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.

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.

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.