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
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.
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 🎉
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
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