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Customer success templates

Use Asana’s templates to standardize how teams manage customer relationships. Grow faster, and make sure nothing falls through the cracks.

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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."

Kevin Weiss

VP of Client Success, Skai

Serve more clients, faster

Optimize how your customer success team works. Build out ideal processes, then standardize them with templates.

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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.

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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.

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Customer success templates

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[Templates] Pre-Sales Deal Support (Card image)
Pre-sales deal support template

Make your sales deal process more efficient by improving accountability and collaboration with this template.

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