Astra Engage
Astra Engage combines CRM, pipeline, proposals, projects, service desk, portals, and an AI workbench in one platform.
What Astra Engage is
Astra Engage combines CRM, pipeline, proposals, projects, service desk, portals, and an AI workbench in one platform. Its AI can research leads and companies, help scope work, and turn signed proposals into project plans. Proposals support itemized and recurring services, PDF generation, and electronic signatures with audit trails. Project tools include Gantt charts, Kanban boards, milestones, task dependencies, multiple assignees, and time tracking. Every plan includes basic CRM for accounts and contacts; the full CRM adds leads, opportunities, activities, and forecasting. Product pages describe links among CRM accounts, projects, proposals, portals, and the product catalog. The site advertises a 14-day trial with full platform access and no credit card, with extensions available in five-day increments. Plans list three included seats each. Starter is $37 a year and is billed at $449/year; Professional is $127 a year and billed at $1,529/year; Enterprise is $208 a year and billed at $2,499/year. Astra Engage describes itself as built for small and mid-sized businesses, with industry pages including MSPs, agencies, professional services, and manufacturing.
Good
- Combines CRM, proposals, projects, and portals.
- Projects include Gantt and Kanban views.
- Proposals support electronic signatures with audit trails.
- Advertises a 14-day trial without a credit card.
Watch out
- No free plan is listed.
- Each plan includes three seats.
- Starter is billed at $449/year.
- Enterprise is billed at $2,499/year.
Who it suits
Astra Engage suits small and mid-sized businesses that want CRM, proposals, project management, and client portals in one platform. Its described industries include MSPs, agencies, professional services, and manufacturing.
Verdict
Astra Engage brings several business workflows into one platform, with plan-dependent features and three seats included in each listed plan. The advertised trial offers full access for 14 days without a credit card.
Plans and prices
From Astra Engage's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Service Desk add-on | $60 a month | Requires Accounts and Contacts · case IDs · queue routing · urgency timers · multi-assignment · saved views and filters · reporting · $600/year annual option |
| Starter | $449 a year | Unlimited task lists and boards · rich-text notes · basic CRM accounts and contacts · templates · mobile-friendly parity · email support · $449/year billed annually; $45/mo monthly option; 3 seats included |
| Professional | $1,529 a year | Starter features · proposals with e-signatures · projects with milestones and Gantt charts · 1 portal license · Astra AI Chat · reporting and analytics · priority support · $1,529/year billed annually; $153/mo monthly option; 3 seats included |
| Enterprise | $2,499 a year | Full CRM · 2 portal licenses · 1 Service Desk license · 1 Observatory license · Astra Project Designer · research and account insights · forecasting · encrypted vaults · REST API · white-glove onboarding · $2,499/year billed annually; $250/mo monthly option; 3 seats included |
The facts
Each one read from Astra Engage's own pages, with the date it was checked.
What it does
- AI
- Astra AI researches leads and companies, helps scope work, and can turn signed proposals into project plans.checked 9 Oct 2026
- AI content generation
- The assistant drafts proposal text, scopes of work, meeting notes, activity summaries, project tasks and emails.checked 15 Oct 2026
- AI research
- Astra AI researches accounts and contacts, creates company profiles and competitive intelligence, and summarizes accounts.checked 15 Oct 2026
- API deletion limit
- The public API intentionally exposes no DELETE operation according to the release notes.checked 15 Oct 2026
- Backups
- The security page describes daily automated backups, point-in-time recovery and 90-day retention.checked 15 Oct 2026
- Compliance
- The maker says its infrastructure is SOC 2 Type II audited and that HIPAA business associate agreements are available with dedicated database silos.checked 15 Oct 2026
- CRM
- Accounts and Contacts are included in every plan, while Enterprise adds leads, opportunities, activities, forecasting and encrypted vaults.checked 15 Oct 2026
- Customization
- The platform supports custom fields, custom objects, navigation sets, record permissions, permission sets, groups and sharing.checked 15 Oct 2026
- Data export
- The support FAQ says users can export data from Settings in formats including CSV and JSON.checked 15 Oct 2026
- Documentation
- The documentation page links to getting-started guides, feature help, troubleshooting material and security/compliance documentation.checked 15 Oct 2026
- Field-service limit
- For field service, Astra Engage does not provide map-based routing or vehicle GPS; routing remains in a separate tool.checked 15 Oct 2026
- Files
- Files can be attached to accounts, contacts, opportunities, proposals, projects, cases and notes, then organized with folders, versioning and full-text search.checked 15 Oct 2026
- Founder
- The maker identifies George Fassett as founder, CEO and sole architect of Astra Engage.checked 15 Oct 2026
- Independent module count
- The founder's profile describes AstraEngage as an AI-native operating system with more than ten modules, including CRM, proposals, projects, portals, service and files.checked 15 Oct 2026
- Integrations
- The product pages describe links among CRM accounts, projects, proposals, portals, and the product catalog, including project visibility in client portals.checked 9 Oct 2026
- Integrations framework
- Release notes document an Integrations admin panel, CRUD enforcement, a smoke-test launcher and Slack signature verification.checked 15 Oct 2026
- News: May 29 2026
- A LinkedIn post dated May 29, 2026 announced License Model v2 with bundles, pools, portal seats and per-line subscription pricing.checked 15 Oct 2026
- News: May 29 2026 capabilities
- The same announcement described lists, notes, pipeline, PDF proposals, e-signatures, projects, cases, tickets, portals and AI-driven natural-language actions.checked 15 Oct 2026
Money
- AI project planning
- Astra can design project plans from accepted proposals and suggest milestones, tasks, timelines and effort estimates.checked 15 Oct 2026
The company
- Company
- Astra Engage is described as a MebuisWorks product and a Fassett United brand owned by Fassett Investments, Inc.checked 9 Oct 2026
- Headquarters
- The company lists a Texas office at 1908 Lone Star Rd., Suite B, Mansfield, Texas 76063.checked 15 Oct 2026
- Independent company history
- The founder's profile dates MebuisWorks activity from 2016 and identifies THUMBTECHS as a managed-IT company founded in 1995.checked 15 Oct 2026
- Independent company profile
- George Fassett's public executive profile says AstraEngage was designed, coded and shipped solo without outside contractors or employees.checked 15 Oct 2026
- Maker ownership
- Astra Engage is described as a MebuisWorks product in the Fassett United group owned by Fassett Investments, Inc.checked 15 Oct 2026
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