Lista dei contatti con i clienti

Traccia i dettagli del cliente critico, i follow-up e i contatti della bandiera che devono agire o assegnare i prossimi passi

Usa il modello Esplora nell'app
  • Tieni traccia dei dati critici sui clienti, dei follow-up e delle informazioni chiave.
  • Migliora le relazioni con i clienti con una lista centralizzata e accessibile a tutto il team.

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Client Creative Brief Template

Align project strategy with client expectations by keeping brand guidelines and assets in a centralized location for your team to access and share with key stakeholders.

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Client Implementation Template Set

With the Client Implementation template set, you can manage customer implementations from handoff through project completion and provide visibility into team deliverables.

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Time Tracker for Client Projects with Form Template

Track and approve worker hours on projects in prep for invoicing. With a simple web form, this is ideal for mobile staff to log details for billing or track time against multiple projects.