Client Tasks & Communication Manager | Notion Template

$ 15.00 

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

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  • 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


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Walkthrough Video


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.


Template Screenshot

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Translate This Template

You can translate the databases from this template to your preferred language once you have purchased it, using my template translator.