Account tracking

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

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.

Related resources

  • See more account tracking tips

    See your accounts at a glance and keep to-dos on track with our guide.

    Read Guide
  • Connect Asana and Salesforce

    Improve your sales handoff process and maintain relationships by using Asana and Salesforce together.

    Learn More

Better planning, better relationships

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