Client Portal
このテンプレートについて
Key Features:
📊 Project Tracker – Monitor project progress, tasks, milestones, and deadlines.
📝 Project Proposal Maker – Create structured proposals with objectives, scope, and costs.
📅 Meetings Tracker – Log client meetings with dates, attendees, agendas, and action items.
💵 Invoice Maker – Generate and track customized invoices with payment statuses.
📂 Shared Drive – Store and organize project files for seamless collaboration.
🔍 Competitor Database – Maintain insights on client competitors for strategic decisions.
🔒 Password Manager – Securely store client credentials and sensitive information.
🎯 User Persona Section – Define and analyze target client profiles for better engagement.
