How To Build A CRM In ASANA: A Step By Step Tutorial |🔥

How To Build A CRM In Asana: A Step-by-step Tutorial |🔥
Are you looking for an efficient way to manage your client relationships? In this comprehensive tutorial, we'll guide you through building a lite CRM within Asana, the ultimate project management tool. Whether you're a small business, medium-sized enterprise, or a solo entrepreneur, client relationship management tools are a must-have. With Asana's powerful features, you can keep all your contacts and deals organized in one place.
I walk you through setting up a lite CRM within Asana, using custom fields and projects.
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This KZbin channel is created by me, Marquis Murray, and my goal is to help you gain clarity about the work within your organization by creating systems and processes. You'll learn how to create your own processes, as well as how to use my favorite tool for managing my life and business, Every day, I create systems to improve the businesses of my clients, automate workflows to make work easier, and align teams and organizations. Weekly doses of inspiration are delivered every Thursday
How To Build A CRM In Asana: A Step-by-step Tutorial.
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By following this step-by-step demo, you'll learn how to create a contacts project, a deal pipeline, and a newsletter subscribers project. Marquis explains the importance of custom fields and demonstrates how to set them up for capturing essential contact details. He also shows how to automate the CRM process by integrating forms, assigning contact owners, and managing lead statuses.
With Asana's lite CRM, you can easily search and filter contacts as your database grows. Marquis highlights the flexibility of using projects and demonstrates how to create sections, set up a deal pipeline board, and create rules for automated actions. From filtering opportunities to moving leads through different stages, Asana empowers you to customize your CRM workflow to suit your unique business needs.
Don't miss out on this opportunity to master client relationship management with Asana's lite CRM. Watch the full tutorial now and unlock the potential of organizing your contacts, deals, and projects in one centralized platform.

[@Laura-tb7nm]

This is definitely the MOST HELPFUL video in this topic and I am surprised with the small amount of likes. This is pure gold for someone just starting up!

[@MarquisMurray]

Thank you for your kind words! I'm glad you found this video helpful.

[@WillSmoothMusic]

Pleasure to see someone who actually understands the functionality of Asana. As opposed to these lower level videos where they're self proclaimed "experts". Good work young boy!

[@MarquisMurray]

Wow! Thank you! I’ve taken the time to learn the tool inside and out to make it work for the many different applications. Thanks for watching and for the compliment!

[@user-vo1op2dl9l]

Excellent work on this video, super professional. The information is top level super useful, much appreciated sir!!! Keep up the solid work!

[@MarquisMurray]

Thanks! Appreciate your positive feedback. If you have any suggestions for future topics, let me know. Thanks for your support!!

[@kylekruegermotiondesign1073]

This was perfect. Thank you for the fantastic breakdown. Well done.

[@MarquisMurray]

Glad it was helpful!

[@asamitam1605]

Thank you so much!❤ This is much simpler and more elegant than many Asana CRM projects that are way too complicated. : - )

[@MarquisMurray]

I'm glad this video was helpful. You are welcome!

[@adetheline]

Body: "We love this Asana CRM video - it's been incredibly helpful! We're building an Influencer CRM based on your video. We love the contact page setup as it helps us track the influencers who rejected us or are working with us. Since we often send influencers on multiple products (similar to how a sales will be offering different customer different products). how do you recommend setting up the CRM?

[@MarquisMurray]

Hey, I am glad to know this video was helpful! To answer your question, one approach that comes to mind is utilizing a Multi-Select custom field with various product options. By setting up rules based on the selected product, you can trigger specific actions. For instance, if Product1 and Product2 are selected, corresponding subtasks can be automatically added to the parent task. Hope this helps.

[@guilhermelorenti6181]

Excelente vídeo! Nós usamos o Asana para projetos de design e agora também poderemos usar a ferramenta para estruturar o processo comercial.

[@MarquisMurray]

You’re very welcome! Glad you found it helpful!

[@jenselgarcia-robles89]

Thanks for the video. You really opened my eyes to some of the cool stuff Asana can do.

[@MarquisMurray]

You're welcome and I'm happy to hear that!

[@j1kitchens]

Great video! I’m new to asana and am learning so much from you!

[@MarquisMurray]

Awesome! I’m so happy to hear that!

[@dianaferrera2348]

I love your videos, are very useful and I have learned a lot!! big thanks for that!

[@MarquisMurray]

Glad you find them useful. Thanks for watching!

[@countryhomeelevatorstairli2678]

Do you have a flow chart of how to create each one of these? I love the Deal Pipeline and how you can move someone from task to task. Do you have a cheat sheet we can go off of?

[@MarquisMurray]

I don't have one at the moment, but I can work on that. Thanks for the suggestion.

[@TerranceBryantTheWiz]

Adding something like this to N8N can ensure that your are tool agnostic for your workflow and plug-in what makes sense. I love it… hold while we roll this out…

[@MarquisMurray]

Can’t wait to see this in action!

[@christinadipinto]

SO helpful! Just curious, how would you recommend organizing this with multiple people within the company? Example, a real estate company with about 6 independent agents, each working with 100+ contacts at a time. Would you have one main company Asana account where all the contacts are managed and then assigned to each agent - or would you create a deal pipeline for each agent? It gets complicated because each agent has their own "business" and own leads, but they are also assigned leads from the company.

[@MarquisMurray]

You could either use a different “view” in the same deal pipeline for each agent. That way they could just filter all the deals that belong to them. Or you could have the main deal pipeline and then each agent can have their own deal pipeline. When the deals enter the main pipeline, if the “owned by agent” custom field is selected for Agent A, that deal (task) would be multihomed to that agent’s version of the deal pipeline. Hope that helps!

[@ny_fn]

Thanks as usual for this :) Let's meet up in Hali soon!

[@MarquisMurray]

We should definitely do lunch!

[@fabianprosciuc2232]

Great video!! is the Lite CRM a Portofolio and Contacts, Pipeline and Subsc are projects within that Portofolio?

[@MarquisMurray]

It could be if there was something you wanted to track at the portfolio level, but these should be separate projects that act as databases. You can then filter the views to give you the information you want. I don't think that adding them to portfolio would be much benefit though. Hope that helps.

[@spboon53]

Thank you

[@MarquisMurray]

You’re very welcome!

[@hrehanhakeem464]

Thanks! This is such an effective use case! I'm curious, I'm on an Advanced plan as an organization though I am not able to have projects be a dropdown for a particular team like you've setup. It looks like you've got CRM Lite as a team, with projects of Contacts, Deal Pipeline, and Newsletter Subscribers that can be seen underneath in the left sidebar. How did you do that? Thanks in advance

[@MarquisMurray]

Hi Hrehan, I am glad you liked the video! Great question, what you saw is a part of an A/B testing that Asana was doing when the video was filmed. If you want to visualize the projects living under a Team, you can hover over the Team's name and all the projects will show up in a pop-up. Also, these articles might help you: forum.asana.com/t/projects-do-not-show-nested-under-each-team/166537 forum.asana.com/t/why-are-projects-no-longer-visibly-nested-under-teams/490407/12 Hope this helps!

[@puturro]

Thanks for the video. I see that Asana is very much like Clickup where everything is a Task, regardless of what it represents. That can be a bit confusing for the non IT users of the company... right?

[@MarquisMurray]

That’s correct. Tasks can also be classified as milestones or approval-based tasks, but yes, you can assign a value or category to a task and treat it as such. This adds more flexibility to your project planning.

[@sheoykialexis]

Is there away to tie the contacts to projects? Where you can look at the contact and all the projects associated with them are listed?

[@MarquisMurray]

You can multi home that task (contact) to a section in all the projects where you want it to live. That way there is visibility and can also be accessed from the projects.

[@sheoykialexis]

@@MarquisMurray thank you! Still learning Asana lol. I will study multi homing. Appreciate the response!

[@blackpearlcollective5424]

How about selling the template? Some of us would buy it even after watching this video 😂😂

[@MarquisMurray]

I may just do that! Hang tight.

[@Mr.Monta77]

How tight should we hang? It's been three months now and I'm nearly losing my grip! @@MarquisMurray

[@realtorpennyberkun7082]

@@MarquisMurray You should sell all of your templates that you create!

[@Studio16.4.2]

How do I add a new Deal to an existing Client?

[@MarquisMurray]

You would creat a task/subtask from that client task/project that is multihomed to your deal pipeline.

[@realtorpennyberkun7082]

how would you do this? I think I did it wrong- it's not working for me @@MarquisMurray

[@magiccityJJ]

question why can’t i use fields when im a guest my boss has the premium version. But also tried make me a member and their was no option to that any solution?

[@MarquisMurray]

Hi JJ. Guests in Asana have limited access to the organization and can only see what is explicitly shared with them. This means that you're unable to create, edit, or delete custom fields. That said, if your boss has provided you with a company email that uses the company domain, this should give you full access to all the features and functionalities of Asana, including custom fields. If the problem persists, then I suggest you contact Asana's customer service to troubleshoot this issue. Hope this helps!

[@leonardogomezoficial]

This video is in low quality (360p)

[@MarquisMurray]

Sorry, it was still processing. The video is ready now in 4k

[@abelardokham]

@@MarquisMurray hi there! Waiting for it! Great job! Keep it up! Your follower from Samarkand, Uzbekistan.

[@leonardogomezoficial]

@@MarquisMurray I'm sorry! I even updated to see if that was the problem, it turned out that the anxiety of watching the video was faster than the loading of the video. 🇧🇷

[@MarquisMurray]

@@leonardogomezoficial All good. I should have set it to private until it was finished. Thanks for coming back!

[@MarquisMurray]

@@abelardokham Thanks for watching. Glad you liked it!