FAQ

Frequently asked questions

Everything you need to know about ASAI CRM.

What is ASAI CRM?

ASAI CRM is an AI-powered CRM platform with two products. ASAI Campus is built for university career services teams. ASAI Engage is built for government agencies, nonprofits, and businesses that manage relationships and programs. Both share the same modern, secure foundation.

Who is ASAI CRM built for?

ASAI CRM serves four sectors: universities (career services, employer partnerships), government agencies (economic development, workforce programs), nonprofits (grant management, participant tracking, impact reporting), and businesses (client relationships, project management).

What is ASAI Campus?

ASAI Campus is our CRM for university career services teams. It helps you manage employer relationships, track job pipelines, and measure student placement outcomes — all in one purpose-built platform.

What is ASAI Engage?

ASAI Engage is our CRM for government agencies, nonprofits, and businesses. It includes interaction tracking, programs & grants management, impact dashboards, and an AI assistant. The interface automatically adapts its vocabulary to your sector — constituents for government, participants for nonprofits, clients for business.

What does the AI Assistant do?

The AI Assistant lets you ask natural language questions about your CRM data. Examples: "How many engagements did we have this month?", "What's our grant approval rate?", "Which contacts have overdue follow-ups?", "Summarize our relationship with a specific organization." It reads your real data and answers accurately.

Does ASAI CRM work with Claude?

Yes. ASAI CRM connects to Claude (Anthropic's AI assistant) as a secure connector, so you can ask Claude questions about your contacts, programs, projects, and applications directly from claude.ai or the Claude apps. The connection uses OAuth 2.1, respects your role and organization permissions, and is currently read-only. The Claude connector is included with the Pro plan, and Starter accounts can try it during the 30-day free trial. See asaicrm.com/claude for setup steps.

How does the free trial work?

Every new account starts with a 30-day free trial with full access. No credit card required. After 30 days, choose Starter ($49/month for 1 user) or Pro ($149/month for up to 5 users) to continue. If you don't add a payment method, your account becomes read-only but your data is preserved.

What is the Pro plan?

Pro includes up to 5 users, 1,000 contacts, 100 companies, all products (Campus + Engage), programs & grants management, team collaboration, the Claude connector, and priority support — for $149/month billed monthly. Cancel anytime.

Do external grant reviewers need paid seats?

No. External reviewer accounts are free and unlimited on every ASAI Engage plan and don't count toward your user limit. Reviewers get a restricted portal where they can only view applications assigned to them and submit scores, recommendations, and comments. They have no access to contacts, budgets, settings, or data exports.

What is the Enterprise plan?

Enterprise is a custom plan for large organizations that need unlimited users, unlimited records, multi-site support, SSO/Active Directory, custom integrations, SLA guarantees, and dedicated account management.

How does the sector-aware vocabulary work?

When you create an organization, you choose your sector: government, nonprofit, or private. The entire interface then adapts — contacts become "constituents" for government, "participants" for nonprofits, or "clients" for business. Interactions become "engagements," "touchpoints," or "activities." The data model is identical — only the labels change.

Can multiple departments or offices use ASAI CRM separately?

Yes — each department or office can have its own organization with completely isolated data. Or they can share one account with multiple modules enabled. Data is never mixed between organizations.

What about data security?

ASAI CRM uses row-level security (RLS) to ensure each organization can only see its own data. All data is encrypted in transit and at rest. The platform is built on enterprise-grade cloud infrastructure.

Can field labels be customized?

Yes — Pro and Enterprise plans support custom field labels. If your organization uses different terminology, labels can be updated organization-wide.

Is there a discount for nonprofits or government agencies?

Contact us — we offer discounted pricing for qualified nonprofits and government organizations.

How do I get started?

Click "Start Free" to create your organization in under a minute. No credit card required. You can also book a demo for a guided walkthrough.

Still have questions?

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