Keep track of your Projects, Tasks and Communication, while working with clients using this template. Automatically reschedule tasks using the Zapier template that's included in this package.
I recently recorded a podcast episode with productivity guru Jenny Blake, where I shared some advice about setting up your CRM, automations that I use and more. You can listen to the episode here.
Scroll through the images in this gallery to see a preview of the template's main features.
You can translate the databases from this template to your preferred language once you have purchased it, using my template translator.