Client Tasks & Communication Manager | Notion Template

$ 15.00 

Keep track of your Projects, Tasks and Communication, while working with clients using this template.

Buy now

Features

  • Manage all of your interaction with clients in a single place. Add action items as Tasks inside Communication pages and connect them with Projects.

  • 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 in the reporting dashboard

  • This template is intended to be integrated with your CRM to give you a 360° view of your interactions with your clients

Feedback

No items found.

Walkthrough Video

Screenshot

Template Screenshot

Buy now