Trello vs. Zoho CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Trello
Score 8.0 out of 10
N/A
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.
$14
per month
Pricing
TrelloZoho CRM
Editions & Modules
Business Class
$12.50
per user/per month
Enterprise
$17.50
per user/per month
Free
Forever Free
Standard
$14.00
Per User/Per Month
Professional
$23.00
Per User/Per Month
Enterprise
$40.00
Per User/Per Month
Ultimate
$52.00
Per User/Per Month
Plus
$57.00
Per User/Per Month
Offerings
Pricing Offerings
TrelloZoho CRM
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup fee$14 /user/month
Additional Details
More Pricing Information
Community Pulse
TrelloZoho CRM
Considered Both Products
Trello
Chose Trello
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.
Chose Trello
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 …
Chose Trello
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 CRM
Chose Zoho CRM
Zoho CRM provide the end to eend solution for the end users as well as the zoho users. It provide the solution for the developer, management and billing as well invoice for the clients
Chose Zoho CRM
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 …
Chose Zoho CRM
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 …
Top Pros
Top Cons
Features
TrelloZoho CRM
Project Management
Comparison of Project Management features of Product A and Product B
Trello
7.8
204 Ratings
4% above category average
Zoho CRM
-
Ratings
Task Management9.2204 Ratings00 Ratings
Resource Management8.1169 Ratings00 Ratings
Gantt Charts7.467 Ratings00 Ratings
Scheduling7.9155 Ratings00 Ratings
Workflow Automation7.9130 Ratings00 Ratings
Team Collaboration8.8200 Ratings00 Ratings
Support for Agile Methodology8.1138 Ratings00 Ratings
Support for Waterfall Methodology8.0109 Ratings00 Ratings
Document Management7.2147 Ratings00 Ratings
Email integration7.3135 Ratings00 Ratings
Mobile Access7.7178 Ratings00 Ratings
Timesheet Tracking7.382 Ratings00 Ratings
Change request and Case Management7.995 Ratings00 Ratings
Budget and Expense Management6.869 Ratings00 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Trello
7.1
67 Ratings
5% below category average
Zoho CRM
-
Ratings
Quotes/estimates6.947 Ratings00 Ratings
Invoicing7.540 Ratings00 Ratings
Project & financial reporting6.653 Ratings00 Ratings
Integration with accounting software7.641 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Trello
-
Ratings
Zoho CRM
7.9
271 Ratings
3% above category average
Customer data management / contact management00 Ratings8.4263 Ratings
Workflow management00 Ratings8.0250 Ratings
Territory management00 Ratings7.5185 Ratings
Opportunity management00 Ratings8.3238 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings7.8236 Ratings
Contract management00 Ratings7.8190 Ratings
Quote & order management00 Ratings7.7189 Ratings
Interaction tracking00 Ratings8.1234 Ratings
Channel / partner relationship management00 Ratings7.6180 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Trello
-
Ratings
Zoho CRM
7.1
208 Ratings
5% below category average
Case management00 Ratings7.3201 Ratings
Call center management00 Ratings6.9163 Ratings
Help desk management00 Ratings7.2181 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Trello
-
Ratings
Zoho CRM
8.2
250 Ratings
8% above category average
Lead management00 Ratings8.3245 Ratings
Email marketing00 Ratings8.1208 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Trello
-
Ratings
Zoho CRM
7.9
249 Ratings
4% above category average
Task management00 Ratings8.1235 Ratings
Billing and invoicing management00 Ratings7.8170 Ratings
Reporting00 Ratings7.9228 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Trello
-
Ratings
Zoho CRM
7.9
243 Ratings
4% above category average
Forecasting00 Ratings7.6205 Ratings
Pipeline visualization00 Ratings8.0221 Ratings
Customizable reports00 Ratings8.1234 Ratings
Customization
Comparison of Customization features of Product A and Product B
Trello
-
Ratings
Zoho CRM
8.0
262 Ratings
5% above category average
Custom fields00 Ratings8.4260 Ratings
Custom objects00 Ratings8.1207 Ratings
Scripting environment00 Ratings7.6168 Ratings
API for custom integration00 Ratings8.0190 Ratings
Security
Comparison of Security features of Product A and Product B
Trello
-
Ratings
Zoho CRM
8.6
250 Ratings
3% above category average
Single sign-on capability00 Ratings8.6217 Ratings
Role-based user permissions00 Ratings8.7245 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Trello
-
Ratings
Zoho CRM
8.2
157 Ratings
12% above category average
Social data00 Ratings8.2156 Ratings
Social engagement00 Ratings8.2148 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Trello
-
Ratings
Zoho CRM
7.6
198 Ratings
6% above category average
Marketing automation00 Ratings7.8195 Ratings
Compensation management00 Ratings7.5129 Ratings
Platform
Comparison of Platform features of Product A and Product B
Trello
-
Ratings
Zoho CRM
7.7
217 Ratings
3% above category average
Mobile access00 Ratings7.7217 Ratings
Best Alternatives
TrelloZoho CRM
Small Businesses
FunctionFox
FunctionFox
Score 8.3 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
SAP Ruum
SAP Ruum
Score 9.0 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Quickbase
Quickbase
Score 9.2 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
TrelloZoho CRM
Likelihood to Recommend
9.0
(204 ratings)
8.4
(295 ratings)
Likelihood to Renew
8.0
(4 ratings)
3.7
(33 ratings)
Usability
8.0
(42 ratings)
8.3
(168 ratings)
Availability
-
(0 ratings)
9.0
(2 ratings)
Performance
-
(0 ratings)
9.0
(2 ratings)
Support Rating
8.0
(79 ratings)
5.3
(65 ratings)
In-Person Training
-
(0 ratings)
8.0
(1 ratings)
Online Training
-
(0 ratings)
9.1
(5 ratings)
Implementation Rating
8.0
(2 ratings)
7.2
(10 ratings)
Configurability
-
(0 ratings)
8.1
(110 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
9.5
(21 ratings)
Ease of integration
-
(0 ratings)
7.2
(2 ratings)
Product Scalability
-
(0 ratings)
10.0
(1 ratings)
Professional Services
-
(0 ratings)
8.3
(7 ratings)
Vendor post-sale
-
(0 ratings)
9.6
(2 ratings)
Vendor pre-sale
-
(0 ratings)
9.2
(2 ratings)
User Testimonials
TrelloZoho CRM
Likelihood to Recommend
Atlassian
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.
Read full review
Zoho
We searched different CRM platforms and noticed that ZOHO was well-priced, but some reviews said it didn't support forms well. IN our case, we already had forms on our wp site, so we did not need to use that aspect. instead, we used an integrator, so I don't have a review on that aspect of the CRM as we're not using that feature. This works for our company, so we are not using the standard automation with zoho forms
Read full review
Pros
Atlassian
  • 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.
Read full review
Zoho
  • Zoho CRM has so much space to capture lots of information.
  • Zoho CRM can be customized for your organization's needs.
  • Zoho CRM is great for running reports to help make business decisions.
  • We love all the different dashboards we can create.
Read full review
Cons
Atlassian
  • 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)
Read full review
Zoho
  • requires an initial input of information about a potential client - this would be better if it auto-filled with the quote request's information
  • can be a bit confusing navigating the stages of a potential sale, but not too bad
  • a tab or link to all open sales quotes would be nice
Read full review
Likelihood to Renew
Atlassian
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.
Read full review
Zoho
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.
Read full review
Usability
Atlassian
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.
Read full review
Zoho
The methodology of the 'out of the box' user interface is fairly easy to learn. In some cases however, the interface is not consistent throughout the software. Upgrades to the interface has certainly improved some of this--- but now we are seeing the same kinds of inconsistencies across Zoho apps, particularly those more recently added to their platform. This issue is not major in that everybody on staff seems able to learn how to work the programs--- it's just annoying and less than efficient when inconsistent user interfaces or inconsistent terms are used in the programs and/or the requisite documentation.
Read full review
Support Rating
Atlassian
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.
Read full review
Zoho
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.
Read full review
In-Person Training
Atlassian
No answers on this topic
Zoho
It was harder to learn when there were mostly real estate users in the room. We are sales solely.
Read full review
Online Training
Atlassian
No answers on this topic
Zoho
Online training is tough, but Zoho and their partners do a good job of explaining things.
Read full review
Implementation Rating
Atlassian
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.
Read full review
Zoho
When you switch CRMs, you can automatically assume everything isn’t going to match up correctly. We had used Salesforce for 10+ years and had a ton of data and customizations. It was not a clean transfer, but we were able to sort it all out. The only issue that really bothered me was Zoho support. Even simple questions couldn’t be answered over chat, and we would have some team members try for hours to find the right answer
Read full review
Alternatives Considered
Atlassian
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.
Read full review
Zoho
Zoho is the only product we have used. Our company is fairly new and before purchasing Zoho a few years ago, client files were only saved and looked at through our company server. Because of how great Zoho has been, we have never considered looking for another product because there really is no need
Read full review
Contract Terms and Pricing Model
Atlassian
No answers on this topic
Zoho
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
Read full review
Professional Services
Atlassian
No answers on this topic
Zoho
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.
Read full review
Return on Investment
Atlassian
  • 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.
Read full review
Zoho
  • Zoho CRM has cut in half the time it would take to derive data via its reporting tool
  • Sharing information within the business is extremely easy and is another time saver
  • Company revenue growth 10-12% YoY due to forecasting models provided by Zoho
Read full review
ScreenShots

Zoho CRM Screenshots

Screenshot of Deals - Cash in on all opportunities. Close more deals. Great sales management is all about prioritizing, tracking, and monitoring the deals in your pipeline. Zoho CRM gives you everything you need to manage deals across territories and sales structures.Screenshot of Activities - Keep track of all the tasks, meetings, calls, events, or activity records. Neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc.