Client Management
About this template
This template gives you a flexible process to log prospects, active customers, new & onboarding clients, and previous customers (fired or churned).
With different tabs to help you filter and keep your client lists up to date. This straightforward tool plugs into your system with automations! Add an email account and manage support requests right in Notion! Check out our Client Support template for a pre-built system for managing support requests!
Feedback or Questions? Copy this into your address bar and send us your thoughts! https://citadelprojects.notion.site/16e85ab46e0b80a89525dece58257632
