Trello is a powerful tool for managing projects. Its boards, lists, and cards are simple and visual, making it a favorite for to-do lists and team collaboration. But if you’re a coach, consultant, therapist, or freelancer working with clients, Trello might not give you the structure and clarity you need.
Let’s compare Trello and Proper — and why many professionals are switching.
🗂️ What is Trello?
Trello is a Kanban-style task manager. You can create boards to manage workflows, organize content, or assign tasks in teams. It’s great for managing things like content calendars or software sprints.
But managing client relationships in Trello quickly becomes clunky:
- You have to build custom boards for every client
- Notes and files get buried in comments
- No built-in way to see client history over time
✅ What is Proper?
Proper is a focused tool designed for professionals who meet with clients regularly. Each client has a smart dossier — a clean space that holds:
- Session notes
- Attached documents
- To-dos and action items
- AI-generated summaries
- Downloadable and shareable reports
No board-building. No manual setup. Everything organized by client — instantly.
🆚 Trello vs Proper: Feature Breakdown
| Feature | Trello | Proper |
|---|---|---|
| Client relationship tracking | ❌ Requires manual setup | ✅ Built-in, ready to use |
| Per-client structure | ❌ Create a board for each one | ✅ Dossier per client by default |
| AI summaries and memory | ❌ None | ✅ Integrated & automatic |
| Session-to-session tracking | ⚠️ Requires checklists | ✅ Automatically structured |
| PDF/report export | ❌ Not built for this | ✅ One-click dossier export |
| Ideal for | 🛠️ Projects | 🧠 People |
🙋 Why Use Proper Instead of Trello?
Trello is fantastic for managing tasks and workflows — not client conversations, context, or follow-ups.
Proper is built for people who manage relationships — with clarity, memory, and structure.
If you’re spending more time organizing Trello than remembering your clients, it’s time to try Proper.
🚀 Try Proper — The Client Dossier Tool
Ditch the boards and folders.
Try Proper free and see how it changes the way you work with clients:
👉 https://propernotes.com