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Astra Engage
The company lists a Texas office at 1908 Lone Star Rd., Suite B, Mansfield, Texas 76063.
What it is
Astra Engage brings CRM, proposals, projects, service desk, client portals, and an AI workbench into one business platform. Astra AI can research leads and companies, help scope work, and turn signed proposals into project plans. Proposal tools include itemized and recurring services, PDF creation, and electronic signatures with audit trails. Project teams can use 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. The 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. Starter is $37 a year, billed $449/year; Professional is $127 a year, billed $1,529/year; Enterprise is $208 a year, billed $2,499/year. Each plan lists three included seats. Astra Engage describes its audience as small and mid-sized businesses, including MSPs, agencies, professional services, and manufacturing.
For and against
For
- AI can help scope work and plan projects
- Proposals support recurring services and e-signatures
- Project tools include Gantt and Kanban views
- Basic CRM is included with every plan
- 14-day trial offers full platform access
Against
- No free plan is listed
- Starter is $37 a year, billed $449/year
- Each plan includes only three seats
The verdict
Astra Engage brings customer records, proposals, and project management together, with an AI workbench and client portals also in the mix. The trial offers full platform access, while the listed plans are paid and include three seats each.
Who it suits
Astra Engage suits small and mid-sized businesses looking to connect customer records with proposals and project work. Its listed industry pages include MSPs, agencies, professional services, and manufacturing.
Plans and prices
Service Desk add-on
Requires Accounts and Contacts · case IDs · queue routing · urgency timers
Read 15 Oct 2026 · astraengage.com
Starter
Unlimited task lists and boards · rich-text notes · basic CRM accounts and contacts · templates
Read 15 Oct 2026 · astraengage.com
Professional
Starter features · proposals with e-signatures · projects with milestones and Gantt charts · 1 portal license
Read 15 Oct 2026 · astraengage.com
Enterprise
Full CRM · 2 portal licenses · 1 Service Desk license · 1 Observatory license
Read 15 Oct 2026 · astraengage.com
On the record
- AI
- Astra AI researches leads and companies, helps scope work, and can turn signed proposals into project plans.astraengage.com · read 9 Oct 2026
- AI content generation
- The assistant drafts proposal text, scopes of work, meeting notes, activity summaries, project tasks and emails.astraengage.com · read 15 Oct 2026
- AI project planning
- Astra can design project plans from accepted proposals and suggest milestones, tasks, timelines and effort estimates.astraengage.com · read 15 Oct 2026
- AI research
- Astra AI researches accounts and contacts, creates company profiles and competitive intelligence, and summarizes accounts.astraengage.com · read 15 Oct 2026
- API deletion limit
- The public API intentionally exposes no DELETE operation according to the release notes.astraengage.com · read 15 Oct 2026
- Backups
- The security page describes daily automated backups, point-in-time recovery and 90-day retention.astraengage.com · read 15 Oct 2026
- Company
- Astra Engage is described as a MebuisWorks product and a Fassett United brand owned by Fassett Investments, Inc.astraengage.com · read 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 · read 15 Oct 2026
- CRM
- Accounts and Contacts are included in every plan, while Enterprise adds leads, opportunities, activities, forecasting and encrypted vaults.astraengage.com · read 15 Oct 2026
- Customization
- The platform supports custom fields, custom objects, navigation sets, record permissions, permission sets, groups and sharing.astraengage.com · read 15 Oct 2026
- Data export
- The support FAQ says users can export data from Settings in formats including CSV and JSON.astraengage.com · read 15 Oct 2026
- Documentation
- The documentation page links to getting-started guides, feature help, troubleshooting material and security/compliance documentation.astraengage.com · read 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 · read 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 · read 15 Oct 2026
- Founder
- The maker identifies George Fassett as founder, CEO and sole architect of Astra Engage.astraengage.com · read 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 · read 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 · read 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 · read 15 Oct 2026
