All articles
Every guide and comparison we've published, newest first — page 3 of 4.
Tasky: The To-Do List and Task Management App That Knows Your Contacts
Tasky is a to-do list and task management app with a difference: your tasks live next to your contacts. Organize work and life with color-themed task lists, track to-dos with quick filters for today, overdue and upcoming, share lists with your team, delegate tasks, and stay organized with every task linked to the people it involves.
Trevally Kanban Boards: Turn Your Contacts into a Sales Funnel or Recruiting Pipeline
Trevally's Kanban boards turn your contact base into visual pipelines: a sales funnel for leads, a recruiting pipeline for candidates, a deal flow for properties or products. Each card is a real contact with live data, columns can send personalized emails automatically, and your team collaborates with roles. Here's the full guide.
Courier: How to Share Large Files with Your Contacts in Trevally
Email attachments cap out just when files get important. Courier is Trevally's secure file sharing: send up to five files of 100MB each to any contact, a whole contact list, or an entire import, with recipients notified by email, and people outside Trevally invited automatically. Here's how it works.
How to Create a Contact in Trevally and Use It Across the Whole App
Trevally builds most of your contact base automatically, but sometimes you need to create a contact by hand: a person you just met, a company, a supplier. This guide shows how to create personal and business contacts, customize their cards with your own fields, and where that new contact works across the app: lists, Kanban boards, file sharing, tasks and more.
The Trevally Dashboard: Mission Control for Your Network
The dashboard is where Trevally reports back: what synced this week, who added you, which files and links arrived, what needs your approval, and a clever widget that learns who matters to you with a single thumbs up. A guided tour of every panel.
Your Personal Contact Card: A Business Card That Never Goes Stale
Everyone who has your number has an old version of you: a former job title, a dead email, a landline. Your Trevally Personal Contact Card flips that: one card you keep current, with field-by-field privacy controls, audiences powered by your contact lists, and an approval handshake that decides exactly who receives your updates.