I’m looking for a database that integrates with Asana to hold client data. If you have a solution I’d love to hear it. We’re a distributed team of 20 people so it needs to be a cloud solution.
The Problem:
Where do you store the client’s name, telephone numbers, web address, email address, address, name of key people from the company and their contact information and a host of other information?
Asana custom fields as the solution:
To me, this is like saying that a professional chef should simply use one of the blades on a swiss army knife for cook prep – while it may work you’re sacrificing when you shouldn’t. The simple truth is that Asana’s custom fields aren’t implemented in a way they should be for this use. If you could switch between a form and list (spreadsheet) view, show them all on one page, do complex sorting and filtering, etc. then it would make sense. As they are currently implemented, it’s a kludge at best. Furthermore, you need a one-to-many relationship so that contacts are attached to a company and projects to a company. Right now you have to create a separate project and call is a database of your clients with no way to attach these to your projects.
Background and the issue:
We’ve been using Asana as a project management tool for years and just upgraded to the Premium version but I find the program still lacking some VERY basic features. We started with Basecamp (and still use it for client communication), moved to Trello and finally to Asana but no matter which project management tool we use, they are ALL missing this one basic feature – client data.
Aug 03, 2021 Then instead of the client seeing every tiny detail of the process, we provided them with regular updates on how everything is going 1-2 times per week via the Asana project status update and they did communicate via Asana Messages + 1 call per week. Jan 29, 2019 Setting up a Client Template. After I had all my ducks in a row, I opened up Asana and started creating a client template. This client template is set-up for my brand and web design package. Since this is my largest package, it allows me to create a template once and subtract any steps that don’t apply in my smaller packages. Asana supports OAuth 2. Asana handles some of the details of the OAuth flow for you. Create a client using your OAuth Client ID and secret.
Thoughts/Suggestions?
Anyone have a solution they’re using OTHER than Google Sheets, Excel, etc. that doesn’t cost a fortune? I tried Airtable but found it to be terrible. Ideally, a solution which could handle client communication as well would be wonderful. Most CRM applications are focused more on the sales pipe rather than taking care of current clients so the ones I’ve tested have never worked well.
Ideas anyone?
I’m looking for a database that integrates with Asana to hold client data. If you have a solution I’d love to hear it. We’re a distributed team of 20 people so it needs to be a cloud solution.
Asana Client Portal
The Problem:
Where do you store the client’s name, telephone numbers, web address, email address, address, name of key people from the company and their contact information and a host of other information?
Asana custom fields as the solution:
To me, this is like saying that a professional chef should simply use one of the blades on a swiss army knife for cook prep – while it may work you’re sacrificing when you shouldn’t. The simple truth is that Asana’s custom fields aren’t implemented in a way they should be for this use. If you could switch between a form and list (spreadsheet) view, show them all on one page, do complex sorting and filtering, etc. then it would make sense. As they are currently implemented, it’s a kludge at best. Furthermore, you need a one-to-many relationship so that contacts are attached to a company and projects to a company. Right now you have to create a separate project and call is a database of your clients with no way to attach these to your projects.
Background and the issue:
We’ve been using Asana as a project management tool for years and just upgraded to the Premium version but I find the program still lacking some VERY basic features. We started with Basecamp (and still use it for client communication), moved to Trello and finally to Asana but no matter which project management tool we use, they are ALL missing this one basic feature – client data.
Asana Client
Thoughts/Suggestions?
Anyone have a solution they’re using OTHER than Google Sheets, Excel, etc. that doesn’t cost a fortune? I tried Airtable but found it to be terrible. Ideally, a solution which could handle client communication as well would be wonderful. Most CRM applications are focused more on the sales pipe rather than taking care of current clients so the ones I’ve tested have never worked well.
Asana Client Portal
Ideas anyone?