Looking for a Pipedrive alternative with real task management?
Pipedrive is a sales CRM with basic activity tracking. If your team needs project management alongside client relationships, Trilo gives you kanban boards, real-time chat, docs, video, and AI coworkers.
TL;DR
Pipedrive is great for tracking deals but weak on project management and team collaboration. Trilo combines task management, chat, video, docs, and AI coworkers for teams that manage both client relationships and project delivery. Choose Pipedrive for sales pipeline tracking. Choose Trilo for client work from pitch to delivery.
Why teams leave Pipedrive
Activities, not real task management
Pipedrive tracks sales activities like calls and emails. It has no kanban boards, no time tracking, no dependencies for managing project delivery.
No team communication
Pipedrive has no team chat or video calls. Internal discussions about deals happen in Slack, disconnected from the pipeline.
Per-seat pricing adds up
Pipedrive costs $14-99/user/month. A 10-person team pays $140-990/month for a CRM that still needs Slack, Asana, and Zoom alongside it.
AI focused on sales automation
Pipedrive AI scores leads and suggests next actions for deals. It does not help with project management, meeting transcription, or team collaboration.
What you get with Trilo
Tasks and boards
Kanban boards with time tracking and dependencies
Team chat built in
Discuss clients and projects in real-time
AI coworkers
AI that manages projects, not just scores leads
Flat pricing
$25/month for the whole workspace
Quick comparison
How Trilo helps
Real Project Management for Client Work
Pipedrive tracks deals through pipeline stages. Once a deal closes, your team scrambles to set up project management elsewhere. Trilo gives you kanban boards, time tracking, and calendar views alongside your team communication.
Keep Your Team on the Same Page
Pipedrive is for sales reps tracking their own deals. Trilo is for teams working together. Real-time chat, threaded discussions, and video calls with AI transcription keep everyone aligned.
AI That Works Beyond Sales
Pipedrive AI helps close deals. Trilo AI coworkers help with everything after: transcribing client kickoff calls, creating project task lists from meeting discussions, and keeping deliverables on track.
Ready for client management from pitch to delivery?
Join teams who manage client relationships and project delivery in one workspace.