Client CRM Tracker

Manage Your Clients, Projects, and Tasks in One Place

Organize your entire client management process with this all-in-one CRM template for Notion. Whether you're a freelancer, small business owner, or project manager.
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Key Features:
- Client Pipeline: Keep track of all your clients, from leads to long-term partnerships. Easily monitor their status and move them through the sales process with a few clicks.

- Projects Database: Manage all your projects efficiently, with detailed views and status tracking. You’ll never miss a deadline or important task again!

- Tasks Management: Organize and prioritize tasks within each project, ensuring you and your team stay on top of what needs to be done.

- Interactions Log: Track all communications with clients, from emails to meetings, and keep your client history organized and accessible at any time.

- Perfect for: Freelancers, Small Businesses, Agencies, Project Managers, Consultants and more !

Get organized today with this powerful Client CRM template, and take your client management to the next level!

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最終更新: 昨年

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