Notion – Client Tasks & Communication Manager Template

This template enables you to record communication with clients, manage their projects and the tasks that feed into them.

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Notion – Client Tasks & Communication Manager Template

This template enables you to:

• Record communication with clients, manage their projects and the tasks that feed into them

• Automatically schedule follow ups with clients, when it’s been a while since you last spoke

• Keep track of your / your team’s productivity in terms of projects, tasks and communication, along with the status of upcoming / overdue items

• It’s intended to be integrated with your CRM to give you a 360° view of your interactions with your clients

Template Type

Pay-What-You-Can

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