Client Tasks & Communication Manager

Name: Client Tasks & Communication Manager
Brand: aNotioneer
Price: 10 USD
Availability: InStock
Rating: 5 (1 reviews)

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 clients

by aNotioneer

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Overview

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 clients
You can see a preview of the template here

How can I duplicate the template?

Once you're on the Notion page, you will have the button "duplicate" on top-right. Click on it and choose your workspace. Your template should be there in a few instants 🎉

Does this template works with Notion's free plan?

Yes. Every feature of this template will perfectly work if you are on Notion’s free plan.

What is a Notion template?

By definition, Notion templates are pre-built Notion pages that you can duplicate into your Notion workspace with a simple click. They can be simple pages or very advanced systems with multiple databases. Using templates can help you save time and hours of work to get started quicker with Notion.