# Sales Management Software for Teams > Asana’s solution helps sales and account management teams build, scale, and streamline processes to close deals and onboard new customers faster. Source: https://asana.com/teams/sales SALES AND ACCOUNT MANAGEMENT TEAMS #### Supercharge your sales strategy Easily collaborate with client-facing teams and maximize your sales momentum with Asana. - [View demo](/demo/main) - [Get started](/create-account) #### Trusted by more than a million teams #### Why Asana? Increase in speed to execute business processes #### 54% More projects delivered on time #### 57% higher client/customer satisfaction #### 14% #### Set goals that matter Connect individual sales goals to high-level objectives, like total pipeline generation, win rates, and revenue. And if your priorities change, seamlessly shift targets to match. - [Set and achieve goals](/product/goals) #### Keep initiatives on track Monitor the status of sales goals, track targets, and get real-time insights, all in one place. - [Track key insights](/product/reporting) #### Improve sales productivity Automate repetitive tasks like sales handoffs, so work moves seamlessly from one team to another—and your team never misses a beat. - [Build your workflow](/product/workflow-builder) #### Build and grow pipeline Use custom fields and multiple views to keep track of important pipeline information like the assigned account executive, deal size and status, and estimated close date. - [Track pipeline progress](/templates/sales-pipeline) #### Connect tools in one platform Collaborate with distributed teams and centralize information using integrations like Salesforce, Google Workspace, and Microsoft Outlook. - [Connect your favorite tools](/apps) #### Speed up time to “closed won” Build relationships—and revenue Monitor the real-time health of accounts, track and respond to client feedback, and coordinate activities across client-facing teams, so you can expand once you land. #### Sales training made easy #### Standardize your onboarding processes Shorten the ramp-up time for sales reps by automating the new hire process and standardizing performance tracking materials. #### Deliver impactful training Set your sales team up for success from the start with useful tools and training programs—all in a single platform. #### Manage sales enablement Link training tools, send guidance, keep sales teams aligned when priorities shift. 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. The way we use Asana is intended to give everyone the same visibility into every partner. If we sign a company and a year down the road there’s a problem, the furniture buyer can go into Asana and see the history of that partnership. They can see the date they signed, when they went live, their sales contracts, any discussions. When the buyers go to those markets, they have a single source of truth in Asana. With Asana, we know at any time where things stand with each client so we can mitigate issues proactively. This has helped us extend the lifetime value of our customers, which delivers significant incremental value to us. #### Your favorite sales tools in one place Sales teams need multiple tools to track leads, manage accounts, build relationships, and deliver customer support. Asana integrates with 260+ integrations to help you see all of your work in one place. - [Explore all apps](/apps) #### Zendesk Resolve tickets faster and improve cross-functional collaboration with Zendesk for Asana. - [See integration](/apps/zendesk) #### Pipedrive The Pipedrive-Asana automatically creates an Asana task or project when you start, close, or move a deal to a selected stage in your sales pipeline. - [See integration](/apps/pipedrive) #### Hubspot Create Asana tasks automatically using HubSpot Workflows. Use customer data in HubSpot CRM to seamlessly hand off work between teams. - [See integration](/apps/hubspot) #### Slack Turn ideas, work requests, and action items from Slack into trackable tasks and comments in Asana. - [See integration](/apps/slack) #### Salesforce Your favorite work management and CRM tools, together at last. Drive seamless collaboration throughout the sales cycle to deliver amazing customer experiences. - [See integration](/apps/salesforce) #### Tableau Give everyone access to campaign insights. Unlock your team’s work data to make smarter marketing decisions. - [See integration](/apps/tableau) #### Zoom Make meetings actionable with tasks, action items, and searchable transcripts in Asana. - [See integration](/apps/zoom) #### Microsoft Teams Connect your team’s conversations to actionable items in Asana. - [See integration](/apps/microsoft) #### Recognized as a leader by top analyst firms A Leader in The Forrester Wave: Collaborative Work Management Tools 2025 Report - [Get the Report](/resources/forrester-wave-collaborative-work-management-2025 ) A Leader in the 2025 Gartner Magic Quadrant for Collaborative Work Management three years in a row - [Learn more](/inside-asana/leader-in-2025-gartner-magic-quadrant-collaborative-work-management-report ) A leader in Work Management and OKR Software with more than 12,000 user reviews - [Read user reviews](https://www.g2.com/products/asana/reviews) - [Use template](/templates/stride-client-account-management) #### Stride client account management template Track, maintain, and improve customer relationships with a single system of record for all client-related tasks. - [Use template](/templates/sales-pipeline ) #### Sales pipeline template Track action items, monitor pipeline progress, and keep opportunities moving forward. - [Use template](/templates/sales-plan ) #### Sales plan template Expedite the sales planning process by tracking your team’s success metrics, key deadlines, end goals. - [Use template](/templates/post-sales-handoff) #### Post-sales handoff template Create a seamless post-sales handoff experience. Automate work, create transparency, and map out clear responsibilities. #### Featured templates #### Frequently asked questions #### Frequently asked questions #### Can I get started with Asana for free? [Try Asana](https://asana.com/create-account) for free, no credit card required. Get started with a free Business trial, then follow the on-screen instructions to log in. #### What Asana features are most useful for sales teams? Asana’s features are designed to simplify and streamline your sales processes, so the sales team can effortlessly manage client accounts and hit goals. These features make it easy:  - [Goals](https://asana.com/product/goals) allow your team to see how their individual work connects to high-level organizational goals, such as pipeline growth and ARR. - [Custom fields](https://asana.com/guide/help/premium/custom-fields) let you filter and organize accounts by important details, such as account size, industry, or location. You can also use custom fields to track accounts as they move through the sales process, by assigning them to stages like “new lead,” “contacted lead,” “opportunity,” “unresponsive,” and more.   - [Forms](https://asana.com/product/forms) help you capture and keep track of lead information from prospects and existing customers.  - [Integrations](https://asana.com/apps) bring all your favorite tools—like Salesforce, Zendesk, HubSpot, and more—into one central system of work. #### How can I get started quickly using Asana for my sales processes? The easiest way to get started using Asana for your sales functions is to use one of our pre-made sales templates, like our [sales plan](https://asana.com/templates/sales-plan) and [sales pipeline templates](https://asana.com/templates/sales-pipeline). #### What third party integrations are available to support our sales teams? Asana offers more than 200 integrations, including Salesforce, Zendesk, Google Workspace, ServiceNow, Pipedrive, and more. To get started enabling your sales teams, check out all our [integrations for sales and service teams](https://asana.com/apps?category=sales-and-services). #### How can sales teams use Asana? Sales teams can use Asana by leveraging custom fields and automation workflows to manage client onboarding and other sales processes. For pipeline management, the Salesforce integration is recommended. #### Are there sales-specific templates? Yes, there are sales-specific templates that include deal stages, account plans, and renewal workflows. For lead tracking, the Salesforce integration is recommended. #### Can Asana integrate with CRM systems? Yes, Asana can integrate with CRM systems including Salesforce, HubSpot, Gmail, Outlook, LinkedIn Sales Navigator, and other tools. #### How do we manage client onboarding? Client onboarding can be managed by using project templates and task checklists to standardize onboarding steps and capture client info. #### How can reps prioritize daily tasks? Sales reps can prioritize daily tasks by using the My Tasks list and Today/Later sections to highlight high-value activities. #### Can external partners collaborate? Yes, external partners can collaborate by being invited as guests with permissions to access specific sales projects. #### Can I get started with Asana for free? [Try Asana](https://asana.com/create-account) for free, no credit card required. Get started with a free Business trial, then follow the on-screen instructions to log in. #### What Asana features are most useful for sales teams? Asana’s features are designed to simplify and streamline your sales processes, so the sales team can effortlessly manage client accounts and hit goals. These features make it easy:  - [Goals](https://asana.com/product/goals) allow your team to see how their individual work connects to high-level organizational goals, such as pipeline growth and ARR. - [Custom fields](https://asana.com/guide/help/premium/custom-fields) let you filter and organize accounts by important details, such as account size, industry, or location. You can also use custom fields to track accounts as they move through the sales process, by assigning them to stages like “new lead,” “contacted lead,” “opportunity,” “unresponsive,” and more.   - [Forms](https://asana.com/product/forms) help you capture and keep track of lead information from prospects and existing customers.  - [Integrations](https://asana.com/apps) bring all your favorite tools—like Salesforce, Zendesk, HubSpot, and more—into one central system of work. #### How can I get started quickly using Asana for my sales processes? The easiest way to get started using Asana for your sales functions is to use one of our pre-made sales templates, like our [sales plan](https://asana.com/templates/sales-plan) and [sales pipeline templates](https://asana.com/templates/sales-pipeline). #### What third party integrations are available to support our sales teams? Asana offers more than 200 integrations, including Salesforce, Zendesk, Google Workspace, ServiceNow, Pipedrive, and more. To get started enabling your sales teams, check out all our [integrations for sales and service teams](https://asana.com/apps?category=sales-and-services). - [Start your free trial](/create-account) Try Asana for free. No credit card required. - [Get started](/create-account) - [Watch the demo](/go-demo) See how Asana connects companies at scale. - [View demo](/demo/main) - [Speak with a sales rep](/sales) Learn how Asana helps teams collaborate seamlessly. - [Contact sales](/sales) #### Transform the way you work with Asana - IDC White Paper, The Business Value of the Asana Platform, Doc. #US50642023, June 2023 - [For more info](https://www.g2.com/products/asana/reviews) on our G2 review - [For more info](/press/releases/pr/asana-recognized-with-a-customers-choice-distinction-in-gartner-peer-insights-for-collaborative-work-management/4ad0da29-4543-42a1-aae3-c814b7f2251e) on our 2023 Gartner Peer Insights Customers' Choice recognition for Collaborative Work Management - [For more info](https://asana.com/resources/forrester-wave-collaborative-work-management-2022) on The Forrester Wave™: Collaborative Work Management Tools, Q4 2022 report