I run a business that involves me managing client profiles and regularly performing actions associated with their accounts (i.e. taking care of forms, taxes, communications from different parties associated with the account).
I thought Smartsheets would be ideal because it's so easy and clean to manage data with it. However I soon discovered that managing workflow and determining where things were up to, what was in progress, what needed to be done etc was a mess.
Then I tried Trello. Trello was incredible when it came to workflow and project management. "Cards" would easily moved and classified. At one glance, I or my partners could see what was where and what was due when. However, I soon saw the difficulty of keeping client info in the "card" descriptions as opposed to lists, and the pain it was to manually enter data instead of populating them from web forms.
I am looking for an online database that essentially combines the power of Smartsheet and Trello in that it has a really clean intuitive project management space backed up by a coherent spreadsheet based database.
Until Trello and Smartsheets merge, I need another option.