Trello
The simplest board tool that a whole team will actually adopt, now with AI that drafts cards and summarises lists.
The simplest board tool that a whole team will actually adopt, now with AI that drafts cards and summarises lists.
The categories Trello is listed in, and how strong a fit it is in each.
Business strategy, investing, market research, legal, sales, HR, accounting, consulting.
Trello has a free plan. Free plan for up to 10 collaborators a workspace, with unlimited cards, up to 10 boards a workspace, and to-do capture from email, Slack and Teams
Makes Trello. The AI is an addition to a board tool that was already popular without it, rather than the reason it exists.
Tools that do comparable work, best fit first, drawn from the catalogue rather than hand-picked. Every one is listed whether or not there is money in it for us.
Broad professional coverage with strong spreadsheet and chart handling. Good default for analysis you would otherwise do by hand.
View ChatGPT →The general option most used for professional work โ strategy memos, contract reading, financial reasoning over documents you upload.
View Claude →Sits inside Word, Excel, Outlook and Teams, so it works on the documents and meetings a company already has. The closest thing to AI that needs no change of habit.
View Microsoft 365 Copilot →Contact data, sequences and call recording in one place, so research and outreach do not live in separate tools.
View Apollo →A plain REST API over SEC EDGAR โ company records, stock prices, financial statements, insider trades and filings across more than ten thousand listed companies, with a free key and a hundred requests a minute.
View Beefi →A spreadsheet where each row can call data providers and models, which makes research that used to take a week into an afternoon.
View Clay →Where Trello sits in the wider category pages.
Works, not its focus — Business strategy, investing, market research, legal, sales, HR, accounting, consulting.
Yes โ Free plan for up to 10 collaborators a workspace, with unlimited cards, up to 10 boards a workspace, and to-do capture from email, Slack and Teams. The cheapest paid tier is Standard, at $6/mo month to month or $5/mo billed yearly.
The simplest board tool that a whole team will actually adopt, now with AI that drafts cards and summarises lists. It is listed under Business, Finance & Professional Work.
A board tool with AI added rather than an AI tool. If you want the model to do the work rather than tidy the card, look elsewhere. The free plan carries no AI at all, which starts at Standard, and caps at 10 collaborators a workspace.
6 tools do comparable work: ChatGPT, Claude, Microsoft 365 Copilot, Apollo, Beefi, Clay. 5 of them have a free plan.
Checked by hand on 4 September 2026. Prices change often โ confirm on the provider's own page before spending.