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