# 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

### 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.

### Product catalog template

Try an online product catalog template that keeps pricing, content, and images organized. Give your team a reliable source of truth for every SKU.

- [See template](/templates/product-catalog)

### Customer implementation

Give your customers the great experience they deserve by planning smoother post-sales handoffs with our template.

- [See template](/templates/customer-implementation)
