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Astra Engage

astraengage.com

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Spec score 9.1 #1 of 29 in Accounting Practice Management Software

What it is

Astra Engage is a business platform combining CRM, pipeline, proposals, projects, service desk, portals, and an AI workbench. Astra 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 connections among CRM accounts, projects, proposals, portals, and the product catalog. Security details include per-tenant AES-256-GCM encryption, daily automated backups, point-in-time recovery, and 90-day retention. The infrastructure is described as SOC 2 Type II audited, with HIPAA business associate agreements available alongside dedicated database silos. The site advertises a 14-day trial with full access and no credit card; extensions are available in five-day increments. Each plan includes three seats. Listed prices are $37 a year for Starter, $127 a year for Professional, and $208 a year for Enterprise; billed amounts are $449/year, $1,529/year, and $2,499/year respectively.

Spec sheet

Product
Astra Engage combines CRM, pipeline, proposals, projects, service desk, portals, and an AI workbench in one platform.Read 9 Oct 2026 · astraengage.com
Trial
The site advertises a 14-day trial with full platform access and no credit card, and says users can extend it in five-day increments.Read 9 Oct 2026 · astraengage.com
Integrations
The product pages describe links among CRM accounts, projects, proposals, portals, and the product catalog, including project visibility in client portals.Read 9 Oct 2026 · astraengage.com
Security
The security page states that data is protected with per-tenant AES-256-GCM encryption and that vault credentials are never stored in plaintext.Read 9 Oct 2026 · astraengage.com
Compliance
The maker says its infrastructure is SOC 2 Type II audited and that HIPAA business associate agreements are available with dedicated database silos.Read 15 Oct 2026 · astraengage.com
Support
Support is offered by email with a typical 24-hour response and by phone weekdays from 9 AM to 5 PM Central Time.Read 15 Oct 2026 · astraengage.com
Headquarters
The company lists a Texas office at 1908 Lone Star Rd., Suite B, Mansfield, Texas 76063.Read 15 Oct 2026 · astraengage.com
Company
Astra Engage is described as a MebuisWorks product and a Fassett United brand owned by Fassett Investments, Inc.Read 9 Oct 2026 · astraengage.com
AI
Astra AI researches leads and companies, helps scope work, and can turn signed proposals into project plans.Read 9 Oct 2026 · astraengage.com
AI content generation
The assistant drafts proposal text, scopes of work, meeting notes, activity summaries, project tasks and emails.Read 15 Oct 2026 · astraengage.com
AI project planning
Astra can design project plans from accepted proposals and suggest milestones, tasks, timelines and effort estimates.Read 15 Oct 2026 · astraengage.com
AI research
Astra AI researches accounts and contacts, creates company profiles and competitive intelligence, and summarizes accounts.Read 15 Oct 2026 · astraengage.com
API deletion limit
The public API intentionally exposes no DELETE operation according to the release notes.Read 15 Oct 2026 · astraengage.com
Backups
The security page describes daily automated backups, point-in-time recovery and 90-day retention.Read 15 Oct 2026 · astraengage.com
CRM
Accounts and Contacts are included in every plan, while Enterprise adds leads, opportunities, activities, forecasting and encrypted vaults.Read 15 Oct 2026 · astraengage.com
Customization
The platform supports custom fields, custom objects, navigation sets, record permissions, permission sets, groups and sharing.Read 15 Oct 2026 · astraengage.com
Data export
The support FAQ says users can export data from Settings in formats including CSV and JSON.Read 15 Oct 2026 · astraengage.com
Documentation
The documentation page links to getting-started guides, feature help, troubleshooting material and security/compliance documentation.Read 15 Oct 2026 · astraengage.com
Field-service limit
For field service, Astra Engage does not provide map-based routing or vehicle GPS; routing remains in a separate tool.Read 15 Oct 2026 · astraengage.com
Files
Files can be attached to accounts, contacts, opportunities, proposals, projects, cases and notes, then organized with folders, versioning and full-text search.Read 15 Oct 2026 · astraengage.com
Founder
The maker identifies George Fassett as founder, CEO and sole architect of Astra Engage.Read 15 Oct 2026 · astraengage.com
Independent company history
The founder's profile dates MebuisWorks activity from 2016 and identifies THUMBTECHS as a managed-IT company founded in 1995.Read 15 Oct 2026 · georgefassett.com
Independent company profile
George Fassett's public executive profile says AstraEngage was designed, coded and shipped solo without outside contractors or employees.Read 15 Oct 2026 · georgefassett.com
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.Read 15 Oct 2026 · georgefassett.com
Integrations framework
Release notes document an Integrations admin panel, CRUD enforcement, a smoke-test launcher and Slack signature verification.Read 15 Oct 2026 · astraengage.com
Maker ownership
Astra Engage is described as a MebuisWorks product in the Fassett United group owned by Fassett Investments, Inc.Read 15 Oct 2026 · astraengage.com
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.Read 15 Oct 2026 · linkedin.com
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.Read 15 Oct 2026 · linkedin.com
Observatory
Astra Observatory adds versioned runbooks, SOPs, configurable assets, credential vaults, bulk document import and cited answers from company records.Read 15 Oct 2026 · astraengage.com
Pipeline
The pipeline uses a unified Kanban for leads and opportunities, urgency scoring and two-tap activity logging.Read 15 Oct 2026 · astraengage.com
Portals
Client portals are branded, account-scoped workspaces showing selected projects, proposals, activities, reports and shared documents.Read 15 Oct 2026 · astraengage.com
Product scope
Astra Engage combines CRM, sales pipeline, proposals, projects, service desk, portals, files, lists, notes and an AI workbench in one cloud platform.Read 15 Oct 2026 · astraengage.com
Projects
Projects provide Kanban, table and Gantt views, milestones, dependencies, multi-assignee tasks, subtasks and time tracking.Read 15 Oct 2026 · astraengage.com
Proposals
Proposal tools support itemized and recurring charges, catalog price books, financial calculations, PDF generation and built-in signatures with audit trails.Read 15 Oct 2026 · astraengage.com
Release: August 21 2026
The August 21, 2026 release added Observatory documentation and assets, unified work links, bulk import classification and cited answers from tenant records.Read 15 Oct 2026 · astraengage.com
REST API
Enterprise includes REST API access; release notes describe tenant API keys, per-object read/write scopes, cursor pagination and a 200-request cap.Read 15 Oct 2026 · astraengage.com
Security encryption
Security documentation states that tenant data uses per-tenant AES-256-GCM encryption and vault credentials are not stored in plaintext.Read 15 Oct 2026 · astraengage.com
Service desk
The service desk handles cases with six-digit IDs, queues, auto-assignment, urgency decay timers, saved filters and resolution reporting.Read 15 Oct 2026 · astraengage.com
Who it serves
Astra Engage describes itself as built for small and mid-sized businesses, with industry pages for fields including MSPs, agencies, professional services, and manufacturing.Read 9 Oct 2026 · astraengage.com

Plans and prices

Service Desk add-on $60 a month $600/year annual option Requires Accounts and Contacts · case IDs · queue routing · urgency timers · multi-assignment · saved views and filters · reporting Read 15 Oct 2026 · astraengage.com
Starter $449 a year $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 Read 15 Oct 2026 · astraengage.com
Professional $1,529 a year $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 Read 15 Oct 2026 · astraengage.com
Enterprise $2,499 a year $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 Read 15 Oct 2026 · astraengage.com

Every Astra Engage plan and price →

Strong points and limits

Strong points

  • Basic CRM is included with every plan
  • Proposals include PDF generation and electronic signatures
  • Project tools include time tracking and task dependencies
  • 14-day full-access trial requires no credit card
  • Daily backups with 90-day retention

Limits

  • Each plan includes three seats
  • Starter’s listed price is $37 a year, billed $449/year
  • Full CRM features are not part of the basic CRM
  • Trial extensions are in five-day increments

Who it suits

Astra Engage describes itself as built for small and mid-sized businesses, with industry pages for MSPs, agencies, professional services, and manufacturing. It may suit teams that want CRM, proposals, project work, and client portals in one platform.

Verdict

Astra Engage brings sales, proposals, project tracking, and portals into a single platform, with AI-assisted work and detailed security provisions. Compare the listed plan features and billed amounts carefully, and confirm the trial terms that apply to your use.

Where Specifiction places it

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