I’m a consultant who needs to record inquiries from potential or existing client. I used Excel then MS Access to manage both my client info and inquiries. Because the relationship between client and inquiries is “one to many”, so it was pretty manageable in these 2 software.
However, after I switched to Asana, obviously because of many fancy features of it, I found it difficult to do the same thing.
The first thing, I’m expecting a way to have a drop down list to include all existing client that I entered in an Excel sheet which is somehow connected to Asana, so when I create a task, as an inquiry, I don’t have to type my client’s name.
Second, I would feel easier if, after I select a name of client, his/her information would pop up in other fields, phone#, address, etc. This way I don’t have to manually enter client info when I’m creating multiple inquiries/tasks for this client.
I’m using Asana for now, as tool for project management. I know there must be a better way to do CRM. The expectation I mentioned should probably be accomplished by integrating a software other than Excel. But I would like to explore if there’s chance to make it happen by what I currently have. Do you have any good advise?
Below is a screenshot to show you what I meant: