Don’t let leads fall through the cracks. Use Asana’s templates to standardize—and improve—how teams manage customer relationships.
Unggulan
When it comes to customer relationship management, consistency is key. Templates help teams follow predefined processes for each step in the sales funnel—from initial contact to post-sales handoffs.
![[Templat] Pipeline Penjualan (Gambar kartu)](https://assets.asana.biz/transform/387f7b65-031c-4b14-a9bf-02261d8f8029/TG23-web-thumbnail-021-call-log-static-2x?io=transform:fill,width:2560&format=webp)
![[Templat] CRM Sederhana (Gambar kartu)](https://assets.asana.biz/transform/680c5921-a7f6-4b0f-855e-89ceb6657207/uses-project-management-product-ui-list-accounts-en-1x?io=transform:fill,width:2560&format=webp)
![[Templat] Serah Terima Pasca-Penjualan (Gambar kartu)](https://assets.asana.biz/transform/f9fa4005-1bcf-43d0-b78a-55f8f84c3569/TG23-web-thumbnail-026-kickoff-meeting-static-2x?io=transform:fill,width:2560&format=webp)
We want to go deep with our clients while maintaining a unified, consistent approach. Asana helps us do that. We connect it to Zendesk, Zoom, Slack, and our own platform, making Asana the source of truth we can count on to get stuff done and bring us together across teams."
Be consistent with customers
Track sales pipeline in one place. When teams know the status of each lead, they can communicate appropriately with each key account.
Centralize CRM information in one place
Keep track of conversations, even when they happen on different tools. With 200+ app integrations, you can build customized workflows that capture sales updates, customer data, and more.
Salesforce
Hubspot
Zendesk
Gmail
Outlook
Zoom
Slack
Google Workspace
Standardize your CRM strategy
Make sure customers get what they need at each stage of the sales funnel. See how Asana’s templates can help your team establish a consistent, unified CRM process.
![[Templat] Implementasi untuk Pelanggan (Gambar Kartu)](https://assets.asana.biz/transform/cfd847a5-e5cd-4323-bf07-40f7c1785619/article-business-strategy-organizational-change-2x?io=transform:fill,width:2560&format=webp)