Project templates
Templates for onboarding, delivery and recurring work with owners and due dates.
🔴 Asana
From closed deal to kicked-off project
Asana is not a CRM, but it is where many teams deliver what sales promised. We set up Asana projects, templates and rules for delivery, and connect it to your CRM so a won deal creates the project, the tasks and the client record without anyone copying details across.
CRM
Asana
A good fit for
- Agencies and service businesses
- Onboarding and implementation teams
- Companies using Asana with Salesforce or HubSpot
7+ years
building and fixing CRM systems
4.99 rating
from 969 reviews on Fiverr
Top 1%
of talent on Upwork
🧰 What we do
What we do on Asana
Rules and automation
Rules for assignments, status updates and approvals.
Portfolios and goals
Portfolios, workload and goals for leadership visibility.
CRM integration
Won deals in Salesforce, HubSpot or monday create Asana projects automatically.
Reporting
Dashboards for workload, deadlines and delivery health.
Workspace cleanup
Teams, projects and permissions organised in an existing workspace.
🗺️ How we work
Plan, build, then stay with you
Every Asana project starts with a short call and a written scope. You know what will be built, by when and for how much before any work starts.
We learn how your business really works, then map out a CRM roadmap that fits your goals, your team and your budget.
What you get
- Discovery workshop
- Process and data audit
- Roadmap with a clear quote
Setup, data migration, automation and integrations, configured so your team spends less time on admin and more time with customers.
What you get
- Configuration and data migration
- Automation and integrations
- Testing and a smooth go-live
Training, improvements and ongoing support after go-live, so your system keeps up as your business grows.
What you get
- Team training and how-to videos
- Reports and dashboards
- Ongoing admin and support
🔗 Integrations
Asana connected to the rest of your tools
- Salesforce
- HubSpot
- Slack
- Google Workspace
- Microsoft Teams
- Zapier
💬 FAQ
Asana questions, answered
Something else on your mind? Ask us on a free call.
For very simple pipelines, yes. Most teams are better served by a real CRM for sales and Asana for delivery, connected together.
Yes. We connect them so the right template is used for each type of deal.
Both are good. Asana is strong on task and project management; monday.com is more flexible as a database. We help you choose based on your team.
Yes, using the Asana API and webhooks.