All articles
Every guide and comparison we've published, newest first — page 3 of 5.
Tailgate: Private Groups, Posts and Discussions for Your Contacts
Tailgate is your own private community platform. Think of it as a personal Reddit built on the people you already know. Create groups, share rich posts with files, react and reply in threaded discussions, and let the most active conversations rise to the top. Here's the complete guide to Tailgate.
What Is a Personal CRM? Who Needs One and How Trevally Compares to Dex
A personal CRM keeps your relationships (not sales deals) organized: who you know, how you met, what you've exchanged and when to reach out again. This guide explains what a personal CRM is, who genuinely needs one and why, and compares two different philosophies: Dex, built around LinkedIn and thoughtful notes, and Trevally, built around your email.
The Best Contact Management Software: An Honest Comparison
Looking for the best contact management software? We compare eight tools honestly (HubSpot, Pipedrive, Nimble, Bigin by Zoho, Covve, Contacts+, Less Annoying CRM and Trevally) by what they do best, who they fit, and how much work each one asks of you before your contacts are actually organized.
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.