Client CRM Tracker
About this template
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!