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As a real estate agent competing amongst 3 million licensed realtors, you need to work really hard to gain that competitive edge. The best way to achieve that is by making technology your best friend.

Automation has become essential in pretty much every industry, but it is especially imperative for the real estate sector. You can automate most of your business and focus on the clientele by employing transaction management solutions. Choosing the right transaction management software, however, can be challenging. Obviously, there are multiple options available, but today we will discuss a personally tried and tested tool with you. 

Trello – one of the most popular PM tools – is what has helped us compete with the cream of the real estate world and is sure to suit you the right way too. Most importantly, we will discuss the pros and cons of using Trello in real estate.

Without further ado, let’s get right into it:

What is Trello?

Extremely popular among enterprises, Trello is a project management software that helps you create a shared perspective for any project. This visual collaboration tool allows businesses to organize and prioritize their workflow in a flexible manner. Trello is most valuable to teams with many projects to work on. This online project management tool is a one-fits-all solution for projects in any field. 

Of course, there are many advantages and disadvantages of using Trello, but today we aim to discuss how it works for real estate in particular.

Trello for Real Estate and Realtors

Trello can be a real estate agent’s best friend because it is insanely easy to use and synchronizes your task lists across desktop web pages and mobile devices. With this free cloud-based solution, you can start a new board for every client, share resources, keep notes, delegate duties, and much more. The best part is that every update is carried out in real-time.

8 Pros and Cons of Using Trello For Real Estate

Trello is easy and convenient, undoubtedly. But every application has its own set of pros and cons. There are many advantages and disadvantages of using Trello as well. Let’s discuss them one by one:

Pros of Using Trello for Real Estate

Let’s start with the good part, shall we?

Responsive Design: 

The best part about this collaboration tool is its responsiveness. Whether you are accessing the Trello software from your laptop, tablet, or smartphone, the software shows screen style according to the device of your use.


Trello for real estate is all about flexibility. The basic plan is free, and a multitude of paid services are available too. The free version has extensive features, which are further upgraded in the paid plans. Since it runs on any web browser at all – and comes with both Android and iOS applications, Trello is a highly flexible tool for project management software. 


For any project management tool, collaboration is a crucial feature. With Trello, this is made fun and easy experience due to features like public/ private boards, checklists, and deadlines. These boards, lists, and cards are very customizable, so you can add unique backgrounds, give reaction stickers, and much more.

Tracking Budgets: 

As a realtor, you must track expenses and income without error. Trello is great in this regard, as it comes with different cards that can be used to contain expenses and income lists to help you gain better control of your finances.

Cons of Using Trello For Real Estate

While Trello is all fun and games for some time, it starts showcasing its flaws as soon as your time starts to scale.

So, it’s time to talk about the flaws:

No Utilities Concierge Service: 

The biggest problem in using Trello for real estate is that it comes with no utility concierge service. In the real estate business, buyers look for realtors who can connect utilities and home services all for them in one place. This includes gas, home security, water, cable, electricity, IoT companies, and more. 

Since Trello simply manages the basis of projects, it offers no such services, which is a huge drawback in the real estate sector.

No Handyman Directory: 

For any business, maintaining a handyman directory is crucial. But for real estate businesses, it is even more important. In the real estate sector, you need to provide your client access to a directory that contains numbers of some of the essential handymen in their area, like people who do drywall installation, interior/exterior painting, small appliance repairs, tile installation, and power washing, etc.

Unfortunately, Trello does not offer access to any such directory. 

No Ability To Gather Client Reviews:

In this digital era, client reviews are crucial for the survival of any business. Therefore you need a tool that can gather client reviews and share them with new leads to showcase the legitimacy and experience of your work. Once again, Trello does not include any feature to gather client reviews.

No Team Reporting: 

When you are working in the form of a team, boards and cards are great. But another important aspect to cover is in-house team reporting. This gives you an idea of how each employee performs and provides revenue for your business. Trello doesn’t provide any team reporting feature either.

When it comes to real estate, Trello is a great tool for project management. But it comes with quite a few flaws that cannot be ignored. Therefore, you need a tool that can cover all pros and offer you more. 

So what if we could bring you a PM + CRM tool, all-in-one, specifically for real estate? Well, this dream has now become a reality with Kazi!

A Powerful Alternative to Trello – Kazi

Kazi is a client management software for real estate agents with all the functionalities (and more) your business needs. You can set it up with your real estate website or use this portal independently. 

This software allows teams to establish easy workflows and cultivate customer relationships. Coupled with the project management features, you get a stellar in-house as well as out-of-office workflow. 

The platform has two portals to offer; one for agents and one for customers. While the real estate agent portal includes everything from managing your leads to maintaining your interactions with customers and prospects and keeping your DBMS populated, the client portal provides the facility to get your clients’ internet and utilities set up for free.

From keeping track of real estate leads to automating your sales strategy and populating the database to providing customer support, Kazi does it all! 

Let’s Organize Real Estate

Entering the real estate industry can be scary; the competition and portfolios are insane here, so you may get out quickly. But if you intend to stay and stand out, make technology your best friend. 

Two of the essential softwares you can use to make this happen are a Customer Relationship Management (CRM) tool and a Project Management (PM) tool. But what if you can combine the two? The former is cultivating and strengthening your relationship with your clientele, managing contacts, and sending out relevant emails. The latter is to form a tightly-knit company with employees who can communicate in real-time. 

We bring you Kazi, the solution encompassing the best features of both worlds. This tool has everything from enabling collaboration to managing your lead directory and from offering team reporting to providing client portals!

So, get Kazi and set yourself to beat the biggest competition in the real estate world!