Don’t let leads fall through the cracks. Use Asana’s templates to standardize—and improve—how teams manage customer relationships.
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.
Give your customers the great experience they deserve by planning smoother post-sales handoffs with our template.
Make your sales deal process more efficient by improving accountability and collaboration with this template.
Customer Success teams looking for a lightweight way to track accounts and action items can try this template.
Sales teams looking for a lightweight way to track pipeline progress and action items on specific accounts can try this template.
Learn how creating a call log template can help you record and track important call information.