Compare/Helm vs Asana

Helm vs Asana.

A polished, well-designed project management platform popular with cross-functional teams. Per-seat pricing, generic across industries.

Asana is a focused project and task management tool with excellent UX for generic teams. Helm is an AI work platform built specifically for service businesses: CRM, projects, time, billing, and AI agents on the same records. Pick Asana if you're running generic cross-functional work. Pick Helm if you're billing clients for services.

Last reviewed: April 18, 2026

At a glance

Quick facts.

Pricing, scope, and what you actually get on day one.

 HelmAsana
Pricing modelPer-workspacePer-user/month
Starting paid price$49/mo per workspace$10.99/user/mo (Starter)
Free tierNoYes (Personal)
Built forProfessional servicesCross-functional teams, generic
AI approachAutonomous agents that executeAsana Intelligence (assistive summaries and drafts)
Native billing / CRMBoth built inNo (integrations)
Feature comparison

What each platform does.

Capability-by-capability breakdown. We describe what's in the product, not what's on a roadmap slide.

FeatureHelmAsana
Pricing modelPer workspacePer user/month
Free tierNoYes (up to 10 seats)
CRM / accountsNativeNo (integrations like Salesforce, HubSpot)
Project managementKanban, list, calendarPolished PM with timeline + portfolios
Time trackingNative, rolls into invoicesAdvanced tier only, limited
Invoicing / Stripe paymentsNativeNo
Estimates / proposalsNativeNo
Rich documentsNative (TipTap)No (integrations)
Workflow automationNative + agents as workflow stepsRules (trigger-based)
Autonomous AI agentsPre-built roles that executeAsana Intelligence (assistive)
MCP / Claude Code nativeYesNo
External integrations300+ via Composio270+ native
White-label / client portalBusiness tierNo
Which one is right

Honest recommendation.

Both tools have real use cases. Here's when each one wins.

Pick Helm if

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  • Your work is client-billed. Your team is running projects someone is paying for by hour or deliverable.
  • You want CRM, projects, time, billing, and documents on the same record instead of wired together across 5 tools.
  • AI agents doing operational work (chasing invoices, posting standups) is more valuable than an AI summarizer.
  • Per-seat pricing is painful as the team grows or as AI helps smaller teams do more.

Pick Asana if

  • You want the best-in-class project UX for generic cross-functional work. Asana is still the polish leader.
  • Your team already has a CRM and accounting stack you love, and you only need best-in-class PM.
  • You need portfolio management, workload across projects, and advanced reporting that's mature at scale.
  • You're on a large organization where Asana's enterprise features (custom fields, rules, timelines) are essential.
Migrating from Asana

What to expect.

What moves cleanly, how to do it, and the places you'll want to plan ahead.

What migrates cleanly

Projects, tasks, subtasks, and custom field values import via CSV. Team members map to Helm users.

How to do it

Export each project as CSV from Asana. Import into Helm. Rebuild Rules as Helm Workflows; move portfolio-level views into Analytics or Operations Manager agent summaries.

Known caveats

Asana's portfolios and workload views don't have a direct 1:1 in Helm. Plan to replace those with Analytics views and scheduled agent reports. Dependencies and timeline view import in simplified form.

FAQ

Helm vs Asana.

The questions we hear most from teams evaluating both platforms.

Is Helm as polished as Asana for project management?

Asana is more polished on pure PM UX: timelines, portfolios, workload views. Helm trades some of that polish for integration breadth (CRM, invoicing, AI agents on the same records). If PM polish is your #1 criterion, Asana wins that narrow test.

Can I use Helm just for project management?

Yes. Every app is optional. Many teams start with just Projects and add CRM, Time Tracking, and Invoicing over time. The per-workspace price stays the same either way.

What about Asana portfolios?

Helm Analytics covers per-project profitability, utilization across projects, and workspace-wide trends. The literal "portfolio of projects" view pattern is less common because project data is already cross-linked with accounts, invoices, and time.

Is Asana Intelligence comparable to Helm agents?

No. Different products. Asana Intelligence generates summaries and suggestions on top of Asana data. Helm agents execute: they send emails, chase invoices, post standups, manage projects. Autonomous staff vs assistive copilot.

See Helm for yourself.

Per-workspace pricing. All 12 apps. AI agents that execute the work.