Insightly CRM vs Asana (2024 Comparison)
Insightly CRM offers a powerful combination of CRM and project management features, making it an ideal choice for businesses looking to streamline their operations and improve customer relationships.
- Integrated CRM and project management
- Robust CRM features
- Good customer support
- Steep learning curve
- Limited project management features
Free plan?
YesStarting price
$29 per user / month
Asana provides advanced project management tools with a user-friendly interface, making it perfect for teams looking to enhance collaboration and productivity in their projects.
- Advanced project management
- User-friendly interface
- Wide range of integrations
- Limited CRM features
- Higher cost for premium features
Free plan?
YesStarting price
$10.99 per month per userWhat is Insightly CRM?
Insightly CRM is a powerful customer relationship management tool designed to help businesses manage their contacts, sales, and projects efficiently. It offers a comprehensive suite of features including contact management, project management, and workflow automation. With Insightly, you can streamline your business processes, improve customer interactions, and enhance team collaboration. It is particularly beneficial for small to medium-sized businesses looking to integrate their sales and project management efforts seamlessly.
What is Asana?
Asana is a versatile project management software that helps teams organize, track, and manage their work. It provides a platform where you can create tasks, set deadlines, and assign responsibilities, ensuring everyone is on the same page. Asana's intuitive interface and robust features make it ideal for teams of all sizes, helping them stay focused on goals, projects, and daily tasks. Whether you're managing a small team or a large organization, Asana helps you keep everything in one place, making collaboration and productivity a breeze.
Pros and Cons of Insightly CRM vs Asana
Pros & Cons of Insightly CRM
- Insightly CRM offers a seamless integration of CRM and project management features, making it an all-in-one solution for businesses looking to manage customer relationships and projects in one place.
- With Insightly CRM, you get access to powerful CRM tools that help you manage contacts, sales pipelines, and customer interactions effectively, making it ideal for businesses focused on customer relationship management.
- Insightly CRM provides reliable customer support, ensuring that users can get assistance when needed, which is particularly beneficial for businesses that rely heavily on CRM functionalities.
- Insightly CRM can be challenging to master initially, especially for users who are new to CRM systems, which may require additional training and time to fully utilize its features.
- While Insightly CRM offers project management capabilities, they are not as advanced as dedicated project management tools, which may limit its effectiveness for complex project management needs.
Pros & Cons of Asana
- Asana provides advanced project management features that allow teams to manage tasks, set deadlines, and track progress with ease, making it ideal for complex project management needs.
- Asana's intuitive interface makes it easy for teams to get started quickly, reducing the learning curve and allowing users to focus on their work rather than navigating the software.
- Asana offers a wide range of integrations with other tools, making it easy to connect with your existing software stack and streamline your workflow, enhancing productivity and collaboration.
- Asana is primarily a project management tool, and its CRM features are limited, which may not be sufficient for businesses that require robust CRM functionalities.
- Asana's premium features come at a higher cost, which may be a consideration for businesses with budget constraints, especially if they require access to advanced project management tools.
Insightly CRM vs Asana: At A Glance
Insightly CRM vs Asana: A Detailed Breakdown of Key Features
Task Management
Asana excels in task management with its intuitive interface and advanced features, making it easy to assign tasks, set deadlines, and track progress. Insightly CRM also offers task management, but its focus is more on CRM-related tasks. If task management is your primary concern, Asana is the better choice.
Project Tracking
Asana's project tracking capabilities are top-notch, allowing teams to visualize project timelines and dependencies. Insightly CRM provides project tracking as well, but it is more integrated with CRM functionalities. For comprehensive project tracking, Asana is the superior option.
CRM Features
Insightly CRM shines in CRM features, offering robust tools for managing customer relationships and sales pipelines. Asana, while not primarily a CRM tool, offers basic CRM functionalities. If CRM features are crucial for your business, Insightly CRM is the clear winner.
Collaboration Tools
Both Insightly CRM and Asana offer excellent collaboration tools, but Asana's features are more geared towards team collaboration on projects. Insightly CRM's collaboration tools are more focused on CRM-related activities. If team collaboration is your priority, Asana is the better choice.
Mobile App
Asana's mobile app is highly rated for its user-friendly interface and functionality, making it easy to manage tasks on the go. Insightly CRM also offers a mobile app, but it is more focused on CRM functionalities. If mobile access is important, Asana's app is the better option.
Reporting and Analytics
Insightly CRM offers robust reporting and analytics tools, particularly for CRM data. Asana also provides reporting features, but they are more focused on project management. If detailed CRM reporting is essential, Insightly CRM is the better choice.
Pricing Comparison of Insightly CRM and Asana
We’ve compiled the pricing tables and highlighted the key features of both Insightly CRM and Asana to aid in your decision-making process. Let’s explore what each platform has to offer.
Insightly CRM Pricing Plans
- Project management tools to streamline business processes.
- Advanced reports for insightful data analysis.
- Pre-built business dashboards for quick access to metrics.
- Free 14-Day Trial to explore features before purchase.
- Workflow automation to reduce manual tasks.
- Custom page layouts for personalized user experience.
- Free 14-Day Trial to test advanced features.
- Enhanced data management with custom fields.
- Products, pricebooks, and quotes for sales management.
- Comprehensive audit logging for security and compliance.
- Contact sales for tailored solutions and pricing.
- Advanced integration capabilities with REST API.
Asana Pricing Plans
- Collaborate with up to 10 teammates seamlessly.
- Unlimited tasks, projects, and messages for efficiency.
- Access to iOS and Android mobile apps for flexibility.
- Basic search filters and status updates for clarity.
- Timeline and Gantt view for project tracking.
- Asana AI and Workflow Builder for automation.
- Advanced search and global custom fields for precision.
- 250 Automations per month to streamline tasks.
- 25,000 Automations per month for extensive automation.
- Advanced reporting and time tracking for insights.
- Forms branching and customization for tailored workflows.
- Scaled security and approvals for enhanced protection.
- Advanced integrations with Salesforce, Tableau, and Power BI.
- Resource management and workflow bundles for efficiency.
- SAML and SCIM for secure user management.
- Custom branding and premium support for personalization.
- SIEM and DLP integration support for security.
- eDiscovery and archiving integration for compliance.
- Enterprise key management and HIPAA compliance.
- Data residency options for global data management.
Our Rating Methodology
We thoroughly evaluate each project management tool, focusing on key aspects like functionality, ease of use, and integrations. By analyzing user feedback and expert reviews, we ensure our recommendations align with your needs. Each factor is weighted to provide a reliable final score, helping you make informed decisions.
Insightly CRM or Asana: Which One Matches Your Business Needs?
Choose Insightly CRM If You Need ...
- Integrated CRM and project management
If you need a tool that combines CRM and project management, Insightly CRM is a great choice. It offers robust CRM features alongside project management capabilities, making it ideal for businesses looking to streamline their operations.
- Focus on CRM functionalities
If your primary need is CRM functionalities, Insightly CRM excels in this area. It provides powerful tools for managing customer relationships and sales pipelines, making it a top choice for businesses focused on CRM.
Choose Asana If You Need ...
- Advanced project management
If you require advanced project management features, Asana is the better option. Its intuitive interface and robust tools make it ideal for managing complex projects and enhancing team collaboration.
- User-friendly interface
If ease of use is a priority, Asana's user-friendly interface makes it easy for teams to get started quickly. Its intuitive design reduces the learning curve, allowing users to focus on their work.
Frequently Asked Questions
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Anastasia Belyh
Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.
