# Account Tracking Template to Organize Customers and Deals > Use Asana’s free account tracking template to track customer accounts, deal stages, notes, and follow-ups in one shared workspace. No more spreadsheets! Source: https://asana.com/templates/account-tracking.md - [Use template](https://app.asana.com/-/product_templates?preview_template=simple_crm) - [Custom fields](/features/project-management/custom-fields) - [Projects](/features/project-management/projects) - [Project views](/features/project-management/project-views) - [Reporting dashboards](/features/goals-reporting/reporting-dashboards) - [Salesforce](/apps/salesforce) - [Hubspot](/apps/hubspot) - [Zendesk](/apps/zendesk) - [Pipedrive](/apps/pipedrive) templates CRM Account tracking Customer Success teams looking for a lightweight way to track accounts and action items can try this template. CRM ## Account tracking template Keep account details, follow-ups, and action items in one shared place. Coordinate your teams, spot risks early, and grow key client relationships. ### Better planning, better relationships - [Sign up](/create-account) #### Summary Account tracking helps teams manage client relationships, monitor deal progress, and ensure timely follow-ups. This article explains what account tracking is, why it matters, and how Asana's free template can streamline your process by consolidating information into a single, shared system. This approach keeps your team aligned and focused on growing key accounts.Managing your accounts well means not just growing them, but also keeping up with the opportunities you already have. If you’re a customer success manager with lots of clients or part of a small team tracking important accounts, a system can really help. In this article, we’ll explain what account tracking is, why it’s important, and how our free template can help you organize account data, notes, and action items all in one spot. ## What is account tracking? Account tracking means organizing, monitoring, and updating all your client information in one place. Rather than spreading notes across emails, spreadsheets, and chats, an account tracking system keeps everything together so you don’t miss anything important. Some common parts of account tracking are: - **Contact information:** Names, roles, emails, and phone numbers for each client. - **Deal stages:** Where each account stands in your pipeline. - **Follow-up dates:** Upcoming tasks and deadlines tied to each account. - **Action items:** Next steps assigned to specific team members. For customer success teams, account tracking gives you a picture of where each account stands right now. You can quickly spot which accounts are doing well, which ones need attention, and where new opportunities might be. When everyone can see this information, it’s easier to stay on the same page and keep building strong relationships. ## Benefits of using an account tracking template An account tracking template gives your team a ready-made structure, so you don’t have to create a system from the ground up. Here are some of the main benefits: - **Keep everything in one place.** Store account details, notes, follow-ups, and action items in one place so your team always knows where to look. - **Prioritize the right accounts.** Filter and sort by stage, priority, or account owner to focus your energy where it matters most. - **Spot at-risk opportunities early.** With a view of all your accounts, you can identify issues before they become problems and take action quickly. - **Reduce busywork.** Stop switching between tools or chasing updates. A single template keeps your workflow streamlined and your team focused on [building relationships](/resources/building-rapport). - **Collaborate across teams.** When multiple people contribute to an account, a shared template ensures everyone has visibility and can work together without confusion. ## Key features of this account management template This free Asana template includes features that help you manage accounts better right from the start. Here’s how it stacks up against a regular spreadsheet: **Spreadsheet** - No multiple views - Requires manual setup for fields - Does not support task-based follow-ups - Offers limited collaboration features - Supports basic filtering and sorting - Provides limited integrations **Asana account tracking template** - Includes list, board, timeline, and calendar views - Offers built-in, customizable fields - Supports task-based follow-ups with due dates - Enables real-time collaboration with comments, mentions, and file sharing - Supports advanced, multi-field filtering - Connects with 300+ integrations ### 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, and you can filter by stage, priority, type, account owner, and more. - **Track follow-ups and notes with tasks.** Traditional CRMs can make it hard to track [action items](/resources/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](/resources/cross-functional-collaboration) easier by adding other teammates you partner with to your accounts project. ## When to use this account tracking template This template works well for teams that want a simple, flexible way to manage [client relationships](/resources/client-management) without the complexity of a full CRM platform. It's a great fit if: - **You're a small or growing**[customer success team](/templates/team/customer-success)**that needs to quickly organize accounts.** - **You want to track follow-ups and action items alongside the rest of your team's work.** - **You need a shared view of accounts, so multiple team members can collaborate without duplicating effort.** - **You're looking for something more visual and flexible than a spreadsheet, but don't need a heavyweight CRM.** No matter if you manage just a few key accounts or a large group, this template can adjust to fit your team’s needs. ## Get started with account tracking in Asana Organizing your accounts can be simple. With this free template, you can keep account details, notes, and action items all in one place for your whole team to use. Ready to put your accounts in order? [Get started](/create-account) with Asana and try the account management template for free. - [Free account tracking template](/templates/for/customer-success/simple-crm) ## FAQs about account tracking templates #### How do I customize the account management template? Once you've added the template to your workspace, you can adjust custom fields like account stage, priority, and owner, as well as add sections and rearrange columns to fit your workflow. #### Can multiple team members collaborate on accounts? Yes, you can invite teammates to your accounts project so everyone has visibility into account status, notes, and next steps, and can assign tasks, leave comments, and share updates in one place. #### What's the difference between this template and a traditional CRM? A [traditional CRM](/resources/crm-strategy) is built for managing sales pipelines and customer data at scale, while this template offers a lighter approach that lets you track accounts, follow-ups, and action items alongside the rest of your work in Asana. It's ideal for teams that want simplicity without sacrificing visibility. #### How do I track follow-ups and action items? Each account can have associated tasks with due dates, assignees, and notes to capture follow-up actions. You can view upcoming follow-ups on the calendar or timeline to plan ahead. ### SEO roadmap template Use this free SEO roadmap template to organize audits, content updates, and technical SEO. 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