Advanced client meetings & tasks tracker

Hosting client meetings, noting down all the next steps to follow up, and making sure you have every discussion before the next meeting can be a hassle.
With this tracker, meeting notes, action steps, and next discussion points are centralized and updated. You will never miss any action point or any discussion topic again.
Additionally, this tracker allows you to monitor client task status and engagement performance in the last 30 days.

Benefits:
- All tasks are created immediately during the meeting. You don't need to revisit meeting notes. You know exactly which meeting you haven't been following up enough.
- The pending tasks status is noted directly in the meeting notes. You don't need to centralize the pending tasks to do meeting preparation.
- Be aware of which client you have been spending most meetings with.