Don’t let leads fall through the cracks. Use Asana’s templates to standardize—and improve—how teams manage customer relationships.

Unggulan

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.

Pipeline penjualan

Tim penjualan yang mencari cara mudah untuk melacak progres pipeline dan item tindakan pada account tertentu dapat mencoba templat ini.

Lihat templat

Templat pelacakan akun

Tim Kesuksesan Pelanggan yang mencari cara mudah untuk melacak account dan item tindakan dapat mencoba templat ini.

Lihat templat

Templat dukungan kesepakatan pra-penjualan

Jadikan proses kesepakatan penjualan lebih efisien dengan meningkatkan akuntabilitas dan kolaborasi dengan templat ini.

Lihat templat

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."

Kevin Weiss

Vp Of Client Success, Retail Media, Skai

Be consistent with customers

Track sales pipeline in one place. When teams know the status of each lead, they can communicate appropriately with each key account.

Read the case study

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.

Jelajahi semua aplikasi

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.

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