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Is Asana good as a CRM?
When managing projects and customer relationships, finding the right tool is crucial for team productivity and business growth.
There’s a good chance you’ve already heard about Asana, a popular online project and task management platform.
But you’ve landed on this page because you’re also wondering if you can use Asana as a CRM (customer relationship management) system.
So, can Asana do more than manage projects and tasks? Can it be used as a fully-fledged CRM system?
Let’s find out.
Read more: How To Use Asana?
Is Asana Good As a CRM?
The bottom line? No, Asana isn’t a good standalone CRM option.
However, with that said, it’s still possible to leverage Asana’s flexibility and CRM-like features to manage basic customer data and sales tasks.
Simply put, Asana is an excellent option for integrating customer management into project management workflows.
This is because the platform is not a traditional CRM, so you can’t use Asana alone to comprehensively manage your CRM-related activities.
Before I dive into how you can use Asana as a CRM, let’s find out exactly what Asana is and how you can use it to manage your business workflows more effectively.
Read more: Is Asana a CRM?
What Is Asana?
If you’re looking for a streamlined and effective tool for managing small business projects and teams, Asana may be the perfect solution.
Asana is a powerful, intuitive, and simple cloud-based project and task management platform designed to help teams easily organize, track, and execute their work.
Think of it as an online to-do list, but better—combining collaboration, organization, and coordination seamlessly on one easy-to-use platform.
Whether you’re a small business on a budget or a larger team, Asana helps you stay on top of every detail!
Its user-friendly interface and robust features, such as task lists, timelines, and project boards, make it ideal for boosting productivity and keeping your team on the same page.
With Asana, you can effortlessly track and organize tasks, assign responsibilities, collaborate with your team, and customize fields to fit your needs.
I believe Asana truly has the best free task management plan on the market today! The free version includes unlimited access to:
- Projects.
- Tasks.
- Activity logs.
- Comments.
- Storage.
It’s incredibly invaluable for teams looking to stay organized without breaking the bank.
Simple, efficient, affordable, and adaptable to any workflow, Asana is the perfect tool to help you manage projects of all sizes.
Read more: Airtable vs Asana.
Can You Use Asana As a CRM?
Technically speaking, you can’t use Asana as a CRM.
But as I mentioned, it’s easy to see why people often wonder if Asana can serve as a CRM—after all, it does offer some CRM-like features, such as:
- Attaching customer details to tasks within projects.
- Tracking communication history.
- Adding custom fields to manage customer information within your projects.
This makes Asana a solid choice for teams looking to combine project and customer management in one place.
Additionally, Asana integrates with CRMs such as Pipedrive and Salesforce.
While Asana provides some basic CRM functionalities, it’s important to note that it’s primarily a project and task management tool, not a full-fledged CRM platform.
I highly suggest using a dedicated CRM for teams needing more advanced customer relationship features.
Check out my Top 7 Best CRM Software article to find the right fit for your business.
And for those seeking more robust project management tools, don’t miss my Top 7 Project Management Tools for Small Businesses!
How Much Is Asana?
Depending on your plan type, Asana can cost anywhere from $0-20 per user per month.
As I mentioned before, Asana offers an extremely generous free plan for managing small business tasks and projects.
Additionally, Asana offers two paid plan options:
- Starter: $8.50 per user per month.
- Advanced: $19.21 per user per month.
Asana also offers two Enterprise plans for bigger teams with custom pricing options.
Is Asana The Best Project Management Software For You?
Asana certainly isn’t the best choice for teams with complex workflows or those who require advanced reporting capabilities or customizations.
This is because the platform doesn’t offer all the advanced features found in some of the bigger project management tools.
But in my view, that’s precisely why it’s ideal for smaller teams.
What really sets Asana apart is its unbeatable free plan, which gives you unlimited access to projects, tasks, activity logs, comments, and storage for up to 15 users.
The interface is also incredibly intuitive, making it easy for anyone to get started.
You can effortlessly create tasks, break them into subtasks, assign responsibilities, and set deadlines in just a few clicks.
Asana is an absolute game changer for small businesses that need to manage projects on a tight budget.
This is because it essentially allows you to tap into the power of task and project management tools without the high costs!
Honestly, if you’re a small team seeking a simple yet efficient tool for managing tasks and projects, Asana is definitely the way to go!
Read more: Asana vs Monday.com.
Stews Final Thoughts
While Asana technically isn’t a good CRM option, it’s undoubtedly a powerful and essential tool for managing tasks and projects!
No matter the size or type of business, using reliable project management software is key to staying organized, on track, and productive.
And let me tell you, Asana certainly stands out as a top choice!
Don’t forget to also invest in a separate CRM system to handle your contacts, leads, and customer relationships effectively.
Thanks for reading!
