This template enables you to: • Record communication with clients, manage their projects and the tasks that feed into them • 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 • It's intended to be integrated with your CRM to give you a 360° view of your interactions with your clients

with the promo code:

This template enables you to:

• Record communication with clients, manage their projects and the tasks that feed into them

• 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 • It's intended to be integrated with your CRM to give you a 360° view of your interactions with your clients

You can see a preview of the template here

For your information, some reviews are coming from Gumroad directly. It's normal to not see them under this text.
No items found.
How can I duplicate the template?

Once you're on the Notion page, you will have the button "duplicate" on top-right. Click on it and choose your workspace. Your template should be there in a few instants 🎉

duplicate-template-screeshot

This template enables you to:

• Record communication with clients, manage their projects and the tasks that feed into them

• 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 • It's intended to be integrated with your CRM to give you a 360° view of your interactions with your clients

You can see a preview of the template here

Similar templates

Roadmap
Roadmap
Use this template to track all of your project work. ⛰ Epics are large overarching initiatives. 🏃‍♂️ Sprints are time-bounded pushes to complete a set of tasks. 🔨 Tasks are the actions that make up epics. 🐞 Bugs are tasks to fix things.
Free
PWYW
$
Notion
$
$
Preview
Seasonal Goal Planner
Seasonal Goal Planner
I create this template to replace my yearly goal because most of the goals failed after few months. Seasonal goals allow me adjust my goals quicker and achieve more in a year.
Free
PWYW
$
Jiani Li
$
$
Preview
Life Wiki (Dark Academia Aesthetic)
Life Wiki (Dark Academia Aesthetic)
This is a template for your Life Wiki. It is a home page that tracks your day to day life, as well as keeps you on track for your more long term goals. It has numerous elements that make it perfect for a student from any walk of life, and even a working professional with a passion for aesthetics.
Free
PWYW
$
13.00
Shaivi Nandi
$
$
Preview
60%
User Research Database
User Research Database
Use this template to schedule and track the status of user research. Hover over any item and click ⤢ OPEN to add content, notes, etc. Add additional database properties as you see fit – even calculate their sum or average.
Free
PWYW
$
Notion
$
$
Preview