AI CRM suite
Work-management platform
HelloGrowthCRM vs Asana: Keep Asana for Projects, Sell in a CRM
Last verified against Asana's own pricing and product pages.
Quick verdict
Should you switch from Asana to HelloGrowthCRM?
Decide on evidence.
- Step 1
List must-haves
Pipeline, WhatsApp, calling, reports
- Step 2
Price your team
Cost per user at your real team size
- Step 3
Trial with real leads
A week of genuine follow-up
- Step 4
Check the extras
AI, automation and integrations you need
- Step 5
Plan the move
Export, import and go live
HelloGrowthCRM's free plan lets you run step 3 on real leads before paying.
Who should choose which
Sales-led small businesses and agencies that have been tracking leads as Asana tasks with custom fields. If your pipeline needs calling, email and text follow-up, quotes, a customer portal and support tickets, HelloGrowthCRM gives each person that workspace, with table, kanban, calendar and Gantt task boards, for $12 per user per month, so sales stops living in a project tool.
Operations, marketing and product teams whose work is projects: timelines, dependencies, portfolios, goals, approvals, workload and time tracking across many teams, with AI teammates routing requests. Asana goes deeper on cross-project planning than CRM task boards do, and it offers HIPAA compliance as an opt-in; HelloGrowthCRM is not HIPAA compliant.
What Asana is, and where a CRM fits
Asana is a work-management platform that calls itself "the OS for human-agent teams". Teams plan projects in lists, boards, timelines and Gantt charts, track goals and portfolios, and use AI teammates to route requests. Plans are priced per user, with a free Personal tier and Starter, Advanced and Enterprise plans (checked 2026-10-29).
HelloGrowthCRM is an AI CRM suite for selling and serving customers. Leads are captured from forms and booking pages, worked by phone, email and text from a shared inbox, and moved across a deal pipeline. Quotes, invoices, support tickets and a customer portal come from the same record, and task boards hold the delivery work attached to each deal.
The tables on this page show both columns as of 2026-10-29. "Not listed" means Asana's own pages do not list the capability. Asana has strengths this page does not claim for HelloGrowthCRM, such as portfolios, goals, workload planning and AI meeting notes.
To decide, look at where your customers' conversations live. If deals are tracked in Asana but calls and emails happen elsewhere, a CRM closes that gap, and Asana can keep the projects.
The 10 differences that decide it
What buyers comparing Asana ask about most. Each Asana cell links to Asana's own page.
| What you need | Why it matters | HelloGrowthCRM | Asana |
|---|---|---|---|
| Deal pipeline board | Every open deal, its stage and its value on one screen. | Included (Growth plan) | LimitedSource, checked 2026-10-29 |
| One shared inbox | The whole team sees every conversation, so nothing waits on one person. | Included (Growth plan) | Not availableSource, checked 2026-10-29 |
| Call leads from the CRM | Reps dial in one click and every call lands on the lead's timeline. | Included (Growth plan) | Not availableSource, checked 2026-10-29 |
| Automatic follow-up emails | Leads get chased on schedule and the sequence stops when they reply. | Included (Growth plan) | Not availableSource, checked 2026-10-29 |
| Quotes from the deal | Pricing goes out in minutes, without copying data into another tool. | Included (Growth plan) | Not availableSource, checked 2026-10-29 |
| Support tickets | Customer issues get an owner, a status and a history. | Included (Growth plan) | Separate productSource, checked 2026-10-29 |
| Customer portal | Customers check tickets, quotes and invoices without emailing you. | Included (Growth plan) | Separate productSource, checked 2026-10-29 |
| Task boards | Delivery and admin work is tracked next to the deals it came from. | Included (Growth plan) | IncludedSource, checked 2026-10-29 |
| AI meeting notes | Meetings are recorded and summarised without anyone taking notes. | Not available | Separate productSource, checked 2026-10-29 |
| HIPAA compliance | Protected health information needs a vendor that signs a BAA. | Not available | Opt-in, see requirementsSource, checked 2026-10-29 |
What HelloGrowthCRM includes for teams comparing Asana
Included in Growth. Each card says what the feature does not do yet.
Task boards
Table, kanban, calendar, Gantt and analytics views with subtasks, dependencies, several assignees and time tracking.
Limit: No voice notes on tasks yet.
Team inbox
Email, SMS, chat, social and WhatsApp conversations in one inbox, with assignment, snooze and mentions.
Limit: AI autopilot drafts and sends on email only.
Power dialer
Dialing sessions that call down a list, with recording and the call outcome logged on the lead.
Limit: Parallel (multi-line) dialing is not offered.
Email sequences
Multi-step follow-up that stops when the lead replies, triggered by stage changes.
Quotes, proposals and invoices
Quotes built from the deal, turned into invoices, plus recurring invoices and AI-drafted proposals.
Limit: Card payments run through a payment provider you connect.
Tickets and SLAs
Tickets from any inbox channel with SLA policies, escalations, watchers and internal notes.
Limit: Automatic ticket assignment is coming soon.
Customer portal
A passwordless portal where customers pay invoices, accept quotes, raise tickets and see bookings.
Limit: There is no vendor or supplier portal.
Report builder
About 24 lead and pipeline reports by stage, source, rep, team and channel, saved and exported.
Limit: Scheduled, emailed reports are coming soon.
What it costs for 5, 10 and 25 users
Year-one cost at list price: HelloGrowthCRM Growth at $12 per user per month, and Asana Starter at $13.49 per user per month (billed monthly, from Asana's pricing page, checked 2026-10-29).
| Team size | HelloGrowthCRM | Asana Starter |
|---|---|---|
| 5 users | $720 | $809.4 |
| 10 users | $1,440 | $1,618.8 |
| 25 users | $3,600 | $4,047 |
Asana Starter is $10.99 per user per month billed yearly. Time tracking, goals and approvals start on Advanced at $30.49 a month ($24.99 billed yearly). Asana does not include a CRM, so a team that keeps it for projects and adds HelloGrowthCRM for sales pays for both.
Try your own team size
Asana Starter
$1,618.8 in year one
$13.49 per user per month, billed monthly.
HelloGrowthCRM Growth
$1,440 in year one
$12 per user per month.
Asana price from its pricing page, checked 2026-10-29. Taxes, usage charges and add-ons are not included on either side.
Why teams look past Asana
Teams look past Asana for sales work for three reasons.
The first is that a pipeline is not a project. In Asana a deal is a task with custom fields, and its pricing page lists no shared inbox, dialer, quotes or invoices (Asana pricing, checked 2026-10-29). In HelloGrowthCRM the deal, the conversation and the tasks are one record.
The second is the customer side. Asana sells service work and a client portal as separate products, Asana Service Management and Asana Client Management (Asana pricing, checked 2026-10-29). HelloGrowthCRM includes support tickets and a customer portal in Growth.
The third is the plan ladder. Asana puts time tracking, goals and approvals on Advanced (Asana pricing, checked 2026-10-29). Task boards in HelloGrowthCRM include a task timer in Growth.
Where Asana is stronger
- Cross-team project planning: portfolios, goals, workload and resource management.
- AI Teammates and AI Studio that classify, route and act on requests; autonomous task execution in HelloGrowthCRM is in beta.
- AI meeting notes in Asana Client Management; HelloGrowthCRM has no meeting notetaker.
- HIPAA compliance, as an opt-in with requirements; HelloGrowthCRM is not HIPAA compliant.
Full capability comparison
48 capabilities in 10 groups. Open a group to see every row.
Records and pipeline (10)
| Capability | HelloGrowthCRM | Asana |
|---|---|---|
| Contact and lead records | Included (Growth plan) | Limited |
| Create a lead manually | Included (Growth plan) | Limited |
| Company and account records | Included (Growth plan) | Separate product |
| Custom fields | Included (Growth plan) | Included |
| Saved views and advanced filters | Included (Growth plan) | Included |
| Activity timeline | Included (Growth plan) | Included |
| Global search | Included (Growth plan) | Included |
| Lead assignment and routing rules | Included (Growth plan) | Limited |
| Lead lifecycle stages | Included (Growth plan) | Limited |
| Customizable pipeline stages | Included (Growth plan) | Limited |
Lead capture (2)
| Capability | HelloGrowthCRM | Asana |
|---|---|---|
| Embeddable web lead form | Included (Growth plan) | Limited |
| Email-to-lead capture | Included (Growth plan) | Limited |
Calling and messaging (5)
| Capability | HelloGrowthCRM | Asana |
|---|---|---|
| Shared team inbox | Included (Growth plan) | Not available |
| Gmail sync | Via integration | Limited |
| Outlook and Microsoft 365 mail sync | Via integration | Limited |
| Email sequences | Included (Growth plan) | Not available |
| Click-to-call dialer | Included (Growth plan) | Not available |
AI (7)
| Capability | HelloGrowthCRM | Asana |
|---|---|---|
| AI assistant chat over CRM data | Included (Growth plan) | Included |
| Churn and conversion prediction | Included (Growth plan) | Separate product |
| AI meeting notetaker bot | Not available | Separate product |
| AI text-to-tasks | Included (Growth plan) | Included |
| AI governance and approval mode | Included (Growth plan) | Included |
| Autonomous AI task execution | Beta | Included |
| Multiple prebuilt AI agents | Included (Growth plan) | Included |
Automation (6)
| Capability | HelloGrowthCRM | Asana |
|---|---|---|
| Visual workflow automation | Included (Growth plan) | Included |
| Stage requirements | Included (Growth plan) | Limited |
| Zapier | Via integration | Via integration |
| Outbound webhooks | Via integration | Included |
| Public REST API | Included (Growth plan) | Included |
| API keys and developer portal | Included (Growth plan) | Included |
Sales execution (6)
| Capability | HelloGrowthCRM | Asana |
|---|---|---|
| Kanban deal board | Included (Growth plan) | Limited |
| Inline deal stage editing in table | Included (Growth plan) | Limited |
| Multiple pipelines | Included (Growth plan) | Limited |
| Sales goals and quotas | Included (Growth plan) | Limited |
| Google Calendar sync | Via integration | Via integration |
| Zoom meetings | Via integration | Via integration |
Quotes, invoices and payments (1)
| Capability | HelloGrowthCRM | Asana |
|---|---|---|
| Quotes | Included (Growth plan) | Not available |
Tasks and operations (8)
| Capability | HelloGrowthCRM | Asana |
|---|---|---|
| Task boards (kanban) | Included (Growth plan) | Included |
| Multiple task views | Included (Growth plan) | Included |
| Subtasks | Included (Growth plan) | Included |
| Task dependencies | Included (Growth plan) | Included |
| Task automation rules | Included (Growth plan) | Included |
| Task templates | Included (Growth plan) | Included |
| Task time tracking | Included (Growth plan) | Advanced and above |
| Task intake forms | Included (Growth plan) | Included |
Support and customer success (2)
| Capability | HelloGrowthCRM | Asana |
|---|---|---|
| Customer portal | Included (Growth plan) | Separate product |
| Support ticketing | Included (Growth plan) | Separate product |
Security and admin (1)
| Capability | HelloGrowthCRM | Asana |
|---|---|---|
| HIPAA compliance | Not available | Opt-in, see requirements |
Sources for the Asana column (48)
Each Asana cell is checked against Asana's own documentation or pricing page. A cell that has not been re-checked within 120 days is removed from the table rather than shown out of date.
- Contact and lead records: asana.com/templates/sales-pipeline · checked 2026-10-29
- Create a lead manually: asana.com/templates/sales-pipeline · checked 2026-10-29
- Company and account records: asana.com/pricing/client-management · checked 2026-10-29
- Custom fields: asana.com/pricing · checked 2026-10-29
- Saved views and advanced filters: asana.com/pricing · checked 2026-10-29
- Activity timeline: asana.com/pricing · checked 2026-10-29
- Global search: asana.com/pricing · checked 2026-10-29
- Lead assignment and routing rules: asana.com/features/workflow-automation/rules · checked 2026-10-29
- Lead lifecycle stages: asana.com/templates/sales-pipeline · checked 2026-10-29
- Customizable pipeline stages: asana.com/templates/sales-pipeline · checked 2026-10-29
- Embeddable web lead form: asana.com/pricing · checked 2026-10-29
- Email-to-lead capture: asana.com/apps/gmail · checked 2026-10-29
- Shared team inbox: asana.com/pricing · checked 2026-10-29
- Gmail sync: asana.com/apps/gmail · checked 2026-10-29
- Outlook and Microsoft 365 mail sync: asana.com/apps/outlook · checked 2026-10-29
- Email sequences: asana.com/pricing · checked 2026-10-29
- Click-to-call dialer: asana.com/pricing · checked 2026-10-29
- AI assistant chat over CRM data: asana.com/product/ai/dash · checked 2026-10-29
- Churn and conversion prediction: asana.com/product/client-management · checked 2026-10-29
- AI meeting notetaker bot: asana.com/pricing/client-management · checked 2026-10-29
- AI text-to-tasks: asana.com/product/ai/dash · checked 2026-10-29
- AI governance and approval mode: asana.com/ · checked 2026-10-29
- Autonomous AI task execution: asana.com/product/ai · checked 2026-10-29
- Multiple prebuilt AI agents: asana.com/product/ai · checked 2026-10-29
- Visual workflow automation: asana.com/pricing · checked 2026-10-29
- Stage requirements: asana.com/pricing · checked 2026-10-29
- Zapier: asana.com/apps/zapier · checked 2026-10-29
- Outbound webhooks: developers.asana.com/docs/webhooks-guide · checked 2026-10-29
- Public REST API: developers.asana.com/docs/webhooks-guide · checked 2026-10-29
- API keys and developer portal: asana.com/pricing · checked 2026-10-29
- Kanban deal board: asana.com/templates/sales-pipeline · checked 2026-10-29
- Inline deal stage editing in table: asana.com/templates/sales-pipeline · checked 2026-10-29
- Multiple pipelines: asana.com/pricing · checked 2026-10-29
- Sales goals and quotas: asana.com/pricing · checked 2026-10-29
- Google Calendar sync: asana.com/apps/google-calendar · checked 2026-10-29
- Zoom meetings: asana.com/apps/zoom · checked 2026-10-29
- Quotes: asana.com/pricing · checked 2026-10-29
- Task boards (kanban): asana.com/pricing · checked 2026-10-29
- Multiple task views: asana.com/pricing · checked 2026-10-29
- Subtasks: asana.com/features/project-management/tasks · checked 2026-10-29
- Task dependencies: asana.com/pricing · checked 2026-10-29
- Task automation rules: asana.com/features/workflow-automation/rules · checked 2026-10-29
- Task templates: asana.com/pricing · checked 2026-10-29
- Task time tracking: asana.com/features/resource-management/time-tracking · checked 2026-10-29
- Task intake forms: asana.com/pricing · checked 2026-10-29
- Customer portal: asana.com/pricing/client-management · checked 2026-10-29
- Support ticketing: asana.com/pricing · checked 2026-10-29
- HIPAA compliance: asana.com/pricing · checked 2026-10-29
Switch from Asana in 4 steps
- Export the Asana project where you track deals to CSV.
- Import it into HelloGrowthCRM and map task fields to contact and deal fields on the import screen.
- Set up pipeline stages, a follow-up sequence and calling, and rebuild delivery checklists as task boards.
- Keep Asana for projects and run both for a week before you stop tracking deals there.
Your data
Export the Asana projects you use for sales as CSV and import them; custom fields map to HelloGrowthCRM fields on the import screen.
Contract
Nothing to cancel if you keep Asana for projects; HelloGrowthCRM is $12 per user per month on the Growth plan.
Learning curve
A guided setup wizard creates the pipeline, stages and fields; you can keep your current stage names.
Get the switching checklist by email
Verdict
Asana is a work-management platform; HelloGrowthCRM is an AI CRM suite with task boards. Choose Asana if your work is cross-team projects, with portfolios, goals, resource planning and time tracking. Choose HelloGrowthCRM if your team sells and serves customers: leads, calls, email and text follow-up, deals, quotes and tickets, with tasks attached to each deal, on the Growth plan. Many teams keep Asana for projects and run the CRM beside it.
Want to see the difference?
See how HelloGrowthCRM compares to Asana on your own pipeline.
Comparison FAQ
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Security and migration, handled
Everything you need to move quickly and trust the system you're switching to.
Security & governance
- SOC 2 Type II report (available under NDA)
- AES-256 at rest · TLS 1.3 in transit
- SSO and 2FA support
- Full audit log on all user actions
- Hosted on AWS (US regions)
- GDPR & DPDPA-aligned data handling
Implementation & support
- Onboarding included in Growth
- We handle data migration — not you
- Same-day demo response (business hours)
- Email + chat support on Growth
- Dedicated specialist on Growth Engine+
- 90-day post-onboarding check-in included
Take the next step
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Prefer email? Write to sales@hellogrowthcrm.com