Client Manager

Stay organized and in control with the Client Manager Notion Template. Track clients, projects, and deadlines effortlessly in one dashboard.
Acerca de esta plantilla

This Client Manager in Notion is designed to efficiently track clients and projects, keeping everything organized in one place.

Effortlessly organize your clients and projects with the Client Manager Notion Template. Track client details, project statuses, and deadlines in one dashboard. Categorize clients by status, monitor project progress, and keep an overview of total project value. Stay focused, save time, and keep your business running smoothly.

Key Features:

  • Client Database – Organize clients by status (Active, Lead, Inactive) and track total project value.

  • Project Tracker – Manage project deadlines, statuses, and financials with ease.

  • Quick Actions – Instantly add new clients and projects with one click.

  • Revenue Insights – Keep an overview of total project values and outstanding balances.

Categorías
Acerca de este creador

Más plantillas de FocusWhale

Explorar 55 plantillas

Similar a esto

Contenido relacionado

Visita el Centro de ayuda

Powered by Fruition