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Client Tasks & Communication Manager

This template enables you to:• record communication with clients, manage their projects and the tasks that feed into them• automatically schedule follow ups with clients, when it's been a while since you last spoke•
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This template enables you to:• Record communication with clients, manage their projects and the tasks that feed into them• Automatically schedule follow ups with clients, when it's been a while since you last spoke• Keep track of your / your team's productivity in terms of projects, tasks and communication, along with the status of upcoming / overdue items• It's intended to be integrated with your crm to give you a 360° view of your interactions with your clientsyou can see a preview of the template here