A highlight from the template
A highlight from the template
A highlight from the template
A highlight from the template

Client tasks & communication manager


Purchase template

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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.

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