Client Tasks & Communication Manager

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•
client tasks communication manager

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.

Author:

Anotioneer

Client Tasks & Communication Manager

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•

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