Trello is the simplest way to organize tasks on a board. AgencyKit runs the client business around that work, from proposal to paid. They solve different problems.
Trello is a simple, visual Kanban board and one of the easiest task tools to pick up, but it has no native invoicing, payments, proposals, contracts, e-signature, time tracking, or client portal. AgencyKit runs that whole client-to-cash workflow natively, so the choice is a great board for your tasks versus one system to actually run the client business.
| Feature | AgencyKit | Trello |
|---|---|---|
| Built for | Client-to-cash workflow | Simple Kanban boards |
| Client management (CRM) | ✓Client 360, every plan | ~DIY board only |
| Proposals with online accept | ✓One-click client accept | ✗No proposals |
| Contracts + e-signature | ✓E-signature on Agency | ✗No native e-sign |
| Invoicing | ✓Every plan | ✗No native invoicing |
| Online payments | ✓Agency plan | ✗No native payments |
| Built-in time tracking | ✓Every plan | ✗Power-Ups only |
| Client portal | ✓Agency plan | ~Guest board sharing |
| Scheduling & meetings | ✓Agency plan | ✗No client booking |
| Team roles + permissions | ✓Agency plan | ~Basic, per user |
| Financial reports (P&L) | ✓P&L on Agency | ~Dashboard view, not P&L |
| Pricing model | Per account (flat) | Per user |
| Starting price | $9/mo | Free / $5 user |
| Best for | Running client work end to end | Simple visual task boards |
Trello is excellent at one job: giving you a simple, visual board to move work across columns. What it does not do is the client-facing money side, so proposals, contracts, invoices, payments, and time tracking all live in other tools or paid Power-Ups. A common setup is Trello for lightweight task boards and AgencyKit for the client-to-cash workflow, or you consolidate the whole thing into AgencyKit.
You can manage tasks on Trello, but not the client-to-cash side. Trello has no native proposals, contracts, e-signature, invoicing, or payments, so you would add Power-Ups and separate tools for each. AgencyKit runs that workflow natively.
Not natively. Time tracking on Trello comes from Power-Ups like Clockify or TrackingTime. AgencyKit includes built-in time tracking on every plan, and those hours flow directly into invoices.
No. Trello has no native invoicing and cannot collect payments. Both require third-party add-ons. AgencyKit includes invoicing on every plan and online payments on the Agency plan.
You can. Keep Trello for simple task boards if your team likes it, and use AgencyKit for proposals, contracts, invoices, payments, and time tracking, so the client-to-cash side lives in one place.
Trello is billed per user, so cost grows with your team, plus any paid Power-Ups you add for billing and time. AgencyKit is billed per account and starts at $9 a month, with the full Agency plan at $39, regardless of how many teammates are on that tier.
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