Account tracking template

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.

• 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 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 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 without the complexity of a full CRM platform. It's a great fit if:

• You're a small or growing customer success team 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 with Asana and try the account management template for free.

FAQs about account tracking templates