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
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