Client Portal

Organise the information, strategy, projects & performance of your clients using this client portal. Keep track of all client-related data, stakeholders & relationships. Store relevant links, docs and notes so you can manage your clients more effectively.
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Client Management Made Easy

📁 Client Pages: Create detailed client pages to store essential information such as KPIs, tasks, goals, and performance reviews. Keep track of all client-related data, stakeholders & relationships to deliver exceptional service.

Keep track of onboarding information as well as unique industry challenges your client faces, their brand, preferred meeting times and much more. Everything you need to provide the best and consistent service for each of your clients.

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