All articles
Every guide and comparison we've published, newest first — page 4 of 4.
Importing Contacts into Trevally: Import Once, Use Everywhere
Your contacts don't all live in your inbox: some are in a LinkedIn export, an old Google CSV, or your iPhone. Trevally's import wizard brings them in with full control over how they're mapped, and then does something no address book does: it remembers every import as a reusable source you can plug into Kanban boards, Tailgate communities, Courier and more.
Contact Lists in Trevally: Organize Your Network and Share It
Contact Lists turn your synced contact base into organized, purposeful groups: family, clients, teammates, prospects. In this guide we create a list, fill it in seconds with a clever search trick, share it with the right people, and show where lists quietly power the rest of Trevally.
Inside the Trevally Contact Card: Every Feature, Including the Hidden Ones
The contact card is the heart of Trevally: one place holding everything about a relationship: messages, files, notes, tasks, insights and more. In this deep dive we tour every tab and reveal the special features you might have missed, like Relevance scoring, introduction insights, and smart duplicate merging.
Getting Started with Trevally: From Your First Sign-In to Finding Any Contact in Seconds
New to Trevally? This step-by-step tour walks you through your first minutes in the app: signing in with Google, granting permissions, accepting the terms, your first sync, exploring the dashboard, and finding any contact instantly with global search.
Trevally vs Pipedrive: Sales CRM or a Contact Platform That Builds Itself?
Pipedrive is one of the most respected sales CRMs on the market: visual pipelines, workflow automation, AI forecasting and a huge integration marketplace. This in-depth comparison looks at everything Pipedrive offers, everything Trevally offers, and the one difference that decides which fits you: who does the data entry.
Trevally vs Pipedrive, HubSpot, Salesforce, Monday.com and Zendesk: Which One Fits the Way You Work?
Pipedrive, HubSpot, Salesforce, Monday.com and Zendesk are excellent tools, each built for a specific job. This comparison looks at what each platform offers, who it serves best, and what Trevally does differently: building your contact base automatically from your inbox and adding pipelines, file sharing and relationship insights on top.