Pipeline CRM vs Asana

Asana Alternative

If you’re shopping for your first CRM or looking for Asana alternatives, the research phase is the most important one. Doing research is a smart move, and we respect that! We’ve tried to compare Asana vs. Pipeline CRM objectively.

High-level Asana vs Pipeline сomparison

Disclaimer: All pricing information was last verified on 07/21/2023. To report any incorrect or outdated information, please contact us.

Asana

Pipeline CRM

Sales intelligence

Targeted, personalized email campaigns

Lead & deal management

Sales workflow automation

Subscription revenue reports

Custom fields and reports

Team management

Asana is a great project management tool that can be used as a lightweight CRM with a simple sales process. However, there are a lot of limitations when it comes to reporting, automation, running email campaigns, etc.

If you’re just starting out as a business, Asana might be a good CRM alternative. However, if you’re trying to scale up and grow the company, you need to get a proper CRM solution in place.

The key advantage of Pipeline CRM over Asana is automation!

Automation

Imagine how much time your sales team can save by automating mundane tasks like writing and sending email campaigns and creating recurring deals.

Let Pipeline CRM take care of repetitive tasks that take away from active selling time. And still, ensure that your sales reps know the next best action to close more deals.

Reporting

You can get more advance reporting around deal conversion or revenue forecasting. You would be able to track activities that your team is completing and see who is closing deals, giving you another level of transparency in your organization. Also, we have calculated fields so that you can create custom formulas like sales commissions for your team.

Pipeline CRM is a leader in Sales Analytics on G2

As a solar systems installer, one thing that we liked about Pipeline CRM was the way that they manage tasks and events. In fact, the easy-to-use lists of tasks with checkboxes, the calendar, and the Deal Stages convinced us to use the software not only for sales but also for the project management side of our operation.

— G2, validated reviewer

What our customers are saying

"Without a doubt, Pipeline CRM IS the best CRM on the market!""=

What do you like best?
Having humans answer the telephone! Whenever there is a problem. Just give them a call. Rest assured, you will be speaking with a technician within minutes who can assist you with any issue you may have! Having used every CRM on they market, there is absolutely nothing in the market that compares.

What do you dislike?
There is nothing we dislike. We like everything about Pipeline CRM

Recommendations to others considering the product:
If you have contacts and need a CRM to handle your contacts and generate meaningful information - Look no further. There is absolutely nothing on the planet that beats this Software!!

What problems are you solving with the product? What benefits have you realized?

Source: G2

"One of the best CRM tools I have ever used!"

What do you like best?
Easy way to create deals and contact, a lot user friendly then Hubspot.

What do you dislike?
You can't call through the CRM, or at least I didn't learn how to do it

Recommendations to others considering the product:
Simple CRM, for people who have never used a CRM, a lot better than Pipedrive and Hubspot.

What problems are you solving with the product? What benefits have you realized?
Problems - Sometimes the CRM has bugs and you have to reload it, problem with dupes as well.
Benefits- Reporting side is extremely easy to use, a lot better than Hubspot.

Source: G2

customers love our

Award winning support

97.6%

Satisfaction rate

1m

Chat answer

45m

First email response time

5h

Email resolution time

What our valued customers are saying

Marco Kristen

Marketing Director at TENMAT

Our sales went up 30% with the same amount of people and resources.

Kim Hicks

Sales Administrator at Cornerstone Flooring

With Pipeline, we're closing deals much faster and communicating better.

Jeff Vaughn

Vice President of Sales at Trailer Bridge

Our sales process is so streamlined that we increased productivity 100%.

Benefits

Key advantages of Pipeline CRM

Kanban boards

Kanban boards are excellent visual tools that can facilitate decision-making to close more deals, faster.

Custom fields

Prioritize key customer details by creating up to 25 custom fields for each deal page.

Email campaigns & tracking

Track all your email messages, opens, clicks, and downloads automatically as activities in your account.

Sales forecasting

When you understand past trends, you’ll be able to confidently forecast the salespeople on track to hit quota.

Track commissions

Automate sales commissions to reduce cost and increase transparency for remote sales teams.

Custom deal stages

Choose default titles (Qualified Lead, Proposal, Contract, Signed) or customize them for your team.

Unlimited files storage

Enjoy unlimited data storage for all documents, images, and records with no extra charges.

User permissions

Assign permissions for your team members to set what they can see and do within the application.

Support & setup assistance

Our customer success team offers personalized training and guidance to ensure a successful CRM implementation.

Does the thought of switching CRMs seem daunting?

It doesn’t have to be. We offer additional Jumpstart Services to get you started.

step 1

Kickoff call

Tell us about your
business needs.

step 2

Custom buildout

We’ll do a custom build out and transfer your existing data.

step 3

Employee training

We’ll even train your team and answer every single question.

Email Performance Tracking & Templates

Don't let another deal fall through the cracks.

Track open and click rates to gain insights on which emails yield the best results. Then turn them into shareable, plug-and-play templates and watch your marketing ROI soar.

Loss Tracking Technology

Which deals are headed for the danger zone?

Get x-ray insights into why deals are going cold and at which stage with our Deal Intelligence fields. This powerful, customizable coaching tool flags the clogs and leaks so your team can rescue the deal BEFORE it’s too late. Like the bat signal —but more profitable.

Smart Agenda

Cut back on time sucking admin + related guesswork.

Smart agenda intuitively builds a to-do list WHILE you go about your day. The result: A reliable lineup of only needle-moving sales activities waiting for you. Every. Single. Day. So you can do what you do best… admin sell.

Easy Integrations

Tools You Already Know How to Use

We’ve built sales enablement tools for 15 years and listened to our customers every step of the way. The result is easy to use, customizable, and fluff-free.

Seamlessly integrate or migrate.

Improve Organization

Organize your B2B sales team for success using Pipeline CRM’s custom organizational features that can be easily configured to fit the nuances of your sales pipeline, so you can spend more time building relationships with your prospects.

Feel confident in knowing that you have chosen the best CRM for your business needs today and rest assured that when you grow, it’ll grow with you.

Asana Alternative​