As someone who has used multiple CRMs that included everything but the kitchen sink, I decided to cut costs and try out Asana back in March. It’s been very effective with all the different integrations and connections. As for creating customers, I have a “Client Project” where all my clients reside. Also created different vendor projects and cross index the clients so I can keep track of that information (or issues when they arise actually with vendors like Comcast). I created a standard business customer task that I can duplicate when I get a new customer. I attached a screen shot. I just duplicate and I simply fill out the information. The invoice item will become a hyperlink to my invoicing app for that client (along with any other notes I need to make). Everything related to the customer goes below in the sub tasks.
