Agile CRM vs. Asana

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Agile CRM
Score 7.6 out of 10
N/A
Agile CRM is a customer relationship management (CRM) software built to make the entire marketing and sales lifecycles more efficient, built around features like sales enablement, marketing automation, social suite, and web engagement.
$8.99
*per user per month
Asana
Score 8.4 out of 10
N/A
Asana is a web and mobile project management app. With tasks, projects, conversations, and dashboards, Asana lets an entire team know who's doing what by when, enabling workload balancing. Users can also add integrations for GANTT charts, time tracking and more.
$50
per month
Pricing
Agile CRMAsana
Editions & Modules
Starter
$8.99
*per user per month
Regular
$29.99
*per user per month
Enterprise
$47.99
*per user per month
Free
Free
for 10 users
Premium
$13.49
per month
Business
$30.49
per month
Offerings
Pricing Offerings
Agile CRMAsana
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup fee$10 per user per month
Additional Details*pricing for 2 year plan.
More Pricing Information
Community Pulse
Agile CRMAsana
Considered Both Products
Agile CRM

No answer on this topic

Asana
Chose Asana
Asana is amazing for a remote team, that we are currently as its accessible seamlessly to all our team member no matter where they are in the world. Its very easy to onboard new members to this platform as its very intuitive and easy for new people to get a hang of it. It has …
Chose Asana
Trello's look and feel could be more attractive for the creatives but Asana provides a more "logical" approach which is appealing to the technical types. It feels like Trello provides more degrees of freedom of use which could make collaboration a bit less structured and could …
Top Pros
Top Cons
Features
Agile CRMAsana
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Agile CRM
3.2
19 Ratings
82% below category average
Asana
-
Ratings
Customer data management / contact management3.619 Ratings00 Ratings
Workflow management5.516 Ratings00 Ratings
Territory management2.311 Ratings00 Ratings
Opportunity management3.416 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)1.118 Ratings00 Ratings
Contract management4.211 Ratings00 Ratings
Quote & order management3.612 Ratings00 Ratings
Interaction tracking3.818 Ratings00 Ratings
Channel / partner relationship management1.79 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Agile CRM
1.8
16 Ratings
123% below category average
Asana
-
Ratings
Case management1.814 Ratings00 Ratings
Call center management1.814 Ratings00 Ratings
Help desk management1.816 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Agile CRM
3.3
19 Ratings
78% below category average
Asana
-
Ratings
Lead management5.418 Ratings00 Ratings
Email marketing1.119 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Agile CRM
3.6
17 Ratings
71% below category average
Asana
-
Ratings
Task management4.915 Ratings00 Ratings
Billing and invoicing management1.410 Ratings00 Ratings
Reporting4.417 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Agile CRM
1.5
18 Ratings
134% below category average
Asana
-
Ratings
Forecasting1.314 Ratings00 Ratings
Pipeline visualization1.916 Ratings00 Ratings
Customizable reports1.217 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Agile CRM
4.1
19 Ratings
60% below category average
Asana
-
Ratings
Custom fields4.019 Ratings00 Ratings
Custom objects6.013 Ratings00 Ratings
Scripting environment1.59 Ratings00 Ratings
API for custom integration5.011 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Agile CRM
5.9
16 Ratings
34% below category average
Asana
-
Ratings
Single sign-on capability5.915 Ratings00 Ratings
Role-based user permissions5.916 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Agile CRM
3.0
12 Ratings
83% below category average
Asana
-
Ratings
Social data3.012 Ratings00 Ratings
Social engagement3.012 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Agile CRM
5.2
14 Ratings
32% below category average
Asana
-
Ratings
Marketing automation6.514 Ratings00 Ratings
Compensation management3.89 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Agile CRM
8.2
14 Ratings
9% above category average
Asana
-
Ratings
Mobile access8.214 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
Agile CRM
-
Ratings
Asana
8.1
163 Ratings
8% above category average
Task Management00 Ratings9.1163 Ratings
Resource Management00 Ratings7.8137 Ratings
Gantt Charts00 Ratings7.348 Ratings
Scheduling00 Ratings8.3148 Ratings
Workflow Automation00 Ratings8.5118 Ratings
Team Collaboration00 Ratings9.0162 Ratings
Support for Agile Methodology00 Ratings8.57 Ratings
Support for Waterfall Methodology00 Ratings8.57 Ratings
Document Management00 Ratings8.6138 Ratings
Email integration00 Ratings7.8130 Ratings
Mobile Access00 Ratings8.4135 Ratings
Timesheet Tracking00 Ratings6.16 Ratings
Change request and Case Management00 Ratings8.44 Ratings
Budget and Expense Management00 Ratings7.265 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Agile CRM
-
Ratings
Asana
6.8
39 Ratings
9% below category average
Project & financial reporting00 Ratings5.51 Ratings
Integration with accounting software00 Ratings8.138 Ratings
Best Alternatives
Agile CRMAsana
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
FunctionFox
FunctionFox
Score 8.3 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
SAP Ruum
SAP Ruum
Score 9.0 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Quickbase
Quickbase
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Agile CRMAsana
Likelihood to Recommend
3.8
(20 ratings)
8.6
(193 ratings)
Likelihood to Renew
10.0
(2 ratings)
9.6
(34 ratings)
Usability
2.1
(10 ratings)
9.0
(22 ratings)
Availability
10.0
(1 ratings)
8.4
(2 ratings)
Performance
10.0
(1 ratings)
-
(0 ratings)
Support Rating
1.1
(10 ratings)
5.0
(42 ratings)
Online Training
10.0
(1 ratings)
-
(0 ratings)
Implementation Rating
10.0
(1 ratings)
-
(0 ratings)
Configurability
10.0
(1 ratings)
-
(0 ratings)
Ease of integration
10.0
(1 ratings)
-
(0 ratings)
Product Scalability
10.0
(1 ratings)
8.2
(1 ratings)
Vendor post-sale
10.0
(1 ratings)
-
(0 ratings)
Vendor pre-sale
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
Agile CRMAsana
Likelihood to Recommend
Agile CRM
Agile CRM is well suited if an existing customer business process is defined or drafted thoroughly. Agile allowed automating workflows and marketing to improve lead management and suppress tedious tasks so users can focus on more important matters. However, Agile CRM costs can increase significantly if you want additional features and customizations. If you know what you're doing with CRMs and marketing automation or customer contracts and management then AgileCRM is worth a try.
Read full review
Asana
Asana fixed team issues like project transparency and communication, improved team performance, and enhanced office and mobile productivity. Upper management can solve project management issues quickly, and new hires can use the tool immediately. Asana's surveys simplify research and data collection. Its free trial, free plan, or paid SaaS subscription gives small and large teams the tools and centralized console to work through project tasks efficiently. Due to its complexity, Asana can be overwhelming at first.
Read full review
Pros
Agile CRM
  • The set-up was simple. We ran into a snag with my domain verification, but Agile support worked with me to get it resolved.
  • I love being able to create several scripts based on persona. You can easily use a rule to display the appropriate script for each contact.
  • Even team members new to CRM were able to grasp it and be efficient within a few hours - it's simple to navigate.
Read full review
Asana
  • Through it, we were able to communicate and cooperate with the rest of the team to complete the work in the required manner and at the appropriate time.
  • Available for free on Android and iPhone.
  • Asana has a simple and easy user interface
Read full review
Cons
Agile CRM
  • The email template building tool is inflexible although it is simple to use and looks nice if you can work within its parameters.
  • Customer Support is not committed to finding answers and providing the best solutions. Many times each support person has a different answer or fixing a bug will take up to 2 weeks to address. They do not seem to understand that they are an online marketing platform that requires solutions within hours (or maybe days) and not weeks.
  • At some point in mid-2021, the process for sending out emails to 10s of thousands of contacts stopped functioning as simply and effectively as it had in the past. My staff (which I use as test cases) was no longer receiving emails, even though it showed in the system that they had received it (and no, it wasn't in spam). The bandaids that they provided me would work for one or two mailings and then stop working again. I was regularly trying to get customer support to find my answers but they were never able to solve my problem. The basic functionality that I appreciated - sending out nicely formatted email newsletters - is now completely gone and the platform is useless for our needs.
  • The reporting tools are awful and poorly configured. Querying on groups of people is inconsistent and inaccurate. There is no segmentation feature that I found that was actually effective.
Read full review
Asana
  • Asana is not really a project management tool, it is good for simple projects only
  • UI has some glitches (doesn't save preferences, etc.)
  • Integration with other tools (Office 365, MS Project)
  • No reminders if the working period you entered is on holidays
Read full review
Likelihood to Renew
Agile CRM
There was a little bit of a learning curve and some bumps along the way to managing this platform, but AgileCRM appears to be responsive to any challenges that arise, which I consider to be of vital importance.
Read full review
Asana
  • Mobile + Desktop capabilities - Able to use it anywhere, anytime.
  • Task management - Easy to view projects and their progress.
  • Time management - Easy to see what elements require time / how they interrelate and manage the project on an overall basis.
  • Company management - Be able to see from a master dashboard perspective where each project is in its stages of completion.
  • Clear communication - It's visually documented who is doing what at what time so that the whole project gets done.
Read full review
Usability
Agile CRM
Until the email issues are resolved I cannot recommend agile for any function. The email delivery rate has halved in the last six months and halved again in the last two with no resolution in sight. The customer service discussions start from zero information anytime suggesting agile are not writing notes or using a ticketing system to track customers' complaints. This results in our staff having to send emails manually and defeating the purpose of the system.
Read full review
Asana
It is very user-friendly. Takes a new employee an hour to start figuring out how the system works. That's an important factor. You don't want to encounter the issue where employees need a week to understand how the system works. For example, JIRA, I tried using it for a week and I still don't understand the complicated layout. Asana has a simple interface. Once you see it, you get it type of program.
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Reliability and Availability
Agile CRM
The training sessions are very helpful, because you have specialist that is available to answer any questions, guide you and coach you on how to dominate a certain feature of the platform. That being said,Whenever I have an issue that needs to be resolved, I can send email or call a support line. I usually use the support line.
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Asana
Working with Asana on a daily basis
Read full review
Performance
Agile CRM
The performance of AgileCRM has been acceptable to date. I'm pleased with the ability to modify leads in the system and search for them and add groups to campaigns.
Read full review
Asana
No answers on this topic
Support Rating
Agile CRM
The technical support of this software I liked a lot because whenever we need help to solve any problem or even to answer any questions about the software, Agile CRM's support was quick and efficient and guided us on the best solution to solve the problem. I admire and respect that a lot.
Read full review
Asana
I haven't had to use their support so I can't rate it. The fact that I haven't needed them reflects the ease of use of the product. I would recommend that any new users schedule a complete demo of the product to ensure that they are using it to it's fullest (there's a lot of useful features).
Read full review
Online Training
Agile CRM
Each section of the AgileCRM platform has an instructional video that describes in detail all of the features of that section. I found this to be very instructional way to learn about each section. Whenever I had more questions, I could always schedule a conference call with a tutor..
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Asana
No answers on this topic
Implementation Rating
Agile CRM
Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business
Read full review
Asana
No answers on this topic
Alternatives Considered
Agile CRM
It was able to do most of the functions needed but was the most cost-effective to get us started. If you are a new company and looking to get started with a CRM start here for a year or two and when you have the money you can pay for one of the bigger players. This platform will give you all you need to be successful. We have been using it for 2 years and we profited more each year.
Read full review
Asana
I like how extensive the capabilities are for Asana. With other softwares it seems there are many things lacking. I feel like Asana is also a very user friendly platform and aesthetically pleasing which is important in a modern office. We have many young people entering our workspace and it is important to have software that is ahead of the times in functionality and efficiency.
Read full review
Scalability
Agile CRM
This products Starts with a free Limited version. You can upgradeTo an affordable paid version with minimal features. There's also an enterprise version which is what I have. It's much more expensive, however it allows me to access the full range of features available.
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Asana
I used this tool on a daily basis at work and it runs as a solid rock
Read full review
Return on Investment
Agile CRM
  • It may be me but I spent a disproportionate amount of time figuring out how to derive more ROI from Agile CRM. The functionality and facilities were there but I eventually gave up as it was taking too much time and attention.
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Asana
  • Productivity - Most of all, it allows me to be more productive and have a good sense of where I am with projects and deadlines.
  • Easy to use - I can make the most of my time to get up (and stay) up and running.
  • Project coordination - Allows me to assign tasks to my interns and communicate directly within the platform to keep the work train moving.
Read full review
ScreenShots

Asana Screenshots

Screenshot of Product HomepageScreenshot of Team ConversationsScreenshot of Project CalendarsScreenshot of InboxScreenshot of List ProjectScreenshot of Portfolios