How to turn Asana into a CRM ?

Discover how to turn Asana into a CRM! 🔥
Asana is a fantastic tool for work management, but did you know it can also be used as a #CRM? If you're an Asana user, you may even have already thought about this possibility!
Imagine being able to manage your customer contacts and other data with the same efficiency as managing your tasks and projects on Asana. On the menu: sales tunnel, lead and customer creation, quote and invoice management, etc.
Enjoy!
CRM project templates ready to be imported in your Asana environement with one click! A great starting point to customize and build your own CRM in Asana. Just click on that link (and wait a minute for the import to be ready): bit.ly/iDO-CRM-projects
The @iDO Team
00:00 to 03:42 : Introduction and contextualization
03:43 to 04:45 : Presentation of the demo area - CRM / Sales Team
04:46 to 10:17 : Sales Funnel Project & Tips to be efficient
10:18 to 13:33 : Customer Project & Tips to be efficient
13:34 to 14:55 : Quotes Project
14:56 to 16:06 : Invoices Project, Dashboard view and Tools
16:07 to 18:20 : Potfolios for Strategic Accounts
18:21 to 19:54 : Satisfaction Survey
19:55 to 20:42 : Conclusion "CRM in Asana : made for your or not ?"
20:43 to 21:42 : iDO Tool "Nestor" to send an email from Asana !
21:43 to 22:43 : Question n°1 - Is there an easy way to update all my current contact with an emoji at the front of the task ?
22:44 to 23:30 : Question n°2 - Any recommendations for migrating customer from a more "traditionnal" CRM ?
23:31 to 24:10 : Question n°3 - How do I manage differents types of records, individual vs organisation ?
24:11 to 24:46 : Question n°4 - Is the function of exporting / importing a fuly fonctionnal project into another Asana organization is an "Enterprise feature" ?
24:47 to 25:40 : Question n°5 - Do all users of the CRM have to use the same domain (members vs. guests)?
25:41 to 25:58 : Question n°6 - Is there a way around needing 6 licences versus 10 ?
25:59 to the End : Bye

[@mattfisher8090]

I like this very much. I'll be in touch.

[@asana-ido]

Great!

[@Mr.Monta77]

Where can I find a ready made CRM template for my StartUp?

[@asana-ido]

We got you covered: ido-clarity.com/blog/turn-asana-into-a-crm-with-ido-project-templates/