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