CRM
About this template
Whether you're managing client pipelines, tracking payments, or organizing key contacts, CRM Pro has got you covered with one simple, powerful dashboard.
What’s Included:
Meetings Manager
Schedule and track client meetings with notes and reminders
Payments Tracker
Monitor payments and invoices easily
Client Pipeline
Manage leads and clients through every stage
Contact Overview
Organize client information for quick access
Company Profiles
Track interactions and deals with client companies
