CRM
このテンプレートについて
Whether you're managing client pipelines, tracking payments, or organizing key contacts, CRM Pro has got you covered with one simple, powerful dashboard.
What’s Included:
🔸 Meetings Manager
- Schedule and track client meetings with notes and reminders
🔸 Payments Tracker
- Monitor payments and invoices easily
🔸 Client Pipeline
- Manage leads and clients through every stage
🔸 Contact Overview
- Organize client information for quick access
🔸 Company Profiles
- Track interactions and deals with client companies
