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.

𝙃𝙚𝙧𝙚’𝙨 𝙬𝙝𝙖𝙩’𝙨 𝙞𝙣𝙘𝙡𝙪𝙙𝙚𝙙 𝙞𝙣 𝙩𝙝𝙚 𝙙𝙚𝙢𝙤 𝙫𝙚𝙧𝙨𝙞𝙤𝙣:
✅ 𝘾𝙡𝙞𝙚𝙣𝙩-𝙎𝙥𝙚𝙘𝙞𝙛𝙞𝙘 𝙎𝙚𝙘𝙩𝙞𝙤𝙣𝙨
✅ 𝘾𝙡𝙞𝙚𝙣𝙩 𝘾𝙍𝙈:

𝙃𝙚𝙧𝙚 𝙞𝙨 𝙬𝙝𝙖𝙩'𝙨 𝙞𝙣𝙘𝙡𝙪𝙙𝙚𝙙 𝙞𝙣 𝙩𝙝𝙚 𝙛𝙪𝙡𝙡 𝙥𝙖𝙘𝙠𝙖𝙜𝙚:
🔸 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.