Project Management Tools for Real Estate Agents: Asana Vs. Trello
What project management tool are you using?
Nothing?
I’ve met many real estate agents without a proper structure in their business. Instead of using a project management tool to guide their activities, they wing things.
Relying on memory to run your real estate business doesn’t foster growth. On the contrary, it’s a sure way to miss important client deadlines and breed misunderstandings with your team.
Using a reliable and intuitive project management tool in your real estate business seals the gaps.
Benefits of a Project Management Tool for Real Estate Agents
Things are constantly changing in your real estate business. Working with several clients simultaneously means you’ll likely have various deadlines working with.
A project management tool allows you to see clear deadlines and how they apply to you and your team.
Other benefits of using a project management tool include:
Getting notified when there’s a new project that requires your input.
Sharing important client documents with your team.
Communicating seamlessly on specific tasks to keep up with progress.
Viewing deadlines and milestones at a glance helps determine if you need to pick up speed or slow down.
These aren’t the only benefits you’ll experience with a project management tool, but they are the basics.
Asana is the project management tool I use in my business. I also recommend it to agents who enroll in my Systems Rehab Group Program.
There are plenty of other project management tools on the market, but in this blog post, I’m comparing Asana with Trello to highlight some of the features I’m in love with.
Asana vs. Trello: Which Project Management Tool Takes The Cake?
Don’t get me wrong; there’s much to be accomplished with Trello. I strongly believe it’s a great project management tool that has evolved exponentially since its initial launch in 2011.
Some of the features I especially appreciate in Trello are the “Power-Ups” and “Automation” functionality that can be rolled out for each task. This makes Trello a powerhouse, especially since you don’t need to pay to use some of these add-ons.
Does this give Trello an edge over Asana? Absolutely not! Asana also has a repertoire of add-ons that you can easily integrate with their software to make it even more powerful.
There’s much to compare and discuss between these two project management tools. However, if I had to list each feature, this article would get pretty tedious to read.
Instead of chatting about all the features of each, I’ll simply state some of the top features that I find amazing.
Here are some of my top reasons for using Asana instead of Trello.
1. Alternate How Projects are Viewed
With Asana, there are different ways to visualize your projects. As someone using a premium account for my organization, I can view projects using six main views. These include:
A list view
A board view (Kanban style)
Workflows
Timeline
Calendar
Dashboard
But what if I wasn’t using a paid account? No worries! Asana still allows users to maintain several views, namely the list, board, and calendar views. As a real estate agent working out the kinks in your business, these three views will suffice, and you won’t need to pay a dime a month to use Asana.
Compared with Trello, if you aren’t on a premium account, you’re only limited to viewing tasks in a Kanban format, which isn’t always ideal for the project being undertaken.
In hindsight, if you’d prefer to lower your expenses but want a project management tool that allows you to alternate between views, Asana is the way to go.
2. Use of Many Boards for Different Projects
Trello allows you to manage projects within your workspace using boards. With a free account, each workspace is limited to 10 boards.
This means you’ll run through your options in no time, especially if you want to use Trello to house all your client projects. Without a premium account, you’d not be able to get far.
On the other hand, even with a free organization account, Asana allows you to create different teams and house many projects under each group.
How does this translate? Let’s say you wanted to share each project with buyer and seller clients. You can house these files (templates) on Asana without worrying about being restricted when using a free account.
3. Export and Import Templates
As an Online Business Manager, I always implement different systems to maximize time and get more done. One of the ways I’ve accomplished this is through the use of templates.
I have templates for just about everything. Using Asana to create and store these templates has made the entire process seamless.
I’ve also been able to share these templates with clients, who simply download and import them to their Asana workspaces.
Without a premium account, I’ve not seen this feature or functionality on Trello. You can export and import Asana templates without a paid subscription.
As you can see, many features in Asana can be used without a paid account. Is cost the only factor to consider when choosing a project management tool?
Not really.
The cost of a project management tool is important, but you want to ensure that the tool you choose is one you’ll use. You may have a subscription, but how do you benefit if it’s not used in your business?
You don’t, but you’re simply contributing cash to someone else’s business without seeing a return. You won’t only love Asana for its “free” features. There’s something else that Asana has that Trello doesn’t. Let’s talk about that.
4. An Intuitive, Organized User Interface
Asana uses a simple design. When you log in, there’s a clean interface before you. You can easily navigate through the platform by using the labels on the left.
Even as you start creating different projects and templates, things still look organized and well-kept.
I don’t feel the same about Trello.
The interface is not the most intuitive and does take a bit of getting used to, especially for not-so-tech-savvy people. Also, things start looking bulky once you start adding tasks and laying out those projects.
I don’t know about you, but having an organized, tidy project management tool to look at actually encourages me to use it more often.
Choosing a Project Management Tool
While my goal is to provide the best recommendations possible to streamline your business and save time, the decision ultimately rests with you.
If you’ve never used Asana before, I’d suggest signing up with a free organization account and testing the waters. If you’re not sold on the software, there’s no harm in giving Trello a shot.
Either way, using a project management tool is better than not having any in place.
If you’re interested in learning how my real estate agent clients use Asana to organize and automate their lead generation process, check out the details of my Systems Rehab Group Program.
meet Sheena
Backed by two decades of demonstrated experience, I help purpose-driven women in real estate grow their businesses and achieve ultimate success with proven systems.
