CRM Client Portal
このテンプレートについて
The Notion CRM Client Portal is a robust system designed to streamline client management with the following detailed features:
Comprehensive Client Portal: A dedicated portal allows clients to access project updates, files, deliverables, and notes, reducing back-and-forth emails and improving communication efficiency.
Advanced Task & Project Management: Track all project phases, tasks, and deadlines in one place, ensuring nothing slips through the cracks. Assign tasks to team members and monitor progress visually.
Invoicing & Financial Tools: Quickly generate invoices and track payments, keeping all financial aspects in sync with projects. Customize invoices based on the project or client and keep financial records organized.
Centralized Client Communication: All client conversations, feedback, and notes are stored within the portal, creating a clear communication trail. This helps you avoid lost emails and provides a single source of truth for project details.
Meeting & Event Scheduling: Schedule meetings, set reminders, and log event details, ensuring your client calls, project deadlines, and review sessions are fully organized.
