Asana vs HubSpot CRM

• Simplicity of user interface without neglecting functionality
• Timeline and calendar views are extremely useful
• Templates for repeatable projects

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• Hubspot CRM is fantastically easy to navigate and use. Having used three other big-name CRM systems, I would say Hubspot has been by far the easiest to set up and use on a regular basis. The list and contact profile views are beautifully designed and intuitive to manipulate as needed.
• Hubspot CRM's Lists functionality is so convenient for segmenting your master contact list in all sorts of ways. I use it anytime I need to find out how many or who from our list fits a narrow set of criteria. Even in past jobs where we had other database tools that we could use, Hubspot was the fastest and easiest to get that information.
• Hubspot makes it easy to import your contact lists from other tools and sources. The migration tool is intuitive and works reliably. I was able to onboard a list of about 500 contacts in less than 10 minutes, including the time it took to diagnose compatibility errors on the first import.

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• I hate that Asana does not have time keeping functionality inbuilt. I use Asana with lot of contractors and I would love if there was a time keeping function.
• Asana sends me a lot of notifications. Sometimes it is super helpful but often I opt out of notifications. I would love to see if Asana can optimize or change the notification frequency in a unique way.
• Asana does not allow me to chat if the other user or team members are online. I would love to have that feature instead of just commenting.

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• UPDATE: The view issue has been fixed! HubSpot listened to their users and they have now changed the marketing view of a contact to look just like the sales view so that I can make all the same edits and adjustments I could in the sales view right from the marketing view! This has been a major improvement.. There's not a lot of improvement areas I can think of. There was at the beginning and they have fixed quite a few of them like timezone issues, default field issues, and view issues when going back and forth from sales to marketing contact views. I'd say the views issue is still something to work on. When a marketer is viewing a contact and a sales rep is viewing a contact I'd like to be able to (as an admin) control what each team members sees. Instead sales rep have ability to change fields they view and it makes it challenging to have a consistent experience for all users.
• More templates instead of just 5 for emails would be useful as well.
• The first reporting dashboard you see after logging in should be much more useful than it is. It really doesn't do much for reps or managers.
• Reporting is still a big weak spot. I like all the things managers and admins can do when we use custom views, but a few template reports to quickly customize would be nice to see as well.
• From a manager/admin perspective there's much that could be done to give us more options on what we control as far as which users see which fields and be able to control and limit customization of end users.

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• Allows us to keep on top of grants and sponsorships that we might otherwise miss and keeps track of our answers, comments, and files from one year to the next.
• Allows us to see when we need to report to the government and makes sure we don't accumulate any late fees.

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• Due to the cost, we will be able to implement a CRM across our company. This would have been more difficult to budget for other CRMs.
• With its integration with Sidekick, the HubSpot CRM will have the potential to help us reach customers more quickly and when they are thinking about our product.
• Our RSMs will be able to more quickly distribute and follow-up on leads provided to our dealers to be able to better understand which types of leads are most productive.

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