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