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.

No credit card required.

Source: G2 Data

18,000+ users around the world trust Pipeline CRM

High-level Asana vs Pipeline Comparison

Asana Pipeline CRM
Sales intelligence
Targeted, personalized email campaigns
Lead & deal management
  • All plans
Sales Workflow automation
  • All plans - Unlimited
Subscription revenue reports
  • All plans
Custom fields and reports
  • Limited
  • All plans
Team management
  • All plans
24/7 support
  • All plans - U.S.-Based Support Team
Phone support
  • Enterprise Only
  • All plans - U.S.-Based Support Team
Implementation support
  • All plans

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.  

 

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

Demps B, CEO
Demps B, CEO
Small-Business(50 or fewer emp.)
Read More
"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
User in Information Technology and Services
User in Information Technology and Services
Mid-Market(51-1000 emp.)
Read More
"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

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.

Top features to help you automate your sales process

Allow your sales team to focus on their most valuable tasks

  • Email Campaigns & Tracking

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

  • Easy Integrations

    From Gmail to QuickBooks, Pipeline CRM offers popular integrations with email providers, marketing, and sales software

  • Custom Deal Stages

    Choose the default titles for stages: Qualified Lead, Proposal, Contract, and Signed. Or you can customize these deal stage titles to suit your team’s sales language.

  • User Permissions

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

  • Mobile App

    Pipeline CRM mobile CRM for iOS and Android helps you stay on top of your sales while you’re out doing your job.

  • Custom Fields

    Prioritize the customer details that are most important to your business. You can create up to 25 custom fields that will automatically appear on every deal page.

  • 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.

  • Unlimited Files Storage

    We offer unlimited data storage for growing sales teams without any data caps. Feel free to store all your documents, images, and communication records without additional charges.

  • US Based Support

    Our award-winning U.S.-based support team is here for you. Unlimited Phone, Chat, and Email Support for Everyone.

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.
Integrations

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.

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%.

Ready To Put Some Wins On The Board?

Easy to get started with no setup or hidden costs, and no engineering resources required.

No credit card required.

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