CRM.meSell Everyone.
Asana + CRM.me

From closed-won to done.

Bridge the gap between sales and delivery. Automatically create Asana projects when deals close.

Connect AsanaProject tools
  • Project Handoff
  • Task Sync
  • Progress Tracking
Automated
Handoff
2-Way
Sync
Templated
Projects
Synced
Tasks
Supported
Templates
Mapped
Users
Project Management

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 to-do list in one place, regardless of where you work.

  • Bi-directional sync
  • Status updates
  • Assignee mapping

Deliver on your promises

Connect sales to execution with Asana.

Connect AsanaRead guide
Works with Asana Premium+