Client Portal

Organise the information, strategy, projects & performance of your clients using this client portal. Keep track of all client-related data, stakeholders & relationships. Store relevant links, docs and notes so you can manage your clients more effectively.
템플릿 설명

Client Management Made Easy

📁 Client Pages: Create detailed client pages to store essential information such as KPIs, tasks, goals, and performance reviews. Keep track of all client-related data, stakeholders & relationships to deliver exceptional service.

Keep track of onboarding information as well as unique industry challenges your client faces, their brand, preferred meeting times and much more. Everything you need to provide the best and consistent service for each of your clients.

카테고리
제작자 정보
이 템플릿 공유
마지막 업데이트 지난달

이용약관

Harrison 님의 템플릿 더 보기

24개 템플릿 둘러보기

비슷한 템플릿 더 보기

추천 컬렉션