CRM: Client Tracker

This workspace is designed specifically for marketing agencies seeking a streamlined workspace to organize client work, track tasks, and optimize daily operations.

Demo Version:
✦ Client-Specific Sections
✦ Client CRM

Premium Version:
✦ Personal Task Dashboard: Each team member has a dedicated dashboard to view their assigned tasks, helping them prioritize, meet deadlines, and manage client work effectively.

✦ Meeting Planner: Manage all agency meetings, from client check-ins to team sync-ups, in one place. Schedule sessions, add agendas, take notes, and track follow-up actions to keep every meeting productive and on-point.

✦ Document Organizer: Store and classify essential documents—proposals, creative assets, contracts, and more. Organized by client or project, this section ensures quick access to everything your agency needs for efficient operations.

This all-in-one workspace is ideal for teams that need a powerful yet simple tool to manage multiple clients, stay organized, and collaborate efficiently across projects.