Planfix vs. Trello Comparison


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About The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.		About Trello helps teams work more collaboratively and get more done. Trello’s boards, lists, and cards enable teams to organize and prioritize projects in a fun, flexible, and rewarding way. Whether it’s for work, a side project or even the next family vacation, Trello helps your team stay organized. Dive into the details by adding comments, attachments, due dates, and more directly to Trello cards. Collaborate on projects from beginning to end. Let the robots do the work! Boost productivity by unleashing the power of automation across your entire team with Butler, and remove tedious tasks from your to-do lists. Use Trello the way your team works best. We’ve got the flexibility & features to fit any team’s style. It’s easy to get your team up and running with Trello. We’ve collected all of the boards and tools your team needs to succeed in one handy resource. Integrate the apps your team already uses directly into your workflow.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook		Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Companies of all sizes		Audience Teams of all sizes
Support Phone Support 24/7 Live Support Online		Support Phone Support 24/7 Live Support Online
API Offers API		API Offers API
Screenshots and Videos View more images or videos		Screenshots and Videos View more images or videos
Pricing $0 per user per month FREE: $0; PLAN A: $8 per user/month (billed annually); PLAN B: $18 per user/month (billed annually); PLAN X: $28 per user/month (billed annually) Free Version Free Trial		Pricing $12.50 per user per month Free Version Free Trial
Reviews/Ratings Overall 4.9 / 5 ease 4.3 / 5 features 4.9 / 5 design 4.4 / 5 support 5.0 / 5 Read all reviews		Reviews/Ratings Overall 4.8 / 5 ease 4.9 / 5 features 4.6 / 5 design 4.7 / 5 support 4.7 / 5 Read all reviews
Pros from Real Users Pros Honestly, Planfix is quite underrated as a management platform. As for my experience with Planfix, there's a lot I have to say. Firstly, it is pretty user-friendly for someone new to managing work and projects. The dashboard is easy to navigate and the tools are easily accessible too. The best part about using this platform is that you can personalize it via integration that is available with various platforms. Their customer service is also reasonably responsive. Planfix was able to meet my project and task management needs. Planfix meets my project and task management needs perfectly. So far, everything is going well. It has all the necessary features for team management, and the price is affordable. It's visually appealing, intuitively understandable, has extensive help resources, and great customer support. And the price is a plus. We found a system that could seamlessly integrate with WordPress and Webinar Stars, all without needing programmers to set up these integrations. Planfix has made a significant impact, reducing deal closure time, streamlining our sales processes, speeding up inquiry response times, enabling customer segmentation, facilitating the creation of sales management dashboards, and automating our sales funnels. The Support team is truly exceptional, displaying unparalleled openness and eagerness to assist with problem-solving. Automation of document generation from templates, flexible parsing of HTTP response data, organization, tracking, and email document delivery to partners from tasks, flexible analytics, and reporting. We have streamlined the operations of our HR department significantly. It's convenient to manage all aspects of the hiring process, from requisition to candidate selection. Planfix's versatility has enabled us to centralize communication with applicants within a single system. The extensive range of integrations has greatly improved our interactions with recruitment websites. We conducted an extensive search for a project management system, and Planfix stood out due to its voice task assignment feature and the availability of a mobile application. Only in Planfix we succeeded to set up funnels that suit us perfectly. For example, we've got one sales funnel that covers the customer's journey up to contract signing and payment. Then there's another funnel - docflow, with several stages, which we can now track easily. When we close a sale, a company card is automatically created in the second funnel and gets assigned to the responsible lawyer handling the paperwork. This automation has freed up 80% of my time.		Pros & Cons from Real Users Pros Trello is very easy to use and has a clean, intuitive interface. Our organization uses it to manage projects, assign tasks, and track progress. It helps the team stay organized and improves collaboration without requiring much training. I loved how easy it was to implement this platform. It was easy to start developing projects with it and it wasn't difficult to assign tasks from the first moment of use, so I can assure you that it has an intuitive interface. Its panel is very customizable, so you can organize the view of the projects without any limitations, allowing you to manage different projects with different tasks at the same time in the same main panel without losing the sense of follow-up. All the follow-up happens in real time, so it is not necessary to wait for updates or have someone on staff to report the status of the projects, so you could say that this work is automated by having all this management in the same platform. It has several native integrations for the exchange, import and export of data, and the API is very easy to work with in case there is no direct integration with this platform. For the past 6 years u have been using Trello and it has really been of great help since it helps us to manage projects and work together as a team. With it, i find it extremely easy to get my team up and running. Additionally, Trello has a very nice, responsive and reliable customer support. Creating task cards is very simple and straightforward with Trello. Also, adding teammates and monitoring their tasks is also simple which I like very much I use Trello all the time and I love the tool because it is incredibly easy to keep my projects organized. The layout is super visual, with boards and cards that helps me see exactly what needs to be done and what is a priority. One of my favorite thing is how Trello integrates with other products such as Dropbox, making sharing of files with my team super convenient. The platform is also great for freelancers or anyone working on smaller projects because it is very flexible and straightforward. Cons Some advanced features are only available in paid plans. Large and complex projects can also become harder to manage with many boards and cards. Most of the features cannot be used offline, which is a bit annoying because I don't always need to be connected to the internet to be able to update the status of my completed tasks, so it wouldn't be bad to have most of the features available when there is no internet connection. The notifications section is a bit overwhelming, I would like to have the ability to choose what I want to be notified about and what I don't, since it can be annoying to receive notifications that aren't necessary and even more so when they arrive in large batches. In any case, these are two small cons that I see in this platform, it has been very useful to me and I only hope that it can improve over time since it is my default project and task manager. I don't have any major problem with Trello so nothing to dislike about it. I do not have any major dislike with Trello so far. Everything is to my liking. One issue that I have encountered with Trello is that it lacks delete button, which can make things a little confusing when you want to remove something. Also, if you are dealing with larger and more complicated projects, Trello does not have as many customization options as you might need.
Training Documentation Webinars Live Online In Person		Training Documentation Webinars Live Online In Person
Company Information Planfix Founded: 2019 United States planfix.com		Company Information Trello Founded: 2011 United States www.trello.com
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Categories Agile Project Management Tools Business Management Business Process Automation Business Process Management Collaboration Contact Management CRM Digital Workplace Employee Communication Tools Gantt Chart Idea Management IT Project Management Kanban Product Management Productivity Professional Services Automation Project Management Project Planning Remote Work Scheduling Task Management Time Tracking Work Management Workflow Management Workforce Management		Categories AI Project Management Business Management Checklist Kanban Product Roadmap Project Management Project Planning Project Portfolio Management Project Tracking Remote Work Task Management Team Management Workflow Management
Business Management Features Billing & Invoicing CRM Employee Management Financial Management Inventory Management Marketing Management Order Management Point of Sale (POS) Project Management Purchasing Scheduling Time & Expense Tracking Training Management Vendor Management Kanban Features Collaboration Tools Dependency Tracking KPI Monitoring Milestone Tracking Multi-Board Prioritization Project Planning Roadmapping Supports Scrum Task Management Time Tracking Project Management Features Agile Methodologies Budget Management Client Portal Collaboration Tools Cost-to-Completion Tracking Customizable Templates Gantt Charts Idea Management Kanban Board Milestone Tracking Portfolio Management Resource Management Time & Expense Tracking Traditional Methodologies Project Planning Features Agile Methodologies Budget Management Collaboration Tools Due Date Tracking Gantt Charts Kanban Board Prioritization Progress Tracking Resource Management Task Management Template Management Traditional Methodologies Remote Work Features Collaboration Credential Management Electronic Signature Employee Monitoring Live Chat Meeting Management Project Management Remote Access Remote Support Screen Sharing Softphone Task Management Time Zone Tracking Video Chat Web Conferencing Task Management Features Collaboration Create Subtasks Gamification Gantt Charts Mobile Access Percent-Complete Tracking Progress Tracking Recurring Tasks Reporting/Analytics Spreadsheet View Task Board View Task Planning Task Scheduling Task Tracking Time Tracking To-Do List View Workflow Management Features Access Controls/Permissions Approval Process Control Business Process Automation Calendar Management Compliance Tracking Configurable Workflow Customizable Dashboard Document Management Forms Management Graphical Workflow Editor Mobile Access No-Code Task Management Third Party Integrations Workflow Configuration Show More Features Agile Project Management Tools Features Backlog Management Feedback Management Gantt/Timeline View Kanban Board Prioritization Request Management Resource Management Retrospectives Management Status Tracking Supports Scrum Team Management Template Management Workflow Management Business Process Management Features Access Controls / Permissions Alerts / Notifications Business Process Automation Business Rules Management Collaboration Process Change Tracking Process Mapping Process Modeling & Design Visual Workflow Management CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Collaboration Features Brainstorming Calendar Management Chat / Messaging Contact Management Content Management Document Management Project Management Real Time Editing Task Management Version Control Video Conferencing Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Digital Workplace Features Activity / News Feed Calendar Management Chat / Messaging Content Management Document Management Employee Directory File Sharing Knowledge Management Surveys & Feedback Task Management Employee Communication Tools Features Activity / News Feed Audio / Video Conferencing Blogs Chat / Messaging Employee Directory Event Calendar File Sharing Knowledge Management Newsletter Management Surveys & Feedback Gantt Chart Features Alerts/Notifications Capacity Monitoring Color Coding Dependency Tracking Drag & Drop Milestone Tracking Progress Tracking Task Management Templates IT Project Management Features Bug Tracking Issue Management Milestone Tracking Percent-Complete Tracking Portfolio Management Prioritization Product Roadmapping Requirements Management Resource Management Status Tracking Supports Agile Supports Scrum Task Management Testing / QA Management Time & Expense Tracking Idea Management Features Activity Dashboard Brainstorming Collaboration Creator Tracking Idea Ranking Project Tracking Status Tracking Product Management Features Collaboration Feedback Collection Idea Management Milestone Tracking Prioritization Product Roadmapping Release Management Requirements Management Resource Management Workflow Management Productivity Features Collaboration Database Creation Document Creation File Sharing Notes Management Office Suite Presentation Tools Project Management Task Management Team Chat Professional Services Automation Features Billing & Invoicing Client Portal Collaboration Tools CRM Document Management Portfolio Management Project Management Proposal Generation Quote Management Resource Management Time & Expense Tracking Scheduling Features Alerts/Notifications Appointment Scheduling Automated Scheduling Calendar Management Class Scheduling Employee Scheduling Facility Scheduling Group Scheduling Interview Scheduling Meeting Room Booking Multi-Location Online Scheduling Payment Processing Real-time Scheduling Reservations Resource Scheduling Room Booking Management Time Tracking Features Automatic Time Capture Billable & Non-Billable Hours Billing & Invoicing Employee Database Expense Tracking Mobile Time Tracking Multiple Billing Rates Offline Time Tracking Online Time Tracking Overtime Calculation Time per Project Reporting Timesheet Management Vacation / Leave Tracking Work Management Features Access Roles / Permissions Calendar Management Collaboration Tools CRM File Storage / File Sharing Kanban Messaging / Discussion Performance Metrics Project Management Reporting / Analytics Resource Management Strategic Planning Task Management Time Tracking Version Control Workflow Management Workforce Management Features Budgeting & Forecasting Contractor Management Employee Lifecycle Management Labor Projection Performance Appraisal Recruiting Management Scheduling Skills Tracking Time & Attendance Variable Workforce		Business Management Features Billing & Invoicing CRM Employee Management Financial Management Inventory Management Marketing Management Order Management Point of Sale (POS) Project Management Purchasing Scheduling Time & Expense Tracking Training Management Vendor Management Kanban Features Collaboration Tools Dependency Tracking KPI Monitoring Milestone Tracking Multi-Board Prioritization Project Planning Roadmapping Supports Scrum Task Management Time Tracking Project Management Features Agile Methodologies Budget Management Client Portal Collaboration Tools Cost-to-Completion Tracking Customizable Templates Gantt Charts Idea Management Kanban Board Milestone Tracking Portfolio Management Resource Management Time & Expense Tracking Traditional Methodologies Project Planning Features Agile Methodologies Budget Management Collaboration Tools Due Date Tracking Gantt Charts Kanban Board Prioritization Progress Tracking Resource Management Task Management Template Management Traditional Methodologies Remote Work Features Collaboration Credential Management Electronic Signature Employee Monitoring Live Chat Meeting Management Project Management Remote Access Remote Support Screen Sharing Softphone Task Management Time Zone Tracking Video Chat Web Conferencing Task Management Features Collaboration Create Subtasks Gamification Gantt Charts Mobile Access Percent-Complete Tracking Progress Tracking Recurring Tasks Reporting/Analytics Spreadsheet View Task Board View Task Planning Task Scheduling Task Tracking Time Tracking To-Do List View Workflow Management Features Access Controls/Permissions Approval Process Control Business Process Automation Calendar Management Compliance Tracking Configurable Workflow Customizable Dashboard Document Management Forms Management Graphical Workflow Editor Mobile Access No-Code Task Management Third Party Integrations Workflow Configuration Show More Features Product Roadmap Features Collaboration Content Import / Export Diagramming Drag & Drop Feature Management Milestone Tracking Prioritization Requirements Management Workflow Management Project Portfolio Management Features Budget Management Collaboration Dashboard Issue Management Milestone Tracking Portfolio Management Project Planning Requirements Management Resource Management Status Tracking Task Management Time & Expense Tracking Project Tracking Features Collaboration Tools Cost-to-Completion Tracking Gantt Charts Kanban Board Milestone Tracking Percent-Complete Tracking Prioritization Status Tracking Time & Expense Tracking Team Management Features Assignment Management Commenting / Notes Goal Setting / Tracking Messaging Productivity Analysis Progress Tracking Project Planning Resource Management Task Management Third Party Integration Time Tracking
Integrations Dropbox Facebook Messenger Gmail Google Calendar Google Drive Mailchimp MailerLite Make Microsoft OneDrive Rambox Stackreaction Zapier Apipheny Assista Notifire Torii VoltAgent Waybook Zeda.io eesel AI Show More Integrations View All 44 Integrations		Integrations Dropbox Facebook Messenger Gmail Google Calendar Google Drive Mailchimp MailerLite Make Microsoft OneDrive Rambox Stackreaction Zapier Apipheny Assista Notifire Torii VoltAgent Waybook Zeda.io eesel AI Show More Integrations View All 977 Integrations
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