Account tracking template

Customer Success teams looking for a lightweight way to track accounts and action items can try this template.

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[Product ui] Account tracking template in Asana, spreadsheet-style project view (List)

Managing your accounts effectively isn't only about growing them, but also maintaining the opportunities that already exist. Our template provides an easy way to keep track of account data, notes, and action items to keep everything moving forward—all in one place. With lots of different views, you can home in on timelines, top accounts, or at-risk opportunities. Asana is flexible enough for customer success teams of all sizes to help build and grown their accounts.

Tips for managing your accounts with our template

  • See your accounts in different views. Our template can be viewed as a board, timeline, calendar, or list that you can filter by stage, priority, type, account owner, and beyond.

  • Track follow-ups and notes with tasks. Traditional CRMs can make it hard to track action items with the rest of your work. Instead, you can store notes and track follow-ups all in Asana.

  • Improve cross-functional collaboration. Sometimes it takes a village to grow accounts. Make cross-functional collaboration easier by other teammates you partner with to your accounts project.

Better planning, better relationships

Every customer detail matters. Track and manage them all with a free trial of Asana Premium.

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