Client Tasks & Communication Manager

This template can help you:
• Log conversations with clients, manage their projects, and keep track of associated tasks
• Automatically schedule follow-ups with clients when it has been a while since you last spoke
• Monitor your/your team’s productivity in terms of projects, tasks, communication, and upcoming/overdue items
• Integrate with your CRM to provide a comprehensive view of your interactions with clients

See a preview of the template here.