Asana & CRM

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If you come up with anything better let me know lol I have been working on this a while.

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We use it as more of a prospecting funnel not a traditional CRM setup but I don’t understand why you wouldn’t just use a really scaled back free CRM solution like HubSpot. It doesn’t need to track emails or give you much of any info that you don’t want to see. Plus with all the integrations that exist or integration tools like Zapier you can automate some things that you’d need.

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Hello @Fred_Claus, you may try to manage your business in one place and it is good but you must probably need a better way to handle your CRM operations as @Efa_Mboto said.

There are thousands of tools to manage operations for business and we use and consult ERPNext which has a really strong CRM module. We arrange a meeting to gather the requirements and we present a solution. We also manage software development projects in asana.

You can message me if you need help.

Regards.

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I’ve gone back and forth on other CRMs because Asana doesn’t offer the reporting I need (revenue) and I rely on Cloze for email prompts and client notes. I would LOVE to be able to integrate the tasks.

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