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COMPARISON
Trello vs Agency Operations Software
Trello's kanban boards are great for visual task management, but agencies need projects connected to clients, invoicing, and a client portal.
Estimated Savings:$10–$30 per user/month
Feature Comparison
| Feature | Trello | Agency Operations Software |
|---|---|---|
| Project Management | Kanban boards, cards, lists | Projects with tasks, milestones, files—linked to clients |
| Lead Pipeline | Not included | Lead pipeline integrated with clients |
| Client Management | Not included | Client directory with project history |
| Invoicing | Not included | Invoicing linked to projects |
| Client Portal | Not included | Built-in client portal |
| E-Signature | Not included | Built-in e-signature |
| Project Profitability | Not tracked | Revenue vs. costs per project |
| Pricing | $5–$17.50 per user/month | One-time payment, unlimited users |
Trello Pros
- Simple kanban interface
- Visual task management
- Free tier available
Trello Cons
- No CRM or lead tracking
- No invoicing
- No client portal
- No financial visibility
- Limited structure for agency workflow
Best For
Small teams that need simple task management and don't need CRM or invoicing integration.