# Standardize CRM Workflows [Free Templates] > Use Asana’s templates to standardize customer relationship management—so no leads fall through the cracks. Your customers will thank you. Source: https://asana.com/templates/use-case/crm.md ### Standardize your CRM strategy Make sure customers get what they need at each stage of the sales funnel. See how Asana’s templates can help your team establish a consistent, unified CRM process. - [Sign up](/create-account) ### Customer relationship management (CRM) templates - [Get started](/create-account) templates Use Case When it comes to customer relationship management, consistency is key. Templates help teams follow predefined processes for each step in the sales funnel—from initial contact to post-sales handoffs. ### 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) ### 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) ### 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) ### Be consistent with customers - [Read the case study](/case-study/skai) We want to go deep with our clients while maintaining a unified, consistent approach. Asana helps us do that. We connect it to Zendesk, Zoom, Slack, and our own platform, making Asana the source of truth we can count on to get stuff done and bring us together across teams." ### Centralize CRM information in one place Keep track of conversations, even when they happen on different tools. With 200+ app integrations, you can build customized workflows that capture sales updates, customer data, and more. - [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) #### Slack Turn ideas, work requests, and action items from Slack into trackable tasks and comments in Asana. - [See integration](/apps/slack) #### Google Workspace Use Asana to coordinate and manage the work you do in Google Workspace. - [Learn more](/google-workspace) #### 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) #### Slack Turn ideas, work requests, and action items from Slack into trackable tasks and comments in Asana. - [See integration](/apps/slack) #### Google Workspace Enable Google Workspace SAML SCIM for better control around user provisioning and deprovisioning. - [See integration](/google-workspace ) #### Centralize CRM information in one place Centralize CRM information in one place Keep track of conversations, even when they happen on different tools. With 200+ app integrations, you can build customized workflows that capture sales updates, customer data, and more. ### SEO roadmap template Use this free SEO roadmap template to organize audits, content updates, and technical SEO. Track KPIs, assign owners, and improve rankings faster. - [See template](/templates/seo-roadmap) ### 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) ### 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) ### Customer implementation Give your customers the great experience they deserve by planning smoother post-sales handoffs with our template. - [See template](/templates/customer-implementation)