What users are saying about
Top Rated
62 Ratings

Asana

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Top Rated
772 Ratings
Top Rated
62 Ratings
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Score 7.3 out of 101

Asana

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Top Rated
772 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.3 out of 101

Add comparison

Likelihood to Recommend

Agile CRM

For small businesses who need one piece of software to do a lot for the money, their free plan for 10 users is awesome and upgrading is very good value. They are our go-to suggestion for clients who need a CRM and marketing automation but can't justify Hubspot from a price perspective. A CRM at the most basic can hold notes and contact details about clients, and this is all some users may need. That more advanced users can automate inbound leads and send emails on triggers is amazing at this price point.
Jez John profile photo

Asana

Asana functions particularly well in scenarios with well-established teams with well-established processes and a mature SDLC. The reason is that Asana can be configured to do many, many different things, and be used in many, many different ways, and with that power comes a lot of responsibility to figure out your process before you try and automate it. It's software, not magic.
Kirk Brote profile photo

Feature Rating Comparison

Sales Force Automation

Agile CRM
7.9
Asana
Customer data management / contact management
Agile CRM
8.7
Asana
Workflow management
Agile CRM
7.4
Asana
Territory management
Agile CRM
6.7
Asana
Opportunity management
Agile CRM
8.0
Asana
Integration with email client (e.g., Outlook or Gmail)
Agile CRM
8.7
Asana
Contract management
Agile CRM
7.6
Asana
Quote & order management
Agile CRM
6.6
Asana
Interaction tracking
Agile CRM
8.4
Asana
Channel / partner relationship management
Agile CRM
8.6
Asana

Customer Service & Support

Agile CRM
6.8
Asana
Case management
Agile CRM
7.0
Asana
Call center management
Agile CRM
6.4
Asana
Help desk management
Agile CRM
7.0
Asana

Marketing Automation

Agile CRM
8.5
Asana
Lead management
Agile CRM
8.6
Asana
Email marketing
Agile CRM
8.5
Asana

CRM Project Management

Agile CRM
6.7
Asana
Task management
Agile CRM
7.3
Asana
Billing and invoicing management
Agile CRM
5.7
Asana
Reporting
Agile CRM
7.0
Asana

CRM Reporting & Analytics

Agile CRM
6.8
Asana
Forecasting
Agile CRM
6.0
Asana
Pipeline visualization
Agile CRM
8.4
Asana
Customizable reports
Agile CRM
6.1
Asana

Customization

Agile CRM
7.9
Asana
Custom fields
Agile CRM
8.7
Asana
Custom objects
Agile CRM
7.8
Asana
Scripting environment
Agile CRM
6.6
Asana
API for custom integration
Agile CRM
8.6
Asana

Security

Agile CRM
8.0
Asana
Single sign-on capability
Agile CRM
8.3
Asana
Role-based user permissions
Agile CRM
7.6
Asana

Social CRM

Agile CRM
5.9
Asana
Social data
Agile CRM
5.8
Asana
Social engagement
Agile CRM
5.9
Asana

Integrations with 3rd-party Software

Agile CRM
7.9
Asana
Marketing automation
Agile CRM
7.8
Asana
Compensation management
Agile CRM
7.9
Asana

Platform

Agile CRM
8.0
Asana
Mobile access
Agile CRM
8.0
Asana

Project Management

Agile CRM
Asana
7.8
Task Management
Agile CRM
Asana
9.1
Resource Management
Agile CRM
Asana
7.8
Gantt Charts
Agile CRM
Asana
6.5
Scheduling
Agile CRM
Asana
8.4
Workflow Automation
Agile CRM
Asana
7.8
Team Collaboration
Agile CRM
Asana
9.0
Support for Agile Methodology
Agile CRM
Asana
8.5
Support for Waterfall Methodology
Agile CRM
Asana
8.5
Document Management
Agile CRM
Asana
6.8
Email integration
Agile CRM
Asana
7.3
Mobile Access
Agile CRM
Asana
7.6
Timesheet Tracking
Agile CRM
Asana
6.1
Change request and Case Management
Agile CRM
Asana
8.4
Budget and Expense Management
Agile CRM
Asana
7.1

Professional Services Automation

Agile CRM
Asana
6.3
Project & financial reporting
Agile CRM
Asana
5.5
Integration with accounting software
Agile CRM
Asana
7.1

Pros

  • Tracks all of our clients, prospects and sales pipeline
  • Manages inbound leads and marketing automation
  • Acts as a bulk email system for messages and e-newsletters
Jez John profile photo
  • Simplicity of user interface without neglecting functionality
  • Timeline and calendar views are extremely useful
  • Templates for repeatable projects
Barbara Carneiro profile photo

Cons

  • While many aspects of the software are intuitive and simple to implement, much of the marketing automation functions assumed a level of technical familiarity that was beyond the average user. As soon as a tutorial tells me to get something from GitHub, I get the idea they're talking to a technician.
  • The help files, tutorials were of low quality and not always kept up to date with changes in layout of the software etc.
  • During the period we were using Agile CRM, I had to constantly trawl through their update logs and forum. This is because, as the name Agile suggests, the development and improvement of the software was constantly evolving in an organic fashion. But many of the developments were not relevant to us; majorly they were integrations with obscure apps that I would never use. But I had to understand 20 changes to locate the one that had some relevance to me.
Colin Butler profile photo
  • Emails: Asana can lead to inbox-overload. By default, you are subscribed to updates on any task that you create or follow. Updates include someone marking a task complete, leaving a comment on a task, or adding a file to a task. This means that if your coworker adds a file, makes a comment, then assigns the task back to you, then marks the task complete, you're looking at 4 emails in 10 seconds. You can always unsubscribe from emails or write rules to categorize them in your inbox, but the default setting will leave you inundated.
  • Assigning responsibility to multiple team members: It is possible to assign a task to multiple members of your team, but I don't like the way asana handles this. Rather than assigning the one task to multiple people, asana creates DUPLICATES of the original task. This can be frustrating because it creates redundancy.
  • Dependencies: Assigning dependencies is a new feature for asana. While it's great that this is now possible, it's pretty clear that it's not a focus for the software. The dependencies don't show up clearly in the list view, though they are obvious within the task view.
  • Overwhelming: This is probably more of a governance issue for my team specifically, but our Asana has gotten overwhelming. I count the flexibility of Asana as a pro, but it does come with risk. The lack of rules and controls leads to a "wild west" situation where anyone can organize tasks, projects, templates, etc. anyway they want. We have some team members organizing all their tasks by team function, others organizing tasks by project, others using entirely separate Asana workspaces, etc.
Elizabeth Remaklus profile photo

Likelihood to Renew

Agile CRM10.0
Based on 2 answers
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.
Steven Davis profile photo
Asana10.0
Based on 32 answers
Asana is adding more useful features and it makes the work of their entire team more organized and more efficient. It really helps us in achieving greater achievements as a team. It helps us to earn more revenue since we have more satisfied clients, simply because we are able to finish their project on time or even before the due date.
Brent Lionel Mausisa profile photo

Usability

Agile CRM10.0
Based on 1 answer
This is a feature rich, well organized and easy to use platform.
Steven Davis profile photo
Asana6.0
Based on 5 answers
This is the best task management App for teams I have used
Ronen Soreq profile photo

Reliability and Availability

Agile CRM10.0
Based on 1 answer
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.
Steven Davis profile photo
Asana8.4
Based on 2 answers
Working with Asana on a daily basis
Ronen Soreq profile photo

Performance

Agile CRM10.0
Based on 1 answer
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.
Steven Davis profile photo
No score
No answers yet
No answers on this topic

Support

Agile CRM5.7
Based on 2 answers
The online help isn't very helpful and the contact I've had with the support team left a lot to be desired.
Victoria Hoete-Dodd profile photo
Asana8.3
Based on 2 answers
They don't fix everything, but they have certainly gone the extra mile for us. When we were frustrated with a recent change that altered our default view of every project, changing it from all projects being visible to just incomplete projects being visible, they wrote a custom script to change all of our default views back for us, so we didn't have to manually click 3,000 times (we have over a thousand projects).
No photo available

Online Training

Agile CRM10.0
Based on 1 answer
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..
Steven Davis profile photo
No score
No answers yet
No answers on this topic

Implementation

Agile CRM10.0
Based on 1 answer
Once I get everything set up, everything started to flow and I can see the major benefit of this platform to my business
Steven Davis profile photo
No score
No answers yet
No answers on this topic

Alternatives Considered

Agile CRM did most of what PipeDrive did, some of what Hubspot does, and a range of other stuff that I was starry eyed about at the outset. but I eventually concluded that a jack-of-all-trades was not what i was looking for. And while the support team tried, they didn't have English as their first language and weren't on my time zone so all those factors conspired to turn me off on the end.
Colin Butler profile photo
We had used Mavenlink in other departments but for the Design, Product Development and R&D teams, Asana made much more sense and we have not regretted the switch for them. The organization is key when forming ideas and doing a bunch of research, it is difficult to keep all of these things organized. This was our main goal when we chose Asana, we had heard good things and wanted those benefits for our team.
No photo available

Scalability

Agile CRM10.0
Based on 1 answer
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.
Steven Davis profile photo
Asana8.2
Based on 1 answer
I used this tool on a daily basis at work and it runs as a solid rock
Ronen Soreq profile photo

Return on Investment

  • Agile CRM is such an integral part of our business, that I can imagine life without it. If we didn't have it, it would mean missing important calls, not following up on key leads, and not having current contact information for many of our clients, vendors, and prospects.
  • In addition to cost savings, agile CRM also helps me save time. It's very responsive, so updating records is not a hassle. I particularly like being able to import details from someone's LinkedIn page without having the type of thing.
Mike Wittenstein profile photo
  • Increased employee efficiency
  • Successful product rollouts
  • Negative impact: when not utilized correctly, employees can be overwhelmed and not actively participate on Asana.
No photo available

Pricing Details

Agile CRM

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Additional Pricing Details

Asana

General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Entry-level set up fee?
Optional
8.33*
1.  per user per month
Additional Pricing Details
Asana is always free for teams of up to 15 people.