Asana vs. ExxpertApps Comparison


Asana	ExxpertApps Calvi Systems	+	+
Learn More Update Features	Learn More Update Features	Add To Compare	Add To Compare


		Related Products Wrike Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. Our versatile, cloud-based software is trusted by top tech companies across the globe, including Siemens and Fitbit. Wrike’s award-winning features include cross-tagging, custom item types, dynamic request forms, and automated workflows. With our 400+ app integrations, you can streamline tasks and keep all your favorite tools in one place. Experience the power of voice commands and smart replies with our Work Intelligence™ software. We also offer pre-built templates designed for specific teams, helping you kick-start your sprint planning, manage Agile projects, assess risks, and adapt to unforeseen changes with ease. Worried about keeping your data secure in the cloud? No problem! Our enterprise-grade security boasts 99.9% uptime, as well as continuous data backup, user authentication, role-based access control, and data encryption. Start your free trial today. 7,631 Ratings Visit Website Project Insight Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. 122 Ratings Visit Website ClickUp Every day your team loses hours bouncing between disconnected apps. The problem isn't your people. It's that your software was never built to work together. Bundling tools doesn't fix it. You need convergence. ClickUp is one platform where projects, docs, chat, goals, and AI share the same foundation so nothing gets lost. AI Agents handle busywork around the clock. Context is always intact. Your whole operation finally runs like it should. Tasks, 15+ views, automations, real-time docs, built-in chat, time tracking, whiteboards, goals with automatic rollups, and 1,000+ integrations. All connected. All in one place. Enterprise-ready: SOC 2 Type II, SSO/SAML, advanced permissions. Trusted by teams from startups to the Fortune 500. Stop patching a broken system. Get back the hours your team was never supposed to lose. Free Forever plan available. No credit card required. 18,385 Ratings Visit Website Planfix The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies. 57 Ratings Visit Website Planview Portfolios Planview Portfolios is a Strategic Portfolio Management product that helps organizations translate strategy into results, managing investment trade-offs against capacity and financials, governing delivery against outcomes, and operating from a connected view of strategy, work, resources, and outcomes. Forward Planning • Scenario comparison against priorities, constraints, and dependencies, combining manually built scenarios with AI-generated options • Investment prioritization, capacity planning, and demand management • Program and product funding, roadmapping, and financial planning • Forecast versus actuals tracking Outcome-Led Governance • Connected objectives and key results across portfolio, program, and team levels • Strategic missions translated into specific investments • Program management, project planning, and resource management • Process automation, time reporting, and portfolio reporting and dashboards, with out-of-the-box reports and Power BI integration • A governance and visibility layer across delivery modes, giving a unified strategic view of work happening in other Planview products used for Lean-Agile and collaborative execution Contextual Intelligence • A Connected Work Graph mapping relationships between strategy, dependencies, work, resources, and outcomes • Planview Anvi, the AI built into Portfolios, which generates planning scenarios, surfaces status, risk, and sentiment signals for governance, and identifies patterns across the Connected Work Graph • Anvi available through in-app intelligence, Anvi Chat, and Anvi Home • Connections to systems of record across an organization's existing technology stack through Planview Hub Security and Deployment • SOC 2, ISO 27001, and ISO 27701 certification • Data encryption in storage, transit, and backups • Cloud-hosted or on-premise deployment options • Customer data is not used to train AI models and is not shared with other customers or third parties • Planview Anvi operates within the customer's own Planview environment rather than as an external service 200 Ratings Visit Website Planview AdaptiveWork Planview AdaptiveWork is a project and portfolio management product for organizations managing complex execution across multiple portfolios and delivery models. It supports IT PPM, Professional Services Automation, Product Development and R&D, and business project and program management use cases, with Planview Anvi available as an embedded AI add-on for insights and automation. Governed Workflow Automation -Low-code workflow automation for any step in the portfolio and project management process -Changes ripple automatically across hundreds or thousands of projects -Admins create and manage workflow changes without code -Waterfall, agile, stage-gate, and hybrid delivery supported in one governed system Resource and Capacity Planning -Time-phased planning and allocation across thousands of resources by month, quarter, or year -Planning horizon extends years forward and back without restructuring the system -Supports employees, contractors, equipment, and other non-labor resources Financial and Portfolio Reporting -Bidirectional reporting: top-down portfolio to project, and bottom-up project to portfolio -Time-phased financial planning, forecasting, and tracking, including when funds are committed or earned -Role-based and executive-ready reporting dashboards -Native data export on any data object, including custom fields, for ALM, PLM, ERP, and BI systems Extensible Data Model -Every standard object, custom field, and custom object automatically generates API endpoints -Custom objects support hundreds of configurable fields, each API-enabled by design -Data model can be extended without breaking integrations or requiring middleware Embedded AI with Planview Anvi -Natural language questions answered about any project, program, or portfolio using live data -Scheduled agents automate recurring status reports on a defined schedule -Risk identification agent surfaces risks at project initiation from scope, timeline, and resource profile -Work plan agent surfaces recommendations based on delivery patterns across the organization -Sentiment analysis across project text fields and an in-app text assistant for tone, grammar, and translation -Customer data is not used to train AI models AdaptiveWork is designed for upper mid-market to large organizations, including departments within larger enterprises, that need governance and reporting to scale without adding administrative overhead. 714 Ratings Visit Website Zoho Projects Project management, as effective as it gets. Zoho Projects is a cloud-based project management tool that helps you plan your work, track it efficiently, and collaborate with your team wherever they are. Plan your project activities, assign work, manage resources and collaborate with your team better to get things done on time. Use Gantt charts to build your project plan and track your task schedule. Zoho Projects keeps you aware of your critical tasks and their dependencies, and immediately shows any deviations between your planned and actual progress. Save time on routine tasks. Whether you have a simple process or a complex workflow, our project management software has a drag-and-drop interface that makes new automations easier to visualize and deploy. Log billable and non-billable hours with the Projects timesheet module. Record every minute of your hard work, either manually or with timers, and our built-in integration with Zoho Invoice will generate invoices. 1,889 Ratings Visit Website Kantata Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. By connecting scoping, resourcing, and forecasting in one platform, you can always deliver amazing. Most PS organizations struggle with unpredictable projects that erode margins, strain resources, and weaken client trust. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team based on skills, availability, and scope • Easily amplify institutional knowledge by turning past experience into real-time intelligence • Confidently forecast every outcome with an accurate view of everything from revenue and margins to capacity and sentiment 2,277 Ratings Visit Website Process Street Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare. 1,119 Ratings Visit Website Connecteam Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price. 10,601 Ratings Visit Website
About Asana is a collaborative work management platform that brings teams, projects, and goals together in one centralized workspace. It helps organizations plan, track, and deliver work more efficiently by connecting daily tasks to strategic objectives. With built-in AI capabilities, Asana reduces manual effort by automating updates, surfacing insights, and keeping work on track. The platform supports teams of any size, from small businesses to large enterprises, across a wide range of use cases. Asana integrates with over 300 popular business tools, making it easy to fit into existing workflows. Strong security, compliance options, and Asana Gov make it suitable for regulated industries and government agencies. Trusted by a majority of Fortune 100 companies, Asana is designed to scale as organizations grow.	About With a single integrated application you can manage contacts, companies, projects, opportunities, activities, documents, resources, mailings, landing pages, online registrations, surveys, online procurement, and much more. Your team will achieve higher levels of productivity by centralizing the information and files (but with selective access rights per user), by using specialized applications to do certain tasks (like mass mailings), and by easily coordinating projects with internal and external persons. Your company will be able to maintain the knowledge and experience inside by storing the key business processes in templates and by re-using this know-how in such a way that is continuously improved and updated. All your business data can be stored on our system adapting to your data model (number, type, and name of fields) without programming, just customizing the application with forms that you can create.
Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Asana is ideal for teams, managers, and organizations of any size that need a scalable, secure, and AI-powered platform to plan, track, and execute collaborative work efficiently	Audience Companies interested in a solution to make their team more productive
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing Free Basic - Free Starter - $10.99/user/month Advanced - $24.99/user/month Enterprise - Custom Pricing Free Version Supported Free Trial Not Supported	Pricing $50 per month Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 4.7 / 5 ease 4.6 / 5 features 4.6 / 5 design 4.6 / 5 support 4.7 / 5 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Pros & Cons from Real Users Pros It's simple to customize Asana dashboard according to my needs. Again, it's simple to plan, manage and execute projects effectively with Asana. It's simple to collaborate with my team on project assignments with Asana. It's also simple to track project progress with Asana. It is simple to plan and orchestrate daily tasks and projects with Asana. It enhances real-time team collaboration. It is simple to track project progress using Asana. It's extremely easy to get onboarded to the tool and actually learn to utilize all of its features, workflow automation and triggers are a must-use feature if you are on the paid plan. * Workflow Builder has allowed other tools to be automated together without the need to use external platforms for integration such as Appy Pie or Zapier, which despite the fact that these platforms that I have just mentioned are very useful within almost any company to automate all the work is also important that each platform can have internal automations as Asana is currently starting to do. With Workflow Builder I can create processes that do pretty much a lot of my work managing a project and it's all done automatically, so I very rarely integrate integration platforms when using Asana as everything can be found right there within their platform. * Another tool that has been quite useful to me throughout the use of Asana is Workload since it has allowed me to manage staff or work teams from different projects more easily, I say this because this feature allows me to see the days when people they have workloads and what capacity they have available to assign tasks. A clear example of how Workload has benefited me is that when managing the assignment of a task I can see the availability or workload that each person has and thus not assign more tasks that could lower the performance of a person having tasks that he will not be able to complete due to excessive work, so before assigning a task I go to the Workload panel and thus verify the availability and workload of each one of my work team. * Thanks to the hundreds of integrations I can make my job much easier since I don't need to pass data from other platforms to this one to have everything connected (and vice versa) since everything stays interconnected. This has resulted in me counting on being able to have Asana Calendar connected to Google Calendar, so I have more control over my to-dos and other to-do lists. Also, with Adobe Creative Cloud I can facilitate my marketing by being able to have the projects and tasks both in asana and in Adobe Creative Cloud since the information is shared reciprocally. With Asana it has been possible to integrate very well the calendars of the different emails that I currently have, this was very useful for me since I did not have to manually synchronize all the notes and important events since they are currently a very heavy load to carry out that work. So the full integration with the Outlook and Gmail calendar was the best thing that happened to me to be able to integrate all the events within the projects and thus have easier reminders Without having to start from scratch to make notifications of each upcoming event and assigned tasks within a project. The board is very personalized, this gives me a lot of freedom to be able to have what I want to see once I log in to this platform. The main screen is the most important thing to be able to highlight what is most relevant while managing a project, so I can add different sections or tasks, lists, some calendars or everything that interests me to know when I'm managing not one but several projects. It was useful to be able to have the option to approve since being able to verify if the work is done is important For the combination of a project to be very effective since within my company we avoid having setbacks and that certain pre-established norms are skipped. So with Asana you can have approval once the assigned jobs or tasks are verified that they have been completed correctly with all the steps to follow so that the completion of a project is very effective since within my company we avoid having setbacks and that break certain pre-established rules. So with the healthy one you can have approval is once the assigned jobs or tasks are verified that they are completed correctly with all the steps to follow and with their well-written documentation marking all the steps which the results were obtained. It is natively available for desktops on both Windows, Mac this was very useful for me as I can sync all tasks and projects on all devices and not just web version and desktop version. It gave me the ease of being able to focus on projects without using the browser since in the past that was the only way to be able to use Asana at that time. The mobile application, in turn, is very complete, just like the writer versions, regardless of whether it is for the web or native to each desktop operating system, so I don't miss out on certain functions that this platform may have, but everything is already there. integrated into any mobile device regardless of the operating system you are using is Android or iOS. Cons I'm yet to encounter any negative issues with Asana since it meets my project management needs. I haven't experienced any drawbacks with Asana as it works perfectly. Price can be a it hefty when you reach the enterprise level, other than that, the tool is epic. * It is possible to see the list of tasks in a very ordered way, but for me sometimes it is not very useful since I would like to be able to order the tasks by priority and not by completion date. This would give me a better advantage when it comes to organizing my tasks and focusing more on those that require a lot of attention to detail, as well as the effort that must be applied to other tasks regardless of the differences in delivery time. This function of ordering by priority added to the Workload function will allow to better manage the performance and availability of each employee in the event that new tasks are to be assigned, thus being able to have the work team more organized in each project that is being managed. * It can take a long time to get used to Asana even if you use the free version, you have to get used to it very well in order to streamline projects and easily manage assigned tasks. By this I do not mean that you have to get a specialty in project management, but rather because of the number of functions that Asana has, and it can be overwhelming to learn how to use all its tools without any problem. So, if someone is thinking of adding Asana to their company, they must consider that they must have prior knowledge of this platform before they can get a good return on investment, because if they don't, they will be affected in the projects they manage when implementing Asana and they are just beginning to know how it works, making this a waste of time and money. * There is a confusion with the assigned subtasks, since it is shown as a normal task which is not the case since when a member of my team reviews their tasks, they will think that they have work overloaded and in reality, it is not. Therefore, my recommendation is to show the tasks, but if they are more specific tasks of those tasks which several people are involved, they should be seen as a respective subtask and not as tasks only since it overloads the task list with repetitive events. and also confuses when knowing what tasks have been assigned to me. I'd like a way to be able to use notes even when I'm not connected to the internet, that would be very useful for annotating or saving comments that I can use later without having to connect to the internet to use Asana. It would be most helpful if I use Asana via the mobile app to annotate, as if I use an external app I would have to manually sync everything and waste time in the process. So I hope that in a future update they can include using Asana or at least taking notes without necessarily having to be connected to the Internet. It would not be bad if Asana could integrate or adapt to small projects for small businesses, this would be very useful since this platform has a small learning curve which is difficult to adapt to being able to handle many complex functions that the interface brings. There are many options which the user must learn before being able to manage a project correctly, so this platform should adapt to different types of projects as well as being a workspace which would be easy for the end user to change, just You should click on a tool that allows you to select whether it is a small project or a large text that has several particular positives and many tools are required to carry out a complete project management. The integration of a button is missing that could undo an error made within this platform, for example, delete tasks by mistake or delete a person within a project. So any change that is made within this platform could have steps back indefinitely, as if it were a photo or text editing program. This would be very helpful since in case of making mistakes you can always recover the information without any problem and also you would not have to start from scratch when you accidentally delete an entire project. Some kind of backup would also be nice, which allows you to restore by versions all the movements made within Asana.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Asana Founded: 2008 United States www.asana.com	Company Information Calvi Systems Founded: 2007 Spain www.exxpertapps.com
Alternatives ClickUp	Alternatives Bitrix24
Planview AdaptiveWork Planview	Asana
Planfix	Go4Clients
monday AI work platform monday.com	HubSpot CRM HubSpot
Jira Atlassian View All	HubSpot Customer Platform HubSpot View All
Categories AI Project Management Supported Brand Management Supported Bug Tracking Supported Business Process Management Supported Campaign Management Supported Channel Management Supported Checklist Supported Digital Asset Management Supported Idea Management Supported Internal Communications Supported Issue Tracking Supported IT Project Management Supported Lead Generation Supported Marketing Automation Supported Marketing Calendar Supported Marketing Planning Supported Meeting Supported OKR Supported Product Management Supported Product Roadmap Supported Productivity Supported Project Management Supported Project Portfolio Management Supported Strategic Planning Supported Task Management Supported Time Tracking Supported Work Management Supported Workflow Management Supported Workforce Management Supported	Categories Billing and Invoicing Supported Campaign Management Supported Collaboration Supported Conference Supported CRM Supported Email Marketing Supported Event Management Supported Internal Communications Supported Knowledge Management Supported Landing Page Supported Meeting Supported Project Management Supported Sales Force Automation Supported Task Management Supported
Campaign Management Features Channel Management Supported Contact Database Supported Email Marketing Supported Event Triggered Actions Supported Lead Management Supported Multi-Campaign Supported Meeting Features Action Item Tracking Supported Agenda Management Supported Attendee Management Supported Board Meetings Supported Committee Meetings Supported Internal Meetings Supported Invitation Management Supported Legislative Meetings Supported Materials Management Supported Meeting Feedback Not Supported Meeting Preparation Tools Supported Meeting Room Booking Supported Minutes Management Supported Post-Meeting Tools Supported Scheduling Supported Travel Management Supported Voting Management Not Supported Project Management Features Agile Methodologies Supported Budget Management Supported Client Portal Supported Collaboration Tools Supported Cost-to-Completion Tracking Supported Customizable Templates Supported Gantt Charts Supported Idea Management Supported Kanban Board Supported Milestone Tracking Supported Portfolio Management Supported Resource Management Supported Time & Expense Tracking Supported Traditional Methodologies Supported Task Management Features Collaboration Supported Create Subtasks Supported Gamification Supported Gantt Charts Not Supported Mobile Access Supported Percent-Complete Tracking Supported Progress Tracking Supported Recurring Tasks Supported Reporting/Analytics Supported Spreadsheet View Supported Task Board View Supported Task Planning Supported Task Scheduling Supported Task Tracking Supported Time Tracking Supported To-Do List View Supported Show More Features Brand Management Features Approval Process Control Supported Artwork Management Supported Asset Management Supported Change Management Supported Fulfillment Distribution Supported Project Management Supported Bug Tracking Features Backlog Management Supported Filtering Supported Issue Tracking Supported Release Management Supported Task Management Supported Ticket Management Not Supported Workflow Management Supported Business Process Management Features Access Controls / Permissions Supported Alerts / Notifications Supported Business Process Automation Supported Business Rules Management Supported Collaboration Supported Process Change Tracking Supported Process Mapping Supported Process Modeling & Design Supported Visual Workflow Management Supported Channel Management Features Campaign Management Supported Channel Analytics Supported Incentive Management Supported Inventory Control Supported Lead Management Supported Opportunity Management Supported Order Management Supported Partner Management Supported Product Management Supported Reseller Management Supported Digital Asset Management Features Asset Categorization Supported Asset Library Supported Asset Sharing Supported Brand Control Supported Customizable Branding Supported File Conversion Supported Metadata Management Supported Mobile App Supported Reporting/Analytics Supported Search Within Document Supported Search/Filter Supported Version Control Supported Watermarking Not Supported Workflow Management Supported IT Project Management Features Bug Tracking Supported Issue Management Supported Milestone Tracking Supported Percent-Complete Tracking Supported Portfolio Management Supported Prioritization Supported Product Roadmapping Supported Requirements Management Supported Resource Management Supported Status Tracking Supported Supports Agile Supported Supports Scrum Supported Task Management Supported Testing / QA Management Supported Time & Expense Tracking Supported Idea Management Features Activity Dashboard Supported Brainstorming Supported Collaboration Supported Creator Tracking Supported Idea Ranking Supported Project Tracking Supported Status Tracking Supported Issue Tracking Features Assignment Management Supported Dashboard Supported Escalation Management Supported Issue Auditing Supported Issue Scheduling Supported Knowledge Base Supported Project Management Supported Recurring Issues Supported Scheduling Supported Task Management Supported Lead Generation Features Contact Discovery Not Supported Contact Import/Export Not Supported Lead Capture Supported Lead Database Integration Supported Lead Nurturing Supported Lead Scoring Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Not Supported Visitor Identification Not Supported Marketing Automation Features A/B Testing Supported Analytics / ROI Tracking Supported Artificial Intelligence Not Supported Content / Blogging Platform Not Supported Customizable CTAs Supported Drip Campaigns Supported Dynamic Content Supported Landing Pages / Web Forms Supported Lead Scoring Supported Sales Intelligence Supported Search Marketing Not Supported Segmentation Supported Social Marketing Not Supported Website Visitor Tracking Not Supported Marketing Planning Features Budgeting & Forecasting Supported Collaboration Supported Flowchart Supported Goal Setting / Tracking Supported Marketing Calendar Supported Media Planning Supported Predictive Analytics Supported Presentation Tools Supported Project Tracking Supported Spend Management Supported OKR Features Benchmarking Supported Feedback Management Supported Goal Management Supported KPIs Supported Prioritization Supported Progress Tracking Supported Strategic Planning Supported Product Management Features Collaboration Supported Feedback Collection Supported Idea Management Supported Milestone Tracking Supported Prioritization Supported Product Roadmapping Supported Release Management Supported Requirements Management Supported Resource Management Supported Workflow Management Supported Product Roadmap Features Collaboration Supported Content Import / Export Not Supported Diagramming Not Supported Drag & Drop Not Supported Feature Management Not Supported Milestone Tracking Supported Prioritization Supported Requirements Management Supported Workflow Management Supported Productivity Features Collaboration Supported Database Creation Supported Document Creation Supported File Sharing Supported Notes Management Supported Office Suite Not Supported Presentation Tools Supported Project Management Supported Task Management Supported Team Chat Supported Project Portfolio Management Features Budget Management Not Supported Collaboration Supported Dashboard Supported Issue Management Supported Milestone Tracking Supported Portfolio Management Supported Project Planning Supported Requirements Management Supported Resource Management Supported Status Tracking Supported Task Management Supported Time & Expense Tracking Supported Strategic Planning Features Budgeting & Forecasting Supported Dashboard Supported Goal Setting / Tracking Supported Idea Management Supported KPIs Supported Modeling & Simulation Not Supported Roadmapping Supported Scenario Planning Supported Scorecards Not Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported Workforce Management Features Budgeting & Forecasting Supported Contractor Management Supported Employee Lifecycle Management Not Supported Labor Projection Not Supported Performance Appraisal Not Supported Recruiting Management Supported Scheduling Not Supported Skills Tracking Supported Time & Attendance Not Supported Variable Workforce Not Supported	Campaign Management Features Channel Management Not Supported Contact Database Supported Email Marketing Supported Event Triggered Actions Supported Lead Management Supported Multi-Campaign Supported Internal Communications Features App Integration Not Supported Blogs Not Supported Chat/Messaging Supported Email Management Supported Employee Directory Supported Event Calendar Supported Newsletter Management Supported Photo Gallery Supported Social Sharing Not Supported Survey Management Supported Telephony Not Supported Video Chat Not Supported Voice Chat Not Supported Meeting Features Action Item Tracking Supported Agenda Management Supported Attendee Management Supported Board Meetings Supported Committee Meetings Supported Internal Meetings Supported Invitation Management Supported Legislative Meetings Not Supported Materials Management Supported Meeting Feedback Not Supported Meeting Preparation Tools Supported Meeting Room Booking Supported Minutes Management Supported Post-Meeting Tools Supported Scheduling Supported Travel Management Not Supported Voting Management Not Supported Project Management Features Agile Methodologies Not Supported Budget Management Supported Client Portal Not Supported Collaboration Tools Not Supported Cost-to-Completion Tracking Supported Customizable Templates Supported Gantt Charts Not Supported Idea Management Not Supported Kanban Board Not Supported Milestone Tracking Supported Portfolio Management Not Supported Resource Management Supported Time & Expense Tracking Supported Traditional Methodologies Not Supported Task Management Features Collaboration Not Supported Create Subtasks Supported Gamification Not Supported Gantt Charts Not Supported Mobile Access Supported Percent-Complete Tracking Supported Progress Tracking Not Supported Recurring Tasks Not Supported Reporting/Analytics Supported Spreadsheet View Not Supported Task Board View Supported Task Planning Not Supported Task Scheduling Not Supported Task Tracking Not Supported Time Tracking Not Supported To-Do List View Supported Show More Features Billing and Invoicing Features Billing Portal Supported Contact Database Supported Contingency Billing Not Supported Customer Portal Not Supported Customizable Invoices Supported Dunning Management Not Supported Hourly Billing Supported Invoice History Not Supported Mobile Payments Not Supported Multi-Currency Supported Online Invoicing Supported Online Payments Supported Payment Processing Not Supported Project Billing Not Supported Recurring/Subscription Billing Not Supported Service Ticket Billing Not Supported Tax Calculator Not Supported CRM Features Calendar/Reminder System Supported Call Logging Not Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Not Supported Segmentation Supported Social Media Integration Not Supported Task Management Supported Territory Management Not Supported Collaboration Features Brainstorming Not Supported Calendar Management Supported Chat / Messaging Not Supported Contact Management Supported Content Management Not Supported Document Management Supported Project Management Supported Real Time Editing Not Supported Task Management Supported Version Control Not Supported Video Conferencing Not Supported Conference Features Abstract Management Not Supported Attendee Management Supported Badge Management Supported Catering Management Not Supported Client Management Supported Registration Management Supported Social Promotion Not Supported Space / Room Setup Not Supported Speaker Management Supported Sponsorship Management Not Supported Surveys & Feedback Supported Ticketing Supported Email Marketing Features A/B Testing Not Supported Artificial Intelligence Not Supported Auto-Responders Supported CAN SPAM Compliance Supported Customer Surveys Supported Drip Campaigns Not Supported Dynamic Content Supported Event Triggered Email Supported Image Library Supported Landing Pages/Web Forms Supported Mailing List Management Supported Mobile Optimized Emails Not Supported Reporting/Analytics Supported Subscriber Management Not Supported Template Management Supported WYSIWYG Email Editor Supported Event Management Features Attendee Management Supported Badge Management Supported Conferences / Conventions Not Supported Exhibit / Vendor Management Not Supported Gamification Not Supported Room Block Management Not Supported Social Media Promotion Not Supported Sponsorship Management Not Supported Surveys & Feedback Supported Ticketing Supported Volunteer Management Not Supported Weddings / Parties Not Supported Knowledge Management Features Artificial Intelligence (AI) Not Supported Cataloging / Categorization Not Supported Collaboration Supported Content Management Not Supported Decision Tree Not Supported Discussion Boards Not Supported Full Text Search Not Supported Knowledge Base Management Not Supported Self Service Portal Not Supported Landing Page Features A/B Testing Not Supported Analytics Not Supported Drag & Drop Supported Form Creation Supported Real Time Editing Supported Responsive Supported SEO Management Not Supported Templates Supported Sales Force Automation Features Call Management Not Supported Campaign Management Supported Channel Management Not Supported Commission Management Not Supported Contact Management Supported Contract Management Supported Customer Database Supported Email Marketing Supported Field Sales Management Not Supported Lead Management Supported Opportunity Management Supported Performance Metrics Supported Proposal Generation Not Supported Referral Tracking Not Supported Sales Forecasting Supported Territory Management Not Supported
Integrations Agenthost Supported AnyBiz Supported Apploye Supported CloudApper iPaaS Supported HourStack Supported Indent Supported Leah Supported MESA Supported Mailbird Supported Meisterplan Supported Mesha Supported Omnifia Supported Parallax Supported Rayven Supported Sidekick Supported Snov.io Supported Sora Supported Textlocal Supported WizyChat Supported Youzer Supported Show More Integrations View All 936 Integrations	Integrations Agenthost Not Supported AnyBiz Not Supported Apploye Not Supported CloudApper iPaaS Not Supported HourStack Not Supported Indent Not Supported Leah Not Supported MESA Not Supported Mailbird Not Supported Meisterplan Not Supported Mesha Not Supported Omnifia Not Supported Parallax Not Supported Rayven Not Supported Sidekick Not Supported Snov.io Not Supported Sora Not Supported Textlocal Not Supported WizyChat Not Supported Youzer Not Supported Show More Integrations
Claim Asana and update features and information Claim Asana and update features and information	Claim ExxpertApps and update features and information Claim ExxpertApps and update features and information