Client Manager CRM
About this template
Key Features:
Client and Company Registration: Keep a detailed record of your clients and associated companies, including key information and relevant data.
Meeting Scheduling and Tracking: Schedule and organize meetings with clients, keep track of commitments and ensure quality service.
Activity and Task Tracking: Track pending activities and assigned tasks for each client, ensuring proactive and timely follow-up.
Document Management: Store and organize important documents related to your clients, such as contracts, proposals and presentations.
History and Records: Document and record all past and current interactions with each client, providing a complete history and contextualized view.
