Asana & CRM


#22

Hi @Sebastian_Paasch

I am using asana as CRM and despite trying to use a lot of automations, I still hit those issues.
Another things I have notices is that if you have a subtasks-heavy setup (all my customers have lots of subtasks) asana start slowing down sensibly.

I am a super-supporter of asana as CRM, but if you grow, then the limitations starts to become visible… Curious to see if there are additional elements I haven’t found out yet!

Carlo


#23

really great guide thx
im busy implementing it for my Sales Staff.

(Although it did take me 4 hours to figure out how to nest the sub tasks)

The one thing i’m finding really tricky to manage is getting the Note into multiple tasks simply.
IS there a quick trick?


#24

@Alexis Because of your post, I just realized we can use the form integration to handle some of our 3rd party RSVPs for some of our nonprofit events. Very pleased. :slight_smile:


#25

Thanks for letting me know @Crystal_Alifanow! I’m so glad :grinning: :unicorn:


Does Asana have a CRM?
#26

I’m looking at Hubspot too. I’m a Small Business Consultant and I want to recommend a CRM to my clients but I’m having a hard time choosing one bc I do everything in ASANA. The downside is that I have to generate the Action Items and follow up and remember to copy and paste emails into ASANA when I get feedback. Hubspot is free and worth a shot, although they work inside email with everything. Reminders get sent to email, etc. I do like the aspect of Hubspot where it tells you when someone has viewed your email, and all of the email communication gets tracked by the Hubspot CRM.


#27

You can email tasks to Asana and also use Gmail or Outlook extension to use Asana from there :wink:


#28

If only Cloze and Asana integrated… it would heaven. Anybody using Cloze separately?


#29

We are new asana users; all positive thus far. Does asana offer its’ own CRM? We’d rather not go to a Salesforce like product and integrate, but rather see if asana has its’ own CRM capabilities. Any help or direction steering is greatly appreciated! Thanks!


#30

It does not but Templana has a template to give you some examples on how to use Asana as a CRM: https://templana.com/templates/ultimate-crm

Disclaimer: I am the founder

Bastien
Asana Certified Pro, consultant, author and developer


#31

Hi @molly.osyf; I’ve gone ahead and merged your post with Asana & CRM, and I highly recommend you to take a look at the tips above! :slight_smile:


#32

This is excellent! Thank you for putting together such a thorough and helpful tutorial.