Asana CRM is a popular choice for businesses looking to increase productivity and easy collaboration between colleagues.
Read our review to find out if this system is right for you! 
Asana CRM is an excellent solution for many businesses looking to increase efficiency and collaboration. With powerful features and an easy-to-use interface, it’s designed to make teamwork and customer interactions faster, more accessible, and more effective. In this review, we’ll look at Asana CRM to help you decide if it’s the right system for your business.
Overview Of Asana as CRM.
Asana is a powerful customer relationship management (CRM) tool, but knowing how to unlock its full potential can be difficult without the right guide. With the right approach, Asana can streamline customer communication, manage customer data, and improve customer experience. This step-by-step guide will show you how to get the most out of Asana and unlock its powerful CRM capabilities.
You will learn how to create projects, assign tasks, and use Asana’s robust search functions to find your needed information quickly. You will also learn how to use Asana’s customer data features to track customer interactions and learn more about your customer base. With this guide, you can unlock Asana’s power and use it to create a more efficient and effective CRM system.
Is Asana CRM The Right Choice For Your Business?
Asana CRM is a comprehensive customer relationship management system designed for small businesses. It offers an integrated suite of tools to help you manage your contacts and build customer relationships. Asana CRM also offers task management, project timeline tracking, and analytics to understand customer demographics and sales trends better. With its value-focused pricing plans, Asana CRM is a budget-friendly solution for businesses small and large.
Considerations Before Making A Decision.
It is essential to consider your business’s needs before choosing Asana CRM. Determine what automation and collaboration features are necessary for your workflow, how many users you need to support, and which integrations will be required. Additionally, reviewing the pricing structure and comparing it with other potential solutions is essential to ensure you get value. Finally, consider implementing a free trial period to test Asana before committing fully to the platform.
While trying out and testing asana to see if it’s the right CRM option for your business, don’t make a wrong decision; you should check out on CRM Monday .com review, too, as it’s also one of the best CRM software on the market.
Why Is Asana A Great CRM Tool?
Asana is a project management and collaboration platform that helps teams and organizations stay organized, track progress, and get results. Asana has many features and tools, making it an excellent choice for customer relationship management. It’s easy to use, has powerful search capabilities, and has comprehensive and reliable customer data features. With Asana, you can store customer contact information, track customer interactions, create reports and dashboards, and integrate with other applications.
Asana can create tasks and projects for customer support, sales, and marketing teams. With Asana, you can easily assign tasks to team members, set deadlines and reminders, and track progress in real-time. You can also use Asana to manage customer data, track customer interactions, and create reports and dashboards to get insights into customer behavior.
Finally, Asana is mobile-friendly and offers mobile apps for iOS and Android devices. This makes it easy to stay organized and connected while on the go. With its powerful features, Asana is an excellent choice for managing customer relationships and optimizing the customer experience.
Features Of Asana As A Crm And How They Can Benefit Your Business.
Asana CRM offers a large number of features and benefits to users. From contact management and customer relationship building to project timeline tracking and task assignments, the system helps you keep track of your customers and manage projects better. It also offers data visualizations, insights into customer behavior, sales trends analytics, and more. With its in-app messaging capabilities, you can quickly build client relationships and streamline team communication. Finally, with customizable templates for drag-and-drop forms and documents, Asana CRM simplifies workflow management and allows you to work within the system efficiently.
How To Create Projects With Asana
Creating projects in Asana is easy. To get started, click the “Create Project” button in the top right corner of the screen. This will open a new window where you can enter the project’s name and description and assign a team or individual to work on the project. You can also set deadlines and reminders for the project and add tags and labels to help organize projects.
Once you’ve created the project, you can start adding tasks. You can assign tasks to one or more people, set deadlines, add notes and attachments, and more. You can also set up custom fields to track information specific to the project, such as customer feedback or sales data.
How To Assign Tasks With Asana
Assigning tasks in Asana is simple and intuitive. To post a task, click the “Assign” button in the top right corner of the study. This will open a new window where you can give the job to one or more people. You can also set deadlines and reminders and add notes and attachments.
Once a task is assigned, you can track progress in real-time. Asana has various progress-tracking tools that make staying on top of assignments efficient. You can view the progress of individual studies and the project’s overall progress. You can also use Asana’s notifications feature to stay up-to-date on tasks and projects.
Exploring Asana’s Advanced Search Functions
Asana’s search capabilities are one of its most powerful features. With Asana’s advanced search functions, you can quickly and easily find the necessary information. You can search for projects, tasks, people, labels, etc. You can also search by date, status, and tags.
Asana also offers advanced filtering options to help you find the necessary information. You can filter by date, assignee, status, tags, etc. This makes it easy to find the information you need quickly.
Using Asana’s Customer Data Features
Asana’s customer data features make it easy to track customer interactions and learn more about your customer base. You can store customer contact information, create tasks for customer support, and track customer interactions in real time. Asana also offers robust reporting and dashboard tools that make getting insights into customer behavior easy.
Asana also offers powerful segmentation tools that allow you to segment customers based on their interactions and behavior. This makes it easy to target customers with relevant messages and offers.
Creating Reports And Dashboards
Asana’s reporting and dashboard tools make getting insights into customer behavior accessible. With Asana’s reports, you can track customer interactions, sales data, customer feedback, and more. You can also create custom reports to get the information you need.
Asana also offers powerful dashboard tools that make it easy to visualize customer data. You can create custom dashboards to track customer interactions, sales data, customer feedback, and more. With these dashboards, you can quickly and easily get the insights you need.
Using Asana’s Mobile Apps
Asana’s mobile apps make staying organized and connected easy while on the go. You can use the Asana app to create tasks, assign tasks, track progress, and more. You can also use the app to access customer data, track customer interactions, and get insights into customer behavior.
The Asana app makes it easy to stay organized and connected from anywhere. Its powerful features make it an excellent choice for managing customer relationships and optimizing the customer experience.
Pricing Plans for Asana CRM
Asana CRM offers three pricing plans ranging from basic to premium. The lower-end option does not provide all the modules and features of the other two plans but allows businesses to test Asana CRM before committing to a long-term investment.
BASIC PREMIUM BUSINESS ENTERPRISE
Pricing Comparison To Other Options.
For more affordable alternatives, MONDAY.COM, TODOIST, and CLICKUP offer entry-level options at lower monthly rates than Asana’s higher-end plans. However, they do not have the exact features or tailor-made solutions as Asana’s business plan.
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Pros And Cons Of Using Asana CRM.
There are several advantages [pros] as well as disadvantages [cons] to using Asana CRM
PROS
Impressive Features.
- Asana CRM is straightforward, with a user-friendly interface and intuitive navigation. The contact list is efficiently organized, allowing you to find the information you need quickly.
- The deal tracking feature enables you to monitor your sales progress at all times, helping to inform decisions and ensure customer satisfaction. The automated lead scoring system lets you focus on higher-priority prospects – giving you more time to work on important deals.
- Plus, Asana’s analytics is second to none allowing users to review the performance of their teams and customers quickly.
- Ease of Use & Integration Capabilities. One of the things we liked about Asana CRM was its ease of use. It’s intuitive, making it easy to set up and use our existing contacts list quickly.
- We also appreciated its integration capabilities – with a fair range of pre-integrated services such as Salesforce and Google Apps. However, our biggest beef with the software is its limited range of 3rd party integrations – far below what some competitors offer.
- Customer Support and Value for Money Considerations. Regarding customer support, Asana CRM offers a range of resources to help customers get up and running, including video tutorials and online guides.
- Additionally, they offer a Community Forum, which users can access if they have any issues or queries. As for value for money, customers can opt for one of the paid plans, which starts from $13.49 per user/per month. The tiers vary in features and functionality, so it’s worth researching before you commit.
CONS
Not-so-impressive Features.
- On the downside, it is more expensive than many competitors, which could put it out of reach for smaller businesses.
- While there are some great features, Asana CRM has flaws. The limited range of third-party integrations was a massive drawback for us – as we depend on integrations from external sources to help streamline our workflow.
- The project management feature was also lacking – with only basic task-tracking abilities offered. We hoped for a more comprehensive solution to enable us to manage projects better and produce results efficiently.
- Another potential issue is that the mobile app does not have as many features as the full web version.
Tips For Optimizing Your CRM With Asana
Asana is an excellent choice for optimizing customer relationship management (CRM). Here are some tips for getting the most out of Asana as a CRM tool:
- Take advantage of Asana’s powerful search capabilities. Use the search feature to quickly and easily find the information you need.
- Make use of Asana’s customer data features. Track customer interactions, create reports and dashboards, and use segmentation to target customers with relevant messages and offers.
- Leverage Asana’s mobile apps. With mobile apps, you can stay organized and connected while on the go.
- Integrate Asana with third-party applications. Asana integrates with various third-party applications, such as Salesforce and Zendesk, to streamline customer communication and data management.
Best Practices For Tracking Customer Interactions
Tracking customer interactions is one of the essential tasks in customer relationship management. Here are some best practices for tracking customer interactions with Asana:
- Use custom fields to track customer interactions. You can create custom fields to track customer interactions, such as customer feedback, purchase history, etc.
- Use tags and labels to organize customer data. Use titles and labels to collect customer data and make finding the information you need easier.
- Track customer interactions in real time. Asana’s progress-tracking tools make staying on top of real-time customer interactions easy.
- Use segmentation to target customers with relevant messages and offers. Asana’s segmentation tools make targeting customers with relevant news and offers easy.
Integrating Asana CRM With Third-party Applications/Software
Asana CRM integration is effortless because this software has many options to choose from, which asana integrations apps to have in your sales and marketing arsenal.
Asana integrates with a variety of third-party applications and software, such as;
Pipedrive Asana Integration: CRM automation
Mailchimp: email and adverting marketing automation
Click up: project management, task tracking, and professional goal tools
Salesforce sales cloud: cloud-based CRM and sales automation
Hubspot CRM: everything you need to sell in one integrated suite
Pipedrive: CRM built by salespeople for salespeople
Zendesk suite: service-first CRM company that creates support and sales tools
Active Campaign: email marketing, marketing automation, CRM/sales automation
Airtable: cloud-based organization and collaboration tool
Honeybook: client management for freelancers and SMBs
Freshsales: sales management solution
Agiled: software for managing business operations
Copper: CRM designed for google workspace
Bitrix 24: 100% free CRM, collaboration, and communication tool suite
Front: robust CRM tool
Boomtown: real estate CRM software
Scoro: all-in-one work management software
Nutshell: CRM and email marketing software
Instightly: modern affordable CRM software
Close: CRM software for high-performance sales teams
Capsule: customers and sales opportunities software
Hubspot service hub: cloud-based customer service solutions software
FreeAgent CRM: CRM + work management
Missive: collaborative inbox for teams’ software
Clientjoy: cloud-based CRM software
Spiro: work smarter, close faster.
Leadmaster: CRM & management solutions
Upilot: CRM for SMBs
4degrees: customer relationship and pipeline management for companies
Axonaut: CRM for SMBs
Overloop: CRM software for managing conversations
Planprophet: crm and marketing automation egine made for printers
Monday.Com: cloud-based project management platform and CRM & marketing automation
Jotform: for data collection and management
…, to streamline customer communication and data management. With integration, you can easily share customer data between applications, track customer interactions in real time, and get insights into customer behavior.
Integrating Asana with third-party applications is easy. Select the application you want to integrate with and follow the instructions to get started. Once the integration is complete, you can easily share data between applications and get the most out of Asana as a CRM.
Conclusion
With this step-by-step guide, you can unlock Asana’s power and use it to create a more efficient and effective CRM system. You will learn how to create projects, assign tasks, and use Asana’s powerful search functions to find your needed information quickly. You will also learn how to use Asana’s customer data features to track customer interactions and learn more about your customer base. With the right approach, Asana can streamline customer communication, manage customer data, and improve customer experience.
Useful links:
Asana Desktop App Mac
Asana, Download all attachments
Download Asana for Windows
Asana academy
Asana’s partners
Asana API
Asana’s Logo