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Side-by-side comparison · Productivity & Notes

Asana vs Fathom vs Heidi

Everything that matters when choosing between them, in one place: our rating, what each can do, what they cost, and the trade-offs.

Asana

4.0

From $10.99/user/mo

Fathom

4.2

From $20/mo

Heidi

4.2

Free to start

Comparing 3 tools, the maximum.

At a glance

Pick it if: Teams of 5 to a few hundred who need clear ownership and deadlines across projects and departments.

Best value

Pick it if: Sales and customer-facing teams who want every call recorded and summarised without paying per seat to start.

Pick it if: GPs, specialists, psychologists and allied health practitioners who spend their evenings writing up notes.

Overview

AttributeAsanaFathomHeidi
In one lineProject and task management with AI teammates that move work forward.Records your video calls and sends you a summary, action items and transcript.AI medical scribe that listens to a consult and writes the notes and letters.
Pricing modelFreemiumFreemiumFreemium
Starting price$10.99/user/mo$20/moFree
Free plan Yes Yes Yes
Works with Claude Code Yes Yes No

Rating breakdown

Our scores out of 5. The higher bar in each row is highlighted.

AttributeAsanaFathomHeidi
Overall rating4.04.24.2
Ease of useHow quickly someone non-technical gets value from it.
4.5
4.5
4.5
FeaturesHow completely it covers its own job, and how well the pieces fit together.
4.5
4.5
4.5
Output qualityHow good the results are before you fix them.
4.0
3.5
4.0
Value for moneyWhat you get for the price, including the free plan.
3.0
4.5
4.0
Speed & reliabilityHow fast it is and how often it falls over.
4.0
4.0
4.0

Feature comparison

A tick means it does this today. A dash means we haven't checked.

AttributeAsanaFathomHeidi
Access & platform
Free plan Yes Yes Yes
Mobile app Yes– Yes
Desktop app Yes Yes Yes
Browser extension Yes– Yes
API access Yes Yes–
Teams & business
Team workspace Yes Yes Yes
Enterprise plan or SSO Yes Yes Yes
Connects to other apps Yes Yes Yes
Open source or self-hosted No No No
AI abilities
Works with your files Yes No Yes
Understands images– No–
Makes images No No No
Makes video No No No
Writes code– No No
Runs agents or automations Yes No–
Learns your brand or style– No Yes
Works in many languages Yes Yes Yes
Capabilities score11/ 177/ 1710/ 17

Pricing

Plans as listed on each vendor's site when we last checked. Confirm before you buy.

AttributeAsanaFathomHeidi
Plans

Personal

Free

One or two people organising their own tasks.

FreeOur pick

Free

Anyone who wants every call recorded without paying.

Free

Free

A single clinician trying it on real consults.

StarterOur pick

$10.99/user/mo billed yearly ($13.49 monthly)

Small teams that need timelines and basic automation.

Premium

$20/mo, or $16/mo billed yearly

One person who wants the fuller summaries every time.

ClinicianOur pick

See website (14-day free trial)

A clinician who uses it every day.

Advanced

$24.99/user/mo billed yearly ($30.49 monthly)

Teams managing many projects and goals.

Team

$19/user/mo, or $15/user/mo billed yearly

Small teams sharing calls with each other.

Practice

Custom

Clinics with several practitioners.

Enterprise

Custom

Large organisations with security needs.

Business

$34/user/mo, or $25/user/mo billed yearly

Sales teams living in a CRM.

Enterprise

Custom

Health services and large groups.

Enterprise

Custom

Larger organisations needing SSO and rollout help.

Which plan to pickStarter covers most small teams and is noticeably cheaper paid yearly. Move to Advanced if you manage a portfolio of projects or need workload views. Budget extra if you plan to lean on AI agents, since requests past the included limit are charged per use.Most people should simply use Free; it covers more than the paid tiers of its rivals. Only move to Team or Business when several people need to search each other's calls or you want notes landing in HubSpot or Salesforce without lifting a finger.Start on Free for a couple of weeks of real consults. If it saves you time every day, trial the Clinician plan; if you need notes to flow into your practice software or want one bill for the clinic, ask about Practice.

Key features

AttributeAsanaFathomHeidi
Standout features
  • Projects in any view
  • AI Teammates
  • AI Studio
  • Forms and intake
  • Goals and reporting
  • Integrations
  • Unlimited free recording
  • Summaries and action items
  • Clips and playlists
  • Ask Fathom
  • CRM sync
  • Claude connection
  • Ambient scribe
  • Templates
  • Letters and documents
  • Ask Heidi
  • Dictation
  • Practice controls

Pros and cons

AttributeAsanaFathomHeidi
Pros
  • Clean, easy interface that teams actually keep using
  • Strong views for different roles: list, board, timeline, calendar
  • AI agents work inside your real projects, not a separate chat
  • Large integration library, API and MCP server
  • Unlimited free recordings and transcripts, no catch
  • Video means you can replay and clip moments, not just read about them
  • Summaries arrive almost instantly after the call
  • CRM sync is the real thing for sales teams
  • Official Claude connection
  • Real free plan that a clinician can use day to day
  • Notes follow your own templates, not a generic format
  • Letters and summaries come from the same session
  • Works on phone, desktop and in the browser
  • Built for Australian, UK and US clinical settings
Cons
  • Free plan cut to 2 users and missing key views and automations
  • Price per user adds up quickly for bigger teams
  • AI usage is capped and extra AI requests cost more on top
  • Reporting and advanced features locked to higher tiers
  • A recording bot joins most calls and some clients find it off-putting
  • Built for video calls; in-person meetings are not its strength
  • The fuller AI summaries are capped unless you pay
  • Pricing tiers are confusing, with Premium costing more than Team
  • Every note needs checking: users report missed details and occasional invented content
  • Paid prices are no longer published, and third-party reports suggest they have risen
  • EHR sync and organisation-wide privacy agreements only come on Practice and Enterprise
  • Recent reviews mention slower support and template bugs as the company has grown

Who each one is for

AttributeAsanaFathomHeidi
Best for
  • Tracking projects across a team
  • Marketing and campaign calendars
  • Handling incoming work requests
  • Status reporting to managers
  • Cross-department projects
  • Recording sales and client calls
  • Sharing call clips with the team
  • Pushing notes into a CRM
  • Free unlimited transcripts
  • Writing up consult notes
  • Drafting referral and specialist letters
  • Solo clinicians and small practices
  • Allied health and GP templates
You'll find it used by
  • Marketing teams
  • Operations managers
  • Agencies
  • Project managers
  • Growing businesses
  • Sales teams
  • Customer success
  • Agencies
  • Coaches
  • GPs
  • Specialists
  • Psychologists
  • Physios and allied health
  • Medical practices

Questions people ask

Which is better, Asana, Fathom or Heidi?

They tie on our overall rating (Asana 4.0/5, Fathom 4.2/5 and Heidi 4.2/5). Asana is best for tracking projects across a team and marketing and campaign calendars. Fathom is best for recording sales and client calls and sharing call clips with the team. Heidi is best for writing up consult notes and drafting referral and specialist letters.

Which is cheaper, Asana, Fathom or Heidi?

Asana: There's a free plan, and paid plans start at $10.99/user/mo. Fathom: There's a free plan, and paid plans start at $20/mo. Heidi: It's free to use.

How we compare

Ratings are our own, from using each tool, across ease of use, features, output quality, value for money, speed & reliability.

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