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.
Track sales pipeline in one place. When teams know the status of each lead, they can communicate appropriately with each key account.
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.
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.