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Astra Engage
What Astra Engage is
Astra Engage brings customer and operations tools together for small and mid-sized businesses. Its platform includes CRM, pipeline management, proposals, projects, a service desk, client portals, and an AI workbench. Astra AI can research leads and companies, help scope work, and convert signed proposals into project plans. Every plan includes a basic CRM for accounts and contacts; the full CRM adds leads, opportunities, activities, and forecasting.
The proposal tools handle itemized and recurring services, create PDFs, and include electronic signatures with audit trails. Project features include Gantt charts, Kanban boards, milestones, task dependencies, multiple assignees, and time tracking. Product pages describe links among accounts, proposals, projects, portals, and the product catalog, including project visibility in client portals. The platform is available on web, Android, and iOS, with API access. Security features include per-tenant AES-256-GCM encryption, daily backups, point-in-time recovery, and 90-day retention. Astra Engage says its infrastructure is SOC 2 Type II audited; HIPAA business associate agreements are available with dedicated database silos. Email and phone support are offered, with weekday phone hours.
Who it suits
Astra Engage suits small and mid-sized businesses that want CRM, proposals, project management, and client portals in one platform. Its industry pages include MSPs, agencies, professional services, and manufacturing.
What it does well
- Basic accounts and contacts CRM is included with every plan.
- Proposals support recurring services, PDFs, and auditable electronic signatures.
- Projects include Gantt charts, Kanban boards, dependencies, and time tracking.
- Client portals can show project information.
- Daily backups include point-in-time recovery and 90-day retention.
What to know first
- The free plan is unavailable; the advertised trial lasts 14 days.
- Each plan includes three seats; additional seats can be added.
- Full CRM capabilities are separate from the basic CRM included with every plan.
Limits
The trial provides full platform access for 14 days, with extensions available in five-day increments. Each paid plan includes three seats; more can be added. Starter includes basic CRM, while leads, opportunities, activities, and forecasting are part of the full CRM.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Professional | $1,529/year billed annually; $153/mo monthly option; 3 seats included · 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 a year |
| Enterprise | $2,499/year billed annually; $250/mo monthly option; 3 seats included · 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 a year |
| Starter | $449/year billed annually; $45/mo monthly option; 3 seats included · Unlimited task lists and boards · rich-text notes · basic CRM accounts and contacts · templates · mobile-friendly parity · email support | $449 a year |
| Service Desk add-on | $600/year annual option · Requires Accounts and Contacts · case IDs · queue routing · urgency timers · multi-assignment · saved views and filters · reporting | $60 a month |
As astraengage.com lists them, read 15 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the Astra Engage website.
- Choose a plan or start the advertised 14-day trial, which requires no credit card.
- Use the web app or access it on Android or iOS.
- Add seats if you need more than the three included with your plan.
Verdict
Choose Astra Engage if your business needs proposals, projects, CRM, and client portals connected in one platform. Professional adds proposals and projects, while Enterprise includes REST API access and service desk and portal licenses. Look elsewhere if you need a free plan.
Questions
Is there a free plan?
No. Astra Engage offers a 14-day trial with full platform access and no credit card; the site says it can be extended in five-day increments.
What does Astra Engage cost?
Starter is $37 a year (billed $449/year), Professional is $127 a year (billed $1,529/year), and Enterprise is $208 a year (billed $2,499/year).
Which platforms does it support?
Astra Engage is available on web, Android, and iOS, and it lists API access.
What is included in the CRM?
Every plan includes accounts and contacts. The full CRM adds leads, opportunities, activities, and forecasting.
Who makes Astra Engage?
Astra Engage is described as a MebuisWorks product and a Fassett United brand owned by Fassett Investments, Inc.
What support is available?
Support is available by email and phone. Email replies typically arrive within 24 hours, and phone support runs weekdays from 9 AM to 5 PM CST.
Facts from Astra Engage's own pages
- AI
- Astra AI researches leads and companies, helps scope work, and can turn signed proposals into project plans. · astraengage.com, 9 Oct 2026
- AI content generation
- The assistant drafts proposal text, scopes of work, meeting notes, activity summaries, project tasks and emails. · astraengage.com, 15 Oct 2026
- AI project planning
- Astra can design project plans from accepted proposals and suggest milestones, tasks, timelines and effort estimates. · astraengage.com, 15 Oct 2026
- AI research
- Astra AI researches accounts and contacts, creates company profiles and competitive intelligence, and summarizes accounts. · astraengage.com, 15 Oct 2026
- API deletion limit
- The public API intentionally exposes no DELETE operation according to the release notes. · astraengage.com, 15 Oct 2026
- Backups
- The security page describes daily automated backups, point-in-time recovery and 90-day retention. · astraengage.com, 15 Oct 2026
- Company
- Astra Engage is described as a MebuisWorks product and a Fassett United brand owned by Fassett Investments, Inc. · astraengage.com, 9 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. · astraengage.com, 15 Oct 2026
- CRM
- Accounts and Contacts are included in every plan, while Enterprise adds leads, opportunities, activities, forecasting and encrypted vaults. · astraengage.com, 15 Oct 2026
- Customization
- The platform supports custom fields, custom objects, navigation sets, record permissions, permission sets, groups and sharing. · astraengage.com, 15 Oct 2026
- Data export
- The support FAQ says users can export data from Settings in formats including CSV and JSON. · astraengage.com, 15 Oct 2026
- Documentation
- The documentation page links to getting-started guides, feature help, troubleshooting material and security/compliance documentation. · astraengage.com, 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. · astraengage.com, 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. · astraengage.com, 15 Oct 2026
- Founder
- The maker identifies George Fassett as founder, CEO and sole architect of Astra Engage. · astraengage.com, 15 Oct 2026
- Headquarters
- The company lists a Texas office at 1908 Lone Star Rd., Suite B, Mansfield, Texas 76063. · astraengage.com, 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. · georgefassett.com, 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. · georgefassett.com, 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. · georgefassett.com, 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. · astraengage.com, 9 Oct 2026
- Integrations framework
- Release notes document an Integrations admin panel, CRUD enforcement, a smoke-test launcher and Slack signature verification. · astraengage.com, 15 Oct 2026
- Maker ownership
- Astra Engage is described as a MebuisWorks product in the Fassett United group owned by Fassett Investments, Inc. · astraengage.com, 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. · linkedin.com, 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. · linkedin.com, 15 Oct 2026