recommended it to others who need something free or very cheap and it's worked well for them too. If you're wanting something with more muscle, then I'd suggest looking at either monday.com or Airtable.
Compared to our previous CRM, Zoho is a breeze. I can look up customers and reports with no issue. There are times when it may be difficult to find something, but I assume that is because I am not in Zoho every day like the sales team is. It does everything we need very simply, so I would definitely recommend it to others.
I haven't had much need to contact their support because the product is easy to use and pretty bug-free. I did reach out to them about swimlanes and I was able to find the information I needed very quickly and it was thorough and accurate information about current functionality. I love that they use their own product. That's always a good sign.
We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.
For our small business, getting a few of us started well on Trello was the key, I think. As long as a couple of us were really comfortable with the interface, we could lead others and help them with any questions. From now on, anyone who works with us just naturally uses Trello for information sharing - it's just part of what we do.
I feel like our implementation went smoothly, certainly better than I had expected. We did run into some issues (which is inevitable when you are implementing it inhouse rather than engaging an external team) but we were really happy with the quality of support we received from Zoho. Whenever we raised an issue to their support team, they either provided us the resolution on the spot or got back to us with an answer in a very acceptable time frame. We were also very happy with the amount of customization Zoho offered in setting up the CRM to the way we needed it to work. Lastly, training our users on it was a smooth experience as well. Zoho has a very detailed help section and their support team is always available.
Trello is easy for a non-technical person to use. Other management systems, like MS Project, frighten away less computer-savvy users. I've found this to be instrumental in getting volunteers to agree to step in and get fully involved with projects--particularly those that might span the entire year or involve many different pieces to completion.
Zoho is a much more inexpensive solution compared to Salesforce, yet it provides a lot of the same tools that the leading competitor provides. For us, it came down to the overall value of the product based on the final price to implement and use.
I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end
In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.
Trello keeps me organized, focused, and on track. I could filter the Trello board to only see my issues and understand what I needed to work on and when.
Trello helped our team implement an agile structure. It's a very simple kanban method of viewing all of your team's tasks and statuses. You can completely customize the columns to your team's specific workflow and create tags relevant to your work.
Trello helps reduce unnecessary communications between teams. When I want to request translations, I simply create a card on the localization Trello board -- no need to directly message anyone on the team, and I can watch the status of the card change from "in progress" to "in review" to "translated," all without having to directly ask for updates.
We had Zoho CRM early on when it wasn't quite as robust as it is now, so there have been vast improvements, which also puts us at a disadvantage for falling into old ways of doing things rather than exploring new ways that we always wanted in the beginning.
One thing we were able to do is get rid of MailChimp and slowly migrate to Campaigns
Eventually I would like to migrate Zoom to Meeting but it's just not quite there yet.
Also, I do have to say going just from the CRM to Zoho One was a VAST improvement where many apps were available. At first, I was so disappointed in the CRM but with all the integrations it's been so much better!
