# Client database for Asana?

**URL:** <https://forum.asana.com/t/client-database-for-asana/22393>\
**Category:** App Integrations\
**Tags:** productivity, custom-fields\
**Created:** [18 May 2018 22:54 UTC](https://forum.asana.com/t/client-database-for-asana/22393 "2018-05-18T22:54:39Z")\
**Posts on this page:** 1\
**Showing post:** 19

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**Author:** ![Shannon\_Honadle](https://sea2.discourse-cdn.com/asana/user_avatar/forum.asana.com/shannon_honadle/32/54486_2.png) [@Shannon\_Honadle](https://forum.asana.com/u/Shannon_Honadle)\
**Post date:** [20 December 2020 02:13 UTC](https://forum.asana.com/t/client-database-for-asana/22393/19 "2020-12-20T02:13:25Z")

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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.

 ![Screen Shot 2020-12-19 at 8.06.55 PM](https://us1.discourse-cdn.com/asana/original/3X/4/2/42d043fd0a15b700dabfd069e3e49e660939e21e.jpeg)

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