Client Management Dashboard

With pre-configured workflows, databases, and database templates, this all-in-one client management dashboard will save you HOURS in onboarding, delivering your services, and offboarding each new client.
About this template

This dashboard offers a step-by-step guide broken down into five sections:

• Quarterly Targets and Annual Goals
• Action Tasks with Time Tracker
• Project Management with Pre-built Workspaces and Client Portal
• Sales and Marketing with Pipeline and CRM
• Calendar Overview

Each section includes video instructions on how to use, edit and customize it to your preferences. All databases come with built-in templates. Some include Notion AI and button automation for ease of use.

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More by Chloë Forbes-Kindlen

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