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AsanaProject Management
From closed-won to done.
Bridge the gap between sales and delivery. Automatically create Asana projects when deals close.
- Project Handoff
- Task Sync
- Progress Tracking
Seamless delivery
Ensure what was sold is exactly what gets delivered.
Automated Handoff
When an Opportunity moves to "Closed Won", automatically generate an onboarding project in Asana from a template.
- Trigger-based creation
- Template support
- Team assignment
Task Synchronization
Tasks created in CRM.me sync to Asana and vice versa. Keep your list one place, regardless of where you work.
- Bi-directional sync
- Status updates
- Assignee mapping
Works with Asana Premium+