Client Manager CRM
About this template
Key Features: Client and Company Registration: Keep a detailed record of your clients and associated companies, including key information and relevant data. Meeting Scheduling and Tracking: Schedule and organize meetings with clients, keep track of commitments and ensure quality service. Activity and Task Tracking: Track pending activities and assigned tasks for each client, ensuring proactive and timely follow-up. Document Management: Store and organize important documents related to your clients, such as contracts, proposals and presentations. History and Records: Document and record all past and current interactions with each client, providing a complete history and contextualized view.
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More by Flowify | English
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