Client tasks & communication manager

템플릿 설명

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 dashboard. This template is intended to be integrated with your CRM to give you a 360° view of your interactions with your clients.

제작자 정보
이 템플릿 공유
마지막 업데이트 3개월 전


aNotioneer 님의 템플릿 더 보기

6개 템플릿 둘러보기