You should find answers to a few questions before selecting a CRM for your business. Like, how do you know whether a CRM framework truly is a profitable venture for your business explicitly? How can a CRM help you and your brand? Which CRM would suit and meet all your requirements?
If you still haven't found the answers to these questions, this article will be your guide. By the end of this article, we are sure that you'll know everything you need to know about a CRM, the need for a CRM, the features to look for, and finally, the most awaited answer, "Which CRM to choose?".
We have picked the two most popular CRMs for you, so you don't have to go through the plethora of CRMs available in the market. But, before we jump onto them and learn all about HubSpot vs. Asana, let’s try to answer the above questions, first.
What is a CRM?
In case you're an entrepreneur, you know how significant your client connections are for you to succeed. So the possibility of a CRM (Customer Relationship Management) framework is effortless to concur with. Regardless, it can feel like a significant leap of faith.
Customer relationship management (CRM) software helps automate and manage the client data for sales and marketing departments. A CRM provides tools to track and monitor efficiency, and stores the customer information into a single repository, for easy organization and management of relationships.
Why do you need a CRM?
An incredible, business-oriented CRM solution does this all on a single platform, keeping you and your business connected with minimal IT involvement and leading you on the path to significant growth. So when it comes to knowing your client, everyone is on the same page.
- The right customer relationship management (CRM) framework can supercharge your business venture like never before.
- By brilliantly storing and managing clients' and prospects' data, it can help your marketing team find new clients quicker by boosting your lead volume.
- It can win you more clients by boosting your outreach group's ability to finalize deals.
- It can help your service team satisfy more clients with smart help desk solutions.
- It empowers you and your business to better manage client communications, provide support, and maintain relationships through reliable frameworks and processes.
- It additionally coordinates organizational processes across marketing, sales, and customer care with functionalities and features that can deliberately serve as key initiatives across various departments.
Started as a CRM tool, HubSpot has now successfully grown into a full business development package taking care of marketing, sales, and services, all at once. HubSpot is a "full-fledged marketing software" that offers tools to assist your organization with blogging, inbound marketing, landing pages, social media marketing, SEO, web analytics, and content management system (CMS).
You can select to either integrate the product into your existing website or create an entirely new website on HubSpot - an all-in-one marketing & sales software. It's what any entrepreneur dreams about- a centralized, single platform that supports multiple tools. There's excellence in HubSpot, it's the one-stop answer for all digital advertising activities.
- Available for free, however with a range of paid tiers beginning at $50 per user per month, HubSpot CRM aims squarely at small to midsize business organizations (SMB).
- HubSpot CRM has a properly designed user interface (UI), and it integrates well with other HubSpot products.
- For SMBs looking for a reliable, well-maintained framework that does not involve a lot of training overhead and a freemium pricing model, HubSpot CRM can be a good decision.
- It's significant that HubSpot CRM is separate from HubSpot, a long-term pioneer in the advanced world of digital marketing. HubSpot CRM incorporates free forms of the Marketing Hub, Sales Hub, and Service Hub products.
- Main features include lead generation tools, live chatbot, web forms, advertising tools, and helpdesk services.
- The HubSpot CRM takes all the relevant data about a lead and presents it as a profile for your sales team for subsequent follow-ups and registration..
Started as a Project Management tool, Asana has now successfully gained recognition as a full-fledged CRM tool. Numerous small and large-scale organizations use Asana to manage their projects and ensure that they are consistently on the right track.
Asana does the dreary errands for its clients through automation to reduce blunders and save time for more significant tasks. It offers a virtual workspace for groups to team up on tasks and ensure they are finished. Project managers can create and allocate tasks to individuals, and set a deadline for them.
However, Asana is substantially more than a basic project management tool. Since its launch, Asana has now established itself as a lightweight CRM tool.
Confused between Asana over Monday? Read this Asana vs Monday guide to know!
When using Asana as a CRM, clients become the Task or Project. Moreover, Asana is now being prepared to oversee different teams inside an organization, including sales and marketing.
- Depending on the number of clients you work with, and the complexity of your client lifecycle, you can set up Asana as one task per client or one project per client.
- Asana is a cloud-based solution for project and task management that empowers teams to collaborate, communicate, and manage several tasks and projects.
- It can help teams meet project deadlines whilst tracking the completion of all tasks. Asana is appropriate for organizations of any size just as those with remote teams.
- Features involve task management, report generation, automated notifications, dashboards, document management, custom templates, milestones, and a lot more.
- Storage capabilities have a 100MB limit per file.
- Asana's inbox feature gets automatic updates regarding applicable projects, conversations, and tasks.
- Pricing is on a monthly membership basis and billed yearly. However, a free plan is accessible for people or organizations with 15 members.
HubSpot Vs. Asana
Now that you know what both the CRMs have to offer let's dig deeper into what all features each of them provide.
|Overview||The HubSpot CRM takes all the relevant data about a lead and presents it as a profile for your sales team to use for whatever they may require, from subsequent follow-ups and registration to seeking after hot leads.||Asana is a project management solution for teams. You can organize everything—from your business objectives to routine tasks—in one place so everyone is clear about their tasks and responsibilities, and you can track progress in real-time to keep projects on track.|
|Usability||HubSpot shows you what to do and makes it easier for you to find the help you need.||Asana is quite easy to use. You don't need to go through any guide to understand how to use Asana.|
|Pricing||HubSpot free CRM provides CRM solutions to unlimited users.||Asana is free for a team of 15 members only.|
Take your pick
While looking for a CRM, there are various things to consider, including its expenses and whether it has all the features your organization needs.
While large-scale organizations need progressed opportunity management, client correspondence capabilities, and administration work area abilities, the small-scale ones don't. This makes Asana a decent CRM as it has all the fundamental features of a standard CRM.
For one, Asana is cloud-based and coordinates with numerous applications like email, communication, and calendar. As far as project monitoring, Asana can follow tasks and oversee interactions. Although CRM offers project management capabilities and additional features, which are Asana's core functionalities, making it more reliable.
However, there are also a couple of downsides of Asana as CRM software. One is that it can't email the client or lead. Two, it cannot track the client. If Asana can consider providing these features, teams would no longer need to use separate CRM and project management tools.
On the contrary, HubSpot offers entrepreneurs and small businesses a straightforward passage into the magical world of CRM solutions. The free version of HubSpot provides enough features to manage processes and organization at zero expense. It offers clients an abundance of training resources in its online library, including learning guides, invoice generators, email signature generators, and marketing plan layout generators.
Of all the CRM solutions available, HubSpot has the best free alternative. This is ideal for independent ventures or different organizations with little to no experience in using CRM frameworks. Further, HubSpot has quite possibly the broadest online libraries to pull from.
We hope this article helps you get a clear picture of HubSpot vs. Asana, what each of the two CRMs have to offer, and which CRM would suit you and your business best.