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 are using Microsoft 365.
Pipedrive is more of a "sales-focused" CRM for small + medium teams (meaning 100 seats or less), and it's pretty good at just that.
It's a huge upgrade from trying to use a spreadsheet like Google Sheets as a CRM or a database like Airtable as a CRM, any yet flexible enough to even build out for some additional internal processes beyond just sales.
Their API is flexible and robust (we enjoy integrating it for teams), and they've been around for a while, so they aren't going anywhere anytime soon. Solid recommendation if your team's tech stack revolves around Microsoft.
While Pipedrive allows you to sync in emails retroactively into the system, it only does it for the past 6 months, whereas competitors like Copper will actually go an entire year back, across everyone on your team, when a new contact is added to the CRM.
If you're using Microsoft 365 though, Pipedrive would be your best bet, as Copper doesn't work with non-Google Workspace/Gmail accounts.
If you're deeply considering Pipedrive as your CRM and your team is using Google Workspace—go check out Copper instead.
If you're heavily a sales-focused company and are using Microsoft Outlook for email, Pipedrive will actually give you one of the best experiences when it comes to a CRM.
While we might in some cases recommend HubSpot if you're a Microsoft shop, we would do so hesitantly as HubSpot gets to 5–figures per year very quickly. And that's a lot of Pipedrive seats!
We might recommend reading the Best CRM Comparison post we made which goes deeper into the positives and negatives of Pipedrive as compared to others.
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?