We believe there are better options available in this category, read below to learn what this software does well, and what they could do better. ⤵
The CRM space is probably the largest software category in the world, just ahead of project management. That said, there's 2 types of CRM categories:
Okay, let me explain. Most software will eventually get to a point where they need to determine if they should tack on the "CRM" category to their product offering. And because a CRM at the end of the day is really just a database, most software will justify "adding it" to their toolset.
The CRM for small + medium teams (200 or less) that use Google Workspace.
If your team is using Google Workspace and you haven't yet considered Copper—take a minute right now to do just that.
Copper spends an absurd amount per-month in server costs alone, just to give you the deepest Google Workspace integration of any CRM out there.
As compared to all of the CRMs on the market, Copper has one of the most user-friendly experiences (which helps with team adoption), as well as a fully baked Chrome extension that allows you to use Copper (view tasks, past activity, and easily add new contacts to the CRM), without ever needing to even leave Gmail or Google Calendar.
It allows for powerful functionality like form integration and email automation functionality. For more details on this, check out the full Copper Review.
We've excessively used the API of all the major CRMs on the market and I'm here to tell you that Copper's API is fantastic. Their API is one of the most powerful and user-friendly to build on, especially as compared to that of HubSpot for which has some incredibly odd API design decisions.
While this might not sound like a big deal, if you ever plan on integrating your CRM (or hiring a company like ours to do it), I'm here to tell you that building the same integration in HubSpot takes 2–3x as long and is more of a pain to maintain. All factors that affect the integration cost at the end of the day, so API design matters and affects you even if you don't think it does. 🤖 Learn more about our top Copper Integrations here.
If you're more technical, they also have a fantastic native Zapier and Make connector which allows you to build custom integrations with other popular tools like PandaDoc and Dialpad.
If you're using Google Workspace at your company and you want a modern CRM for your team, look no further than Copper. Not using Google Workspace? We recommend checking out Pipedrive or HubSpot instead. Just an individual and stumble upon Copper because you were considering either Airtable or Notion as your CRM? Copper would definitely work, but also consider folk in this dedicated Copper vs folk comparison.
For a limited time, we're giving away our paid Copper crash course for free if you use our link to sign up for Copper here. Full details available here: Claim Copper Course.
For medium + large teams looking for a task-based project management tool, where goals and reporting are important.
Asana is one of the most reliable and stable project management tools on the market. We used it for 7 years before switching to Motion. We didn't switch because Asana was bad... Asana is fantastic, as long as you take the time to set it up properly and actually need all the features it offers.
Asana is exactly what a comes to mind when you envision a traditional project manager tool. It has traditional lists view, tasks view, custom fields, kanban boards, calendar (which isn't even worthy of the name when you compare Asana vs Motion), files, and timeline views. It even has robust project management features like gantt charts, workload management and advanced reporting features. If your organization has complex projects and is looking for a tool with all the bells and whistles, including reporting for upper management, then Asana would be our top recommendation for you.
Asana is now a public traded company and it's focusing more on enterprise accounts (1000+ seats). With that, comes more enterprise features, which, we'll never need as a small team.
Our needs are much more simple—we simply wanted a tool to help us get more work done fast (hence why we made the switch to Motion - read our full Motion review to better understand it's features).
When comparing Asana vs Monday or Asana vs ClickUp, Asana wins across the board. Why? Because Monday and ClickUp are trying to be "all-in-one tools", meaning they are trying to do everything in a mediocre way, rather than doing one thing super well. Asana is a project management software, through and through. They aren't trying to be a CRM, or a documentation software, or whiteboard or whatever other tool under the sun.
This means that 100% of their focus is on delivering the best project management experience. And that's what we appreciate about them! 🙌
You will like Asana if you fit into one or all of the below categories:
The main difficulty with Asana comes from from how much manual work is required to actually stay atop of the work you're trying to get done. Unlike a tool like Motion, where you just throw in your tasks and AI intelligently auto-schedules them, even if you don't get to them for the day, Asana requires that you continually push back due dates manually in order to not fall too far behind or get too overwhelmed with your work.
Asana is an incredibly well oiled product. The API has evolved a lot over the years and everything is quite stable. It just hasn't evolved to take advantage of the time management/calendar space, which feels like a big miss for any project manager.
That said, we've just finally finished migrating off Asana over to Motion (after 7 years of Asana), which should tell you something, specifically if you are a small team (less than 100–200 employees).
Curious how this app compares to others?