# Free Customer Success Templates to Boost Satisfaction > Build a consistent customer experience. Standardize how teams serve and interact with clients, so you can always provide best-in-class service. Source: https://asana.com/templates/team/customer-success.md ### Take care of your customers Build a consistent customer experience with Asana templates. Standardize how teams serve and interact with clients, so you can always provide best-in-class service. - [Sign up](/create-account) ### Customer success templates - [Get started](/create-account) templates ### Post-sales handoff Give your customers the great experience they deserve by planning smoother post-sales handoffs with our template. - [See template](/templates/post-sales-handoff) ### Customer feedback What if you could collect customer feedback in one place to finally figure out what they love and loathe? You’d probably have happier customers. Get started with this customer feedback template. - [See template](/templates/customer-feedback) ### Pre-sales deal support Make your sales deal process more efficient by improving accountability and collaboration with this template. - [See template](/templates/pre-sales-deal-support) ### Customer implementation Give your customers the great experience they deserve by planning smoother post-sales handoffs with our template. - [See template](/templates/customer-implementation) ### Serve more clients, faster - [Read case study](/case-study/skai) Triple-digit growth is a lot for any organization, but for one of our size, with 15 years of history, it’s very rapid. With Asana, our client success team can take on three times the number of clients per rep compared to the other business units." ### Centralize customer information Keep track of customer conversations, even when they happen on different tools. With 260+ app integrations, you can capture sales updates, customer data, and more—all in one place. - [Explore all apps](/apps) - [Explore all apps](/apps) #### 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) #### 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) #### Zendesk Resolve tickets faster and improve cross-functional collaboration with Zendesk for Asana. - [See integration](/apps/zendesk) #### Gmail Turn emails into actionable, trackable tasks in Asana without leaving your Gmail inbox. - [See integration](/apps/google-gmail) #### Microsoft Outlook Turn emails into trackable, actionable work with Asana for Outlook. - [See integration](/apps/outlook) #### 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) #### Slack Turn ideas, work requests, and action items from Slack into trackable tasks and comments in Asana. - [See integration](/apps/slack) #### Tableau Give everyone access to campaign insights. Unlock your team’s work data to make smarter marketing decisions. - [See integration](/apps/tableau) #### 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) #### 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) #### Zendesk Resolve tickets faster and improve cross-functional collaboration with Zendesk for Asana - [See integration](/apps/zendesk) #### Gmail Turn emails into actionable, trackable tasks in Asana without leaving Gmail. Automate key actions to move work forward, all within your inbox. - [See integration](/apps/google-gmail) #### Microsoft Outlook Turn emails into trackable, actionable work with Asana for Outlook. - [See integration](/apps/outlook) #### 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) #### Slack Turn ideas, work requests, and action items from Slack into trackable tasks and comments in Asana. - [See integration](/apps/slack) #### Google Drive Easily attach Google Drive files to tasks in Asana, and receive comment notifications to keep teams and work connected. - [See integration](/apps/google-drive) #### Tableau Give everyone access to campaign insights. Unlock your team’s work data to make smarter marketing decisions. - [See integration](/apps/tableau) #### Centralize customer information Centralize customer information Keep track of customer conversations, even when they happen on different tools. With 260+ app integrations, you can capture sales updates, customer data, and more—all in one place. ### Post-sales handoff Give your customers the great experience they deserve by planning smoother post-sales handoffs with our template. - [See template](/templates/post-sales-handoff) ### Pre-sales deal support Make your sales deal process more efficient by improving accountability and collaboration with this template. - [See template](/templates/pre-sales-deal-support) ### RFP process Use our template to prepare an RFP, then organize and evaluate the responses—all in the same place—so you can pick the best vendor for the job. - [See template](/templates/rfp-process) ### QBR meeting agenda Try our template as a blueprint for your next QBR meeting to save time and set your team up for success for the next one. - [See template](/templates/qbr-meeting-agenda) ### Customer feedback What if you could collect customer feedback in one place to finally figure out what they love and loathe? You’d probably have happier customers. Get started with this customer feedback template. - [See template](/templates/customer-feedback) ### Sales plan A sales plan template can help provide your team with the organized framework they need to establish their sales goals. Learn how you can do that with Asana. - [See template](/templates/sales-plan) ### Sales pipeline Sales teams looking for a lightweight way to track pipeline progress and action items on specific accounts can try this template. - [See template](/templates/sales-pipeline) ### Account tracking Customer Success teams looking for a lightweight way to track accounts and action items can try this template. - [See template](/templates/account-tracking) ### Call log template Learn how creating a call log template can help you record and track important call information. - [See template](/templates/call-log) ### Stride client account management template See how Stride optimizes account management, and use their template to centralize info, track action items, and maintain customer relationships. - [See template](/templates/stride-client-account-management) ### Inventory Get organized fast with an inventory template your whole team can use—fast to set up, easy to update, and built to scale. - [See template](/templates/inventory) ### Brain dump template Try a free brain dump template to capture ideas quickly, sort priorities, and move from thinking to doing without losing important details. - [See template](/templates/brain-dump)