Using Asana CRM: 2 Comprehensive steps


CRM tools are an integral part of the business. CRM stands for Customer Relationship Management. It is concerned with the strategies, technologies, and practices that companies use to interpret data and perform customer interactions. CRM usually deals with the relationship between customers and business, retaining customers, and increasing the customer base. It utilizes the point of contact tools like E-Mails, Website Interactions, and Live Communication and Chatting. The staff concerned with the communication with customers is provided with important information like Product Concerns, Buying Preferences, and Purchasing History. CRM makes Customer Relations seamless.

Asana is a work management tool that helps in organizing and streamlining projects. It provides many advanced tools allowing companies to manage projects. Asana is made so that workplaces of any size can analyze their progress and address issues all in one place, eliminating the need for multiple meetings, email updates, and memos.

Asana provides so many tools so that it can work as a CRM This article will talk about Asana CRM and its benefits.

Table of Contents

Introduction to CRM

CRM Logo
Image Source:

CRM refers to all strategies, techniques, tools, and technologies used by enterprises for developing, retaining, and acquiring customers. A CRM records and analyzes all calls, emails, and meetings, helping improve customer service, drive sales and increase revenue. CRM software allows businesses to focus on their Company-Customer Relationships, and also the company’s relation with colleagues, suppliers, etc. Using A professional CRM helps find new customers, increase trustworthiness, provide qualified support, and provide additional services throughout the relationship. More advanced CRM even has automated processes for calendars and tasks.

Tools offered by CRM

  • CRM solutions include various function tools that allow users to track Company-Customer interactions through various available channels. These channels include emails, phone calls, live chats, and many more.
  • CRM software provides sales and marketing teams with a set of tools to manage the entire sales and marketing goal-achieving process, from lead qualification and opportunity management to transaction forecasting and closing. This allows customer service teams to manage customer requests and automate service operations by following predefined processes for superior customer care.
  • CRM system is packed with tracking capabilities to record interactions with large numbers of online customers. In addition, CRM automates day-to-day processes and provides managers with tools to track and measure company performance and productivity. Everything done in CRM is recorded, giving you plenty of time to create a better action plan to close potential sales. Some CRMs also provide analytics that allows users to track the effectiveness of various marketing activities in generating leads and conversions.

Types of CRM

There are two different types of CRM software.

  • OnPremise CRM: OnPremise CRM requires companies to purchase a license in advance. Given that the software is on the company’s servers, on-premises CRM is suitable for companies with strict security policies, but in such cases the implementation process requires more time and IT resources. increase. However, it is the buyer’s job to ensure continuous maintenance of the on-premises system. After the implementation phase, the seller is not responsible for proper operation and data security, so the seller will continue to provide technical support to address critical issues.
  • Cloud-based CRM: Software as a Service (SaaS), cloud, or on-demand CRM, on the other hand, stores data on the provider’s servers. In this case, the user has full access to the database anytime, anywhere. The provider is fully responsible for the smooth operation of your system and provides all necessary system updates and support. Cloud-based CRM software is extremely scalable. The only requirement for accessibility of cloud systems is a strong internet connection with an affordable monthly or annual fee.

 Learn more about CRM.

Simplify Data Analysis with Hevo’s No-code Data Pipeline

Hevo Data, a No-code Data Pipeline helps to load data from any data source such as Databases, SaaS Applications, Cloud Storage, SDKs, and Streaming Services and simplifies the ETL process. It supports 100+ data sources (including 30+ free data sources) and is a 3-step process by just selecting the data source, providing valid credentials, and choosing the destination. Hevo not only loads the data onto the desired Data Warehouse/destination but also enriches the data and transforms it into an analysis-ready form without having to write a single line of code.


Its completely automated pipeline offers data to be delivered in real-time without any loss from source to destination. Its Fault-tolerant and Scalable Architecture ensures that the data is handled in a secure and consistent manner with zero data loss and supports different forms of data. The solutions provided are consistent and work with different BI tools as well.

Check out why Hevo is the Best:

  • Secure: Hevo has a Fault-tolerant Architecture that ensures that the data is handled in a secure and consistent manner with zero data loss.
  • Schema Management: Hevo takes away the tedious task of schema management & automatically detects the schema of incoming data and maps it to the destination schema.
  • Minimal Learning: Hevo, with its simple and interactive UI, is extremely simple for new customers to work on and perform operations.
  • Hevo Is Built To Scale: As the number of sources and the volume of your data grows, Hevo scales horizontally, handling millions of records per minute with very little latency.
  • Incremental Data Load: Hevo allows the transfer of data that has been modified in real-time. This ensures efficient utilization of bandwidth on both ends.
  • Live Support: The Hevo team is available round the clock to extend exceptional support to its customers through chat, email, and support calls.
  • Live Monitoring: Hevo allows you to monitor the data flow and check where your data is at a particular point in time.

Introduction to Asana

Asana Logo
Image Source:

Asana is a task management and project management software.  Asana is a task management and project management software. Asana enables teams to collaborate, organize, plan, and work. It was primarily designed to avoid confusion and make it easier to meet deadlines. Asana is a web-based task management and collaboration software that reduces the email chain required to track projects by merging tasks. Asana allows teams to track all their work together, coordinate with team members, and share related files. Tools provided by Asana.

Tools offered by Asana

Project and Task Management

Asana are project and task management tools. You can create a list or board that hosts the entire specific project. These include details of all the initiatives, meetings, and programs associated with those projects.
You can elaborate on who in the group undertakes which task. Tasks can be grouped into columns (sections) for clarity. You can assign start and due dates to better understand your project. This can also include a deadline. You need to create reusable templates to make it easier to start a particular task, add task dependencies and priorities, and complete some tasks before starting others. Indicates the time. View tasks in the timeline so everyone can understand your project in chronological order.
You can also create rules to automate processes such as assigning tasks and adding attachments from multiple integrated software programs.

Communication Tools

Asana has tools that streamline communication and provide the right channels for seamless information transfer. Your inbox keeps track of all your messages and related tasks. Here you can attach tasks to messages and use project calls for ongoing discussions. You can also view images and PDFs and convert comments into tasks so your team knows what modifications you need to make.

Management and Reporting Tools

Asana’s reporting tools make it easy to organize project updates and send update reminders as needed. You can use Asana to set priorities / goals, keep everyone on the same page, set milestones, and reward and encourage hard work. It also provides project and portfolio status updates to quickly send messages to teams, check dashboards to see the status of all ongoing projects and tasks at once, and issues as needed. You can also identify areas with.

The Create Team option allows people to be grouped together to collaborate on a project. The team page includes an Overview tab for tracking projects, a Messages tab for group conversations and announcements, and a Shared Calendar tab. You can add teammates as followers to tasks that aren’t assigned to them to keep them in a loop and notify you when problems occur.

Tiers in Asana

Asana Basic

This free version includes the following features:

  • Unlimited Tasks, Projects, Messages, File Storage, and Entries in your Activity Log
  • List, Board, and Calendar Views
  • Project Briefs and Overviews
  • Mobile Apps for both iOS and Android
  • 100-plus App Integrations, including Time Tracking

Asana Premium

Premium plans are $13.49 per month, billed each month, plus $10.99 per month per user, billed annually.

Asana Premium includes all the features the free version does, plus:

  • Timeline view and Dashboard reporting
  • Advanced Search Features
  • The ability to create Custom Fields
  • Unlimited free guests – guests are users who don’t share the company’s email domain.
  • Forms, Rules, and Milestones
  • Admin Controls
  • The ability to create private Teams and Projects

Asana Business

Asana Business is $30.49 per month, plus $24.99 per user per month annually.

Like Premium, it comes with all the features of the plans beneath it, plus the following:

  • Portfolio and Goal reporting
  • Workload View – allows you to see how much of your team’s resources are being used, and on which projects
  • The ability to build and customize rules
  • More customizable forms
  • The ability to request and give approvals on any project or task
  • Proofing for Photos – allows you to leave commentary directly on pictures.
  • More advanced integrations with Salesforce, Adobe Creative Cloud, Tableau, and Power BI

Asana Enterprise

Asana Enterprise is designed for businesses with high-security needs and support on call. There is no set price for this plan – Asana recommends that you contact its sales team directly to discuss pricing that will work for your company.

You get all the features listed in the packages above, plus:

  • Extra security features
  • Data export and deletion
  • Advanced user controls
  • Custom branding
  • Priority support from Asana staff

Learn more about Asana.

Introduction to Asana CRM

Asana CRM logo
Image Source:

Asana was designed as a project management software. However, it can also be used as CRM software at the same time. At the time of Asana’s launch, he said that many users can use it for CRM. This has been further improved with Asana’s introduction of new features that help teams use it as Asana CRM. Asana prepares to manage different teams within the organization, including sales and marketing.

Users can use customers as the Project or Task. Then, in the notes and Users can use the customer as a project or task. Then, in the Notes and Comments section, the team can record all the interactions the company has made with its customers. These interactions can range from lead generation to customer relationship development. This was an Asana CRM that records all communications.

Image Source:

There are two ways to set up Asana CRM:

One Task Per Customer

If you

If you have a large number of clients and a particular team member typically uses the same set of clients throughout the life cycle of your project, then one task per client is best. Create a project called “Customers” and add each customer as a row to that project.
Plan the filters you need to view the stages and customers on your sales roadmap-you can use stage priority headings and filter tags.

For example:

  • Imagine you are selling a car. The first time a prospect calls you, they will be listed as leads marked with a priority heading. You can use the tag to indicate if you are interested in a business, personal, or commercial vehicle.
  • When you switch to an opportunity, you will be assigned to a sales representative. Sales reps work with customers to select vehicles, which can require multiple meetings.
  • Every time someone on your team sends an email or makes a call to a client, you can update Asana by commenting on the task, so you have a record of all the interactions that happened within your team. After the proof is ordered and the customer approves the proof, the final order is entered and the complete order is delivered.
  • The customer`s task moves through the stages and up the project until it`s complete. The manager can see the status of projects, if they are active, what stage they are in, see the next step that will be performed, and know who`s responsible for that next step. If a customer calls in, the manager can search to find them quickly and let them know how their order is going.

One project per customer

If a Customer Lifecycle is more complex, for example, if they require multiple steps from lots of different people on your team, you might create one project per customer. If the steps are very similar each time, you can use the “Duplicate Project” option to use a previous customer as a template. You can now assign each task, set a due date, and track your progress.
Customers can be assigned to people like any other task, so you don’t have to think about logging in to another more complex CRM app and you can put it all in one place.

Pros of Asana CRM

Benefits of Asana CRM

  • Since Smaller Businesses don’t require advanced tools that proper CRM offers. Asana CRM is simple to use this makes Asana a good CRM tool as it has all the basic capabilities of regular CRM software. 
  • Asana is a cloud-based CRM and integrates with many applications like email, communication, and calendar. 
  • Since Asana is a Project Management tool it can track activities and manage interactions.
  • Asana CRM software offers project management capabilities and add-ons, these are part of Asana’s core functions which make it more reliable.

Cons of Asana CRM

Drawbacks of Asana CRM software

  • Asana CRM doesn’t have the capability to email the customer or lead. 
  • Asana CRM cannot keep a record of the customer. If Asana can consider providing these capabilities seamlessly, then, teams won’t need to use separate tools for CRM and Project Management.


This article gave a brief Overview of CRM tools and Asana Software. It also provided a comprehensive guide on Asana CRM and setting up Asana CRM based on requirements.

visit our website to explore hevo[/hevoButton]

In case you want to integrate data from data sources into your desired Data Warehouse/destination and seamlessly visualize it in a BI tool of your choice, then Hevo Data is the right choice for you! It will help simplify the ETL and management process of both the data sources and destinations.

SIGN UP for a  14-day free trial and see the difference!

Share your experience of learning about Asana CRM in the comments section below.

Arsalan Mohammed
Research Analyst, Hevo Data

Arsalan is a research analyst at Hevo and a data science enthusiast with over two years of experience in the field. He completed his in computer science with a specialization in Artificial Intelligence and finds joy in sharing the knowledge acquired with data practitioners. His interest in data analysis and architecture drives him to write nearly a hundred articles on various topics related to the data industry.

No-code Data Pipeline For your Data Warehouse