If you come up with anything better let me know lol I have been working on this a while.
We use it as more of a prospecting funnel not a traditional CRM setup but I donât understand why you wouldnât just use a really scaled back free CRM solution like HubSpot. It doesnât need to track emails or give you much of any info that you donât want to see. Plus with all the integrations that exist or integration tools like Zapier you can automate some things that youâd need.
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.
Iâve gone back and forth on other CRMs because Asana doesnât 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.
Dear Michael, how you organize contacts and accounts in Asana and to start to use Asana also like CRM? What is your advice? Thank you, Tom
That depends on what you really need, the number of contacts, accounts, and what âactionsâ you need (email from Asana for example). If you share your situation we would be able to help you!
@Tom_Gavazzi in case you missed it, I provided some direction to your question above on a separate post:
Dear Jerod,
thank you very much for your advice. It looks very creative. I will go thru it in details and if I will have any question I will come back to you.
With kind regards,
Tom
Dear Bastian,
here are the key points why we like to use contacts and accounts in Asana:
to have a data base of them with some tags like in which industries they are, which function they have and seniority status,âŠ
to connect them with the projects, tasks, sales opportunities,âŠ
Best regards,
Tom
I use Trello to organize my own tasks for larger projects with several deliverables. The issue is that each of the other parties (vendors, crm partners, etc.) has their own system. I despise logging into Basecamp, Confluence/Jira, and Active Collab to keep track of stuff. It irritates me. The reason for this is that all of those systems are âheavyâ in comparison to Trello.
I now have an account that wants me to use their system to track my time on their projects. I keep track of my time in my systems and send you an invoice. Go ahead and enter that time into your computer.
(Actually, I agreed to do it for a hefty hourly charge, but I donât have the time to get started right now.)
Is there someone I can talk to about my needs? Possibly do a Screenshare?
Welcome to the Asana Community Forum @Timothy_Skellenger 
I have merged your question into an existing thread which I recommend looking through as a lot of tips and info have been shared here 
Usually users on the forum wonât go as far as doing screen share, thatâs what partners (like me http://ido-clarity.com) are for
Amazing, thank you sir for putting these together.
@Bastien_Siebman I understood the integration from Gmail created new tasks rather than post comments in an existing task. Is there a way to attach an email to the comments in an existing task from gmail?
@LEGGO are you able to see the notes where you mention a âstakeholderâ on that particular stakeholder taks as well?
Do you use the google sheet integration for reporting on the opportunity sizes and stages? Can you map the custom fields in the opportunity into a google doc for forecasting for example?
I believe you can post a comment from the integration, but not attach the email itself.
Thank you, I will check it out
Hi Katie,
Iâm really keen to see how Asana could handle our simple CRM requirements? Any info on template set up would be really useful?
Thanks in advance.
Dan